Laird Norton Wetherby Wealth Management’s PLDT PHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
+13,340
| New | +$290K | 0.01% | 741 |
|
|
2024
Q4 | $391K | Sell |
17,654
-4,676
| -21% | -$104K | 0.02% | 616 |
|
|
2024
Q3 | $600K | Sell |
22,330
-582
| -3% | -$15.6K | 0.03% | 500 |
|
|
2024
Q2 | $563K | Sell |
22,912
-784
| -3% | -$19.3K | 0.03% | 504 |
|
|
2024
Q1 | $584K | Sell |
23,696
-1,505
| -6% | -$37.1K | 0.03% | 511 |
|
|
2023
Q4 | $590K | Buy |
25,201
+8,261
| +49% | +$194K | 0.03% | 493 |
|
|
2023
Q3 | $350K | Buy |
16,940
+740
| +5% | +$15.3K | 0.02% | 630 |
|
|
2023
Q2 | $379K | Sell |
16,200
-774
| -5% | -$18.1K | 0.02% | 635 |
|
|
2023
Q1 | $429K | Sell |
16,974
-2,754
| -14% | -$69.5K | 0.03% | 593 |
|
|
2022
Q4 | $450K | Sell |
19,728
-2,680
| -12% | -$61.1K | 0.03% | 555 |
|
|
2022
Q3 | $567K | Buy |
22,408
+3,794
| +20% | +$96K | 0.04% | 449 |
|
|
2022
Q2 | $566K | Buy |
18,614
+1,928
| +12% | +$58.6K | 0.04% | 462 |
|
|
2022
Q1 | $586K | Buy |
16,686
+581
| +4% | +$20.4K | 0.03% | 469 |
|
|
2021
Q4 | $575K | Buy |
16,105
+1,006
| +7% | +$35.9K | 0.03% | 465 |
|
|
2021
Q3 | $492K | Sell |
15,099
-1,104
| -7% | -$36K | 0.03% | 513 |
|
|
2021
Q2 | $426K | Sell |
16,203
-995
| -6% | -$26.2K | 0.03% | 570 |
|
|
2021
Q1 | $450K | Sell |
17,198
-687
| -4% | -$18K | 0.03% | 470 |
|
|
2020
Q4 | $499K | Sell |
17,885
-138
| -0.8% | -$3.85K | 0.03% | 458 |
|
|
2020
Q3 | $487K | Buy |
18,023
+253
| +1% | +$6.84K | 0.04% | 383 |
|
|
2020
Q2 | $433K | Buy |
17,770
+2,908
| +20% | +$70.9K | 0.04% | 395 |
|
|
2020
Q1 | $306K | Buy |
14,862
+93
| +0.6% | +$1.92K | 0.03% | 445 |
|
|
2019
Q4 | $295K | Buy |
14,769
+79
| +0.5% | +$1.58K | 0.03% | 542 |
|
|
2019
Q3 | $323K | Sell |
14,690
-4,664
| -24% | -$103K | 0.03% | 521 |
|
|
2019
Q2 | $480K | Buy |
19,354
+8,085
| +72% | +$201K | 0.05% | 408 |
|
|
2019
Q1 | $244K | Buy |
+11,269
| New | +$244K | 0.03% | 566 |
|
|
2018
Q4 | – | Sell |
-13,493
| Closed | -$347K | – | 672 |
|
|
2018
Q3 | $347K | Buy |
13,493
+3,925
| +41% | +$101K | 0.04% | 462 |
|
|
2018
Q2 | $223K | Sell |
9,568
-1,321
| -12% | -$30.8K | 0.03% | 570 |
|
|
2018
Q1 | $309K | Buy |
10,889
+675
| +7% | +$19.2K | 0.04% | 469 |
|
|
2017
Q4 | $308K | Buy |
10,214
+819
| +9% | +$24.7K | 0.04% | 470 |
|
|
2017
Q3 | $300K | Sell |
9,395
-1,339
| -12% | -$42.8K | 0.04% | 455 |
|
|
2017
Q2 | $379K | Buy |
10,734
+1,770
| +20% | +$62.5K | 0.06% | 371 |
|
|
2017
Q1 | $288K | Buy |
+8,964
| New | +$288K | 0.05% | 437 |
|
|
2016
Q2 | – | Sell |
-5,507
| Closed | -$239K | – | 519 |
|
|
2016
Q1 | $239K | Buy |
5,507
+9
| +0.2% | +$391 | 0.06% | 389 |
|
|
2015
Q4 | $235K | Buy |
+5,498
| New | +$235K | 0.06% | 386 |
|
|
2015
Q3 | – | Sell |
-4,144
| Closed | -$258K | – | 479 |
|
|
2015
Q2 | $258K | Buy |
4,144
+868
| +26% | +$54K | 0.06% | 365 |
|
|
2015
Q1 | $205K | Sell |
3,276
-140
| -4% | -$8.76K | 0.05% | 435 |
|
|
2014
Q4 | $216K | Sell |
3,416
-80
| -2% | -$5.06K | 0.05% | 398 |
|
|
2014
Q3 | $241K | Buy |
3,496
+418
| +14% | +$28.8K | 0.07% | 350 |
|
|
2014
Q2 | $207K | Buy |
+3,078
| New | +$207K | 0.06% | 400 |
|