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 Q3	$535K	Buy	2,810 +51	+2%	+$9.87K	0.02%	561
2025 Q2	$482K	Buy	+2,759	New	+$478K	0.02%	576
2024 Q4	$504K	Buy	2,784 +8	+0.3%	+$1.5K	0.02%	525
2024 Q3	$507K	Sell	2,776 -70	-2%	-$12K	0.02%	557
2024 Q2	$434K	Sell	2,846 -15	-0.5%	-$2.27K	0.02%	586
2024 Q1	$474K	Hold	2,861	–	–	0.02%	577
2023 Q4	$464K	Buy	2,861 +13	+0.5%	+$1.97K	0.02%	573
2023 Q3	$414K	Buy	2,848 +32	+1%	+$4.89K	0.02%	584
2023 Q2	$434K	Buy	2,816 +32	+1%	+$4.65K	0.02%	587
2023 Q1	$393K	Hold	2,784	–	–	0.02%	618
2022 Q4	$341K	Hold	2,784	–	–	0.02%	642
2022 Q3	$331K	Hold	2,784	–	–	0.02%	621
2022 Q2	$337K	Hold	2,784	–	–	0.02%	637
2022 Q1	$403K	Sell	2,784 -7	-0.3%	-$1.06K	0.02%	584
2021 Q4	$548K	Sell	2,791 -3	-0.1%	-$579	0.03%	488
2021 Q3	$504K	Sell	2,794 -7	-0.2%	-$1.29K	0.03%	508
2021 Q2	$480K	Hold	2,801	–	–	0.03%	527
2021 Q1	$415K	Sell	2,801 -40	-1%	-$5.83K	0.03%	502
2020 Q4	$389K	Sell	2,841 -136	-5%	-$18.3K	0.03%	546
2020 Q3	$392K	Sell	2,977 -123	-4%	-$14.5K	0.03%	434
2020 Q2	$312K	Hold	3,100	–	–	0.03%	496
2020 Q1	$239K	Hold	3,100	–	–	0.03%	521
2019 Q4	$288K	Hold	3,100	–	–	0.03%	550
2019 Q3	$318K	Hold	3,100	–	–	0.03%	531
2019 Q2	$297K	Hold	3,100	–	–	0.03%	537
2019 Q1	$277K	Sell	3,100 -72	-2%	-$5.92K	0.03%	536
2018 Q4	$217K	Hold	3,172	–	–	0.03%	562
2018 Q3	$269K	Hold	3,172	–	–	0.03%	529
2018 Q2	$241K	Hold	3,172	–	–	0.03%	538
2018 Q1	$232K	Hold	3,172	–	–	0.03%	558
2017 Q4	$222K	Sell	3,172 -90	-3%	-$6.2K	0.03%	569
2017 Q3	$214K	Hold	3,262	–	–	0.03%	547
2017 Q2	$209K	Buy	+3,262	New	+$202K	0.04%	517