Laird Norton Wetherby Wealth Management’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
+5,961
| New | +$625K | 0.03% | 498 |
|
|
2024
Q4 | $651K | Sell |
5,953
-1,204
| -17% | -$132K | 0.03% | 449 |
|
|
2024
Q3 | $823K | Sell |
7,157
-6
| -0.1% | -$690 | 0.04% | 404 |
|
|
2024
Q2 | $715K | Sell |
7,163
-225
| -3% | -$22.5K | 0.03% | 428 |
|
|
2024
Q1 | $816K | Sell |
7,388
-8
| -0.1% | -$884 | 0.04% | 406 |
|
|
2023
Q4 | $793K | Sell |
7,396
-103
| -1% | -$11K | 0.04% | 406 |
|
|
2023
Q3 | $739K | Buy |
7,499
+117
| +2% | +$11.5K | 0.04% | 406 |
|
|
2023
Q2 | $778K | Buy |
7,382
+42
| +0.6% | +$4.43K | 0.04% | 401 |
|
|
2023
Q1 | $707K | Buy |
7,340
+101
| +1% | +$9.72K | 0.04% | 414 |
|
|
2022
Q4 | $623K | Sell |
7,239
-225
| -3% | -$19.4K | 0.04% | 450 |
|
|
2022
Q3 | $562K | Buy |
7,464
+578
| +8% | +$43.5K | 0.04% | 452 |
|
|
2022
Q2 | $549K | Buy |
6,886
+1,589
| +30% | +$127K | 0.04% | 475 |
|
|
2022
Q1 | $423K | Buy |
5,297
+204
| +4% | +$16.3K | 0.02% | 572 |
|
|
2021
Q4 | $451K | Buy |
5,093
+54
| +1% | +$4.78K | 0.03% | 558 |
|
|
2021
Q3 | $427K | Sell |
5,039
-27
| -0.5% | -$2.29K | 0.03% | 551 |
|
|
2021
Q2 | $459K | Buy |
5,066
+199
| +4% | +$18K | 0.03% | 540 |
|
|
2021
Q1 | $405K | Buy |
4,867
+6
| +0.1% | +$499 | 0.03% | 507 |
|
|
2020
Q4 | $386K | Sell |
4,861
-62
| -1% | -$4.92K | 0.03% | 544 |
|
|
2020
Q3 | $334K | Sell |
4,923
-193
| -4% | -$13.1K | 0.03% | 490 |
|
|
2020
Q2 | $322K | Sell |
5,116
-1,379
| -21% | -$86.8K | 0.03% | 486 |
|
|
2020
Q1 | $353K | Buy |
6,495
+509
| +9% | +$27.7K | 0.04% | 403 |
|
|
2019
Q4 | $501K | Buy |
5,986
+128
| +2% | +$10.7K | 0.05% | 407 |
|
|
2019
Q3 | $464K | Buy |
+5,858
| New | +$464K | 0.05% | 423 |
|
|
2019
Q2 | – | Sell |
-4,855
| Closed | -$334K | – | 686 |
|
|
2019
Q1 | $334K | Buy |
4,855
+505
| +12% | +$34.7K | 0.04% | 475 |
|
|
2018
Q4 | $266K | Buy |
4,350
+602
| +16% | +$36.8K | 0.04% | 501 |
|
|
2018
Q3 | $242K | Buy |
3,748
+26
| +0.7% | +$1.68K | 0.03% | 564 |
|
|
2018
Q2 | $236K | Sell |
3,722
-125
| -3% | -$7.93K | 0.03% | 546 |
|
|
2018
Q1 | $222K | Buy |
+3,847
| New | +$222K | 0.03% | 577 |
|