Laird Norton Wetherby Wealth Management’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
+2,759
| New | +$482K | 0.02% | 575 |
|
|
2024
Q4 | $504K | Buy |
2,784
+8
| +0.3% | +$1.45K | 0.02% | 525 |
|
|
2024
Q3 | $507K | Sell |
2,776
-70
| -2% | -$12.8K | 0.02% | 557 |
|
|
2024
Q2 | $434K | Sell |
2,846
-15
| -0.5% | -$2.29K | 0.02% | 583 |
|
|
2024
Q1 | $474K | Hold |
2,861
| – | – | 0.02% | 574 |
|
|
2023
Q4 | $464K | Buy |
2,861
+13
| +0.5% | +$2.11K | 0.02% | 572 |
|
|
2023
Q3 | $414K | Buy |
2,848
+32
| +1% | +$4.66K | 0.02% | 583 |
|
|
2023
Q2 | $434K | Buy |
2,816
+32
| +1% | +$4.93K | 0.02% | 586 |
|
|
2023
Q1 | $393K | Hold |
2,784
| – | – | 0.02% | 617 |
|
|
2022
Q4 | $341K | Hold |
2,784
| – | – | 0.02% | 640 |
|
|
2022
Q3 | $331K | Hold |
2,784
| – | – | 0.02% | 619 |
|
|
2022
Q2 | $337K | Hold |
2,784
| – | – | 0.02% | 636 |
|
|
2022
Q1 | $403K | Sell |
2,784
-7
| -0.3% | -$1.01K | 0.02% | 583 |
|
|
2021
Q4 | $548K | Sell |
2,791
-3
| -0.1% | -$589 | 0.03% | 483 |
|
|
2021
Q3 | $504K | Sell |
2,794
-7
| -0.2% | -$1.26K | 0.03% | 502 |
|
|
2021
Q2 | $480K | Hold |
2,801
| – | – | 0.03% | 521 |
|
|
2021
Q1 | $415K | Sell |
2,801
-40
| -1% | -$5.93K | 0.03% | 502 |
|
|
2020
Q4 | $389K | Sell |
2,841
-136
| -5% | -$18.6K | 0.03% | 539 |
|
|
2020
Q3 | $392K | Sell |
2,977
-123
| -4% | -$16.2K | 0.03% | 433 |
|
|
2020
Q2 | $312K | Hold |
3,100
| – | – | 0.03% | 496 |
|
|
2020
Q1 | $239K | Hold |
3,100
| – | – | 0.03% | 520 |
|
|
2019
Q4 | $288K | Hold |
3,100
| – | – | 0.03% | 549 |
|
|
2019
Q3 | $318K | Hold |
3,100
| – | – | 0.03% | 530 |
|
|
2019
Q2 | $297K | Hold |
3,100
| – | – | 0.03% | 536 |
|
|
2019
Q1 | $277K | Sell |
3,100
-72
| -2% | -$6.43K | 0.03% | 534 |
|
|
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% | -$6.3K | 0.03% | 569 |
|
|
2017
Q3 | $214K | Hold |
3,262
| – | – | 0.03% | 547 |
|
|
2017
Q2 | $209K | Buy |
+3,262
| New | +$209K | 0.04% | 517 |
|