Laird Norton Wetherby Wealth Management’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,939
| Closed | -$97.1K | – | 919 |
|
|
2024
Q3 | $97.1K | Buy |
10,939
+684
| +7% | +$5.57K | ﹤0.01% | 917 |
|
|
2024
Q2 | $64.7K | Sell |
10,255
-424
| -4% | -$2.95K | ﹤0.01% | 919 |
|
|
2024
Q1 | $71.3K | Sell |
10,679
-1,181
| -10% | -$9.22K | ﹤0.01% | 949 |
|
|
2023
Q4 | $137K | Sell |
11,860
-604
| -5% | -$5.63K | 0.01% | 881 |
|
|
2023
Q3 | $114K | Sell |
12,464
-544
| -4% | -$5.31K | 0.01% | 858 |
|
|
2023
Q2 | $119K | Sell |
13,008
-6,544
| -33% | -$54K | 0.01% | 906 |
|
|
2023
Q1 | $144K | Sell |
19,552
-8,769
| -31% | -$76K | 0.01% | 860 |
|
|
2022
Q4 | $241K | Buy |
28,321
+16,723
| +144% | +$122K | 0.02% | 749 |
|
|
2022
Q3 | $71K | Sell |
11,598
-30,241
| -72% | -$269K | 0.01% | 861 |
|
|
2022
Q2 | $497K | Buy |
41,839
+29,839
| +249% | +$356K | 0.03% | 508 |
|
|
2022
Q1 | $140K | Buy |
+12,000
| New | +$138K | 0.01% | 883 |
|
|
2020
Q3 | – | Sell |
-13,487
| Closed | -$246K | – | 737 |
|
|
2020
Q2 | $246K | Sell |
13,487
-1,065
| -7% | -$21.1K | 0.02% | 582 |
|
|
2020
Q1 | $294K | Buy |
14,552
+762
| +6% | +$17.1K | 0.03% | 459 |
|
|
2019
Q4 | $321K | Sell |
13,790
-2,404
| -15% | -$52.4K | 0.03% | 520 |
|
|
2019
Q3 | $325K | Buy |
16,194
+5
| +0% | +$107 | 0.03% | 518 |
|
|
2019
Q2 | $342K | Buy |
16,189
+849
| +6% | +$16.2K | 0.04% | 494 |
|
|
2019
Q1 | $309K | Sell |
15,340
-1,074
| -7% | -$20.5K | 0.04% | 503 |
|
|
2018
Q4 | $301K | Sell |
16,414
-1,064
| -6% | -$21.2K | 0.04% | 463 |
|
|
2018
Q3 | $373K | Sell |
17,478
-848
| -5% | -$17.9K | 0.05% | 439 |
|
|
2018
Q2 | $394K | Sell |
18,326
-1,945
| -10% | -$42.4K | 0.05% | 404 |
|
|
2018
Q1 | $430K | Buy |
20,271
+922
| +5% | +$21K | 0.06% | 387 |
|
|
2017
Q4 | $444K | Buy |
19,349
+192
| +1% | +$4.26K | 0.06% | 377 |
|
|
2017
Q3 | $419K | Buy |
19,157
+426
| +2% | +$8.84K | 0.06% | 379 |
|
|
2017
Q2 | $396K | Buy |
18,731
+544
| +3% | +$11.4K | 0.07% | 364 |
|
|
2017
Q1 | $343K | Buy |
18,187
+2,234
| +14% | +$38.8K | 0.06% | 388 |
|
|
2016
Q4 | $256K | Buy |
15,953
+4,820
| +43% | +$73.8K | 0.05% | 441 |
|
|
2016
Q3 | $178K | Buy |
+11,133
| New | +$183K | 0.04% | 494 |
|
Other funds holding GRFS
BIP
PIP
BCIM
AC
SCM
WA