Laird Norton Wetherby Wealth Management’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $507K | Sell |
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|
2024
Q2 | $434K | Sell |
|
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $464K | Buy |
|
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $548K | Sell |
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|
2021
Q3 | $504K | Sell |
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|
2021
Q2 | $480K | Hold |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $312K | Hold |
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|
2020
Q1 | $239K | Hold |
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|
2019
Q4 | $288K | Hold |
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|
2019
Q3 | $318K | Hold |
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|
2019
Q2 | $297K | Hold |
|
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|
2019
Q1 | $277K | Sell |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $232K | Hold |
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|
2017
Q4 | $222K | Sell |
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|
2017
Q3 | $214K | Hold |
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|
2017
Q2 | $209K | Buy |
|