Chesley Taft & Associates’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Buy
86,850
+1,200
+1% +$39.4K 0.13% 123
2025
Q1
$2.65M Buy
85,650
+1,350
+2% +$41.8K 0.13% 120
2024
Q4
$2.22M Buy
84,300
+17,000
+25% +$448K 0.1% 135
2024
Q3
$1.91M Buy
67,300
+17,200
+34% +$489K 0.09% 148
2024
Q2
$1.33M Buy
50,100
+19,000
+61% +$505K 0.07% 164
2024
Q1
$708K Sell
31,100
-24,815
-44% -$565K 0.04% 216
2023
Q4
$1.22M Hold
55,915
0.07% 169
2023
Q3
$1.14M Hold
55,915
0.07% 165
2023
Q2
$1.17M Buy
+55,915
New +$1.17M 0.07% 168
2021
Q1
Sell
-19,200
Closed -$472K 292
2020
Q4
$472K Hold
19,200
0.03% 219
2020
Q3
$415K Hold
19,200
0.03% 213
2020
Q2
$327K Sell
19,200
-2,000
-9% -$34.1K 0.02% 223
2020
Q1
$277K Hold
21,200
0.03% 222
2019
Q4
$354K Hold
21,200
0.03% 227
2019
Q3
$338K Buy
+21,200
New +$338K 0.03% 225