Laidlaw Wealth Management’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
$549K Buy
16,722
+6,329
+61% +$208K 1.58% 23
2025
Q1
$322K Sell
10,393
-55,091
-84% -$1.71M 0.95% 26
2024
Q4
$1.72M Buy
65,484
+2,555
+4% +$67.3K 0.75% 38
2024
Q3
$1.79M Sell
62,929
-862
-1% -$24.5K 0.88% 31
2024
Q2
$1.69M Buy
63,791
+11,042
+21% +$293K 0.93% 28
2024
Q1
$1.2M Sell
52,749
-4,036
-7% -$91.8K 0.67% 49
2023
Q4
$1.24M Sell
56,785
-34,373
-38% -$749K 0.45% 69
2023
Q3
$1.85M Buy
91,158
+973
+1% +$19.8K 0.61% 43
2023
Q2
$1.88M Buy
90,185
+6,023
+7% +$126K 0.37% 71
2023
Q1
$1.86M Buy
84,162
+5,472
+7% +$121K 0.38% 70
2022
Q4
$1.73M Sell
78,690
-1,512
-2% -$33.3K 0.37% 76
2022
Q3
$1.4M Buy
80,202
+9,376
+13% +$164K 0.33% 86
2022
Q2
$1.32M Buy
70,826
+1,125
+2% +$21K 0.27% 105
2022
Q1
$1.6M Buy
69,701
+4,551
+7% +$104K 0.27% 101
2021
Q4
$1.4M Buy
65,150
+11,293
+21% +$243K 0.22% 118
2021
Q3
$1.11M Sell
53,857
-1,331
-2% -$27.3K 0.28% 89
2021
Q2
$1.34M Buy
55,188
+10,561
+24% +$256K 0.34% 76
2021
Q1
$1.01M Buy
44,627
+12,348
+38% +$280K 0.35% 78
2020
Q4
$793K Buy
32,279
+19,191
+147% +$471K 0.17% 146
2020
Q3
$283K Sell
13,088
-3,462
-21% -$74.9K 0.13% 163
2020
Q2
$282K Buy
+16,550
New +$282K 0.15% 137