Laird Norton Wetherby Wealth Management’s Fortis FTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
+12,021
| New | +$574K | 0.03% | 520 |
|
|
2024
Q4 | $519K | Sell |
12,476
-2,019
| -14% | -$83.9K | 0.02% | 517 |
|
|
2024
Q3 | $659K | Sell |
14,495
-606
| -4% | -$27.5K | 0.03% | 473 |
|
|
2024
Q2 | $587K | Sell |
15,101
-292
| -2% | -$11.3K | 0.03% | 490 |
|
|
2024
Q1 | $608K | Sell |
15,393
-874
| -5% | -$34.5K | 0.03% | 500 |
|
|
2023
Q4 | $669K | Sell |
16,267
-2,294
| -12% | -$94.4K | 0.03% | 450 |
|
|
2023
Q3 | $705K | Sell |
18,561
-3,052
| -14% | -$116K | 0.04% | 421 |
|
|
2023
Q2 | $931K | Sell |
21,613
-2,643
| -11% | -$114K | 0.05% | 353 |
|
|
2023
Q1 | $1.03M | Buy |
24,256
+167
| +0.7% | +$7.1K | 0.06% | 327 |
|
|
2022
Q4 | $965K | Buy |
24,089
+6,459
| +37% | +$259K | 0.06% | 333 |
|
|
2022
Q3 | $670K | Buy |
17,630
+328
| +2% | +$12.5K | 0.05% | 390 |
|
|
2022
Q2 | $818K | Buy |
17,302
+3,197
| +23% | +$151K | 0.06% | 342 |
|
|
2022
Q1 | $698K | Sell |
14,105
-872
| -6% | -$43.2K | 0.04% | 411 |
|
|
2021
Q4 | $723K | Buy |
14,977
+514
| +4% | +$24.8K | 0.04% | 397 |
|
|
2021
Q3 | $641K | Sell |
14,463
-21
| -0.1% | -$931 | 0.04% | 421 |
|
|
2021
Q2 | $641K | Buy |
14,484
+207
| +1% | +$9.16K | 0.04% | 421 |
|
|
2021
Q1 | $619K | Sell |
14,277
-360
| -2% | -$15.6K | 0.05% | 381 |
|
|
2020
Q4 | $598K | Sell |
14,637
-1,968
| -12% | -$80.4K | 0.04% | 407 |
|
|
2020
Q3 | $679K | Buy |
16,605
+786
| +5% | +$32.1K | 0.06% | 309 |
|
|
2020
Q2 | $602K | Sell |
15,819
-1,798
| -10% | -$68.4K | 0.06% | 319 |
|
|
2020
Q1 | $680K | Sell |
17,617
-511
| -3% | -$19.7K | 0.08% | 250 |
|
|
2019
Q4 | $753K | Sell |
18,128
-112
| -0.6% | -$4.65K | 0.07% | 285 |
|
|
2019
Q3 | $772K | Buy |
18,240
+2,694
| +17% | +$114K | 0.08% | 270 |
|
|
2019
Q2 | $614K | Buy |
15,546
+2,627
| +20% | +$104K | 0.07% | 328 |
|
|
2019
Q1 | $478K | Buy |
12,919
+191
| +2% | +$7.07K | 0.06% | 373 |
|
|
2018
Q4 | $424K | Buy |
12,728
+6,149
| +93% | +$205K | 0.06% | 374 |
|
|
2018
Q3 | $213K | Buy |
+6,579
| New | +$213K | 0.03% | 610 |
|