Laird Norton Wetherby Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Buy |
+4,275
| New | +$231K | 0.01% | 813 |
|
|
2024
Q4 | – | Sell |
-2,472
| Closed | -$206K | – | 936 |
|
|
2024
Q3 | $206K | Buy |
+2,472
| New | +$201K | 0.01% | 867 |
|
|
2024
Q2 | – | Sell |
-2,493
| Closed | -$250K | – | 964 |
|
|
2024
Q1 | $250K | Sell |
2,493
-2
| -0.1% | -$184 | 0.01% | 800 |
|
|
2023
Q4 | $236K | Sell |
2,495
-122
| -5% | -$11.2K | 0.01% | 807 |
|
|
2023
Q3 | $273K | Hold |
2,617
| – | – | 0.02% | 715 |
|
|
2023
Q2 | $316K | Sell |
2,617
-665
| -20% | -$73.5K | 0.02% | 697 |
|
|
2023
Q1 | $363K | Sell |
3,282
-30
| -0.9% | -$3.32K | 0.02% | 640 |
|
|
2022
Q4 | $335K | Sell |
3,312
-361
| -10% | -$37.6K | 0.02% | 646 |
|
|
2022
Q3 | $351K | Sell |
3,673
-213
| -5% | -$23.9K | 0.02% | 603 |
|
|
2022
Q2 | $386K | Buy |
3,886
+463
| +14% | +$48K | 0.03% | 589 |
|
|
2022
Q1 | $361K | Buy |
3,423
+54
| +2% | +$6.15K | 0.02% | 639 |
|
|
2021
Q4 | $370K | Hold |
3,369
| – | – | 0.02% | 639 |
|
|
2021
Q3 | $403K | Sell |
3,369
-5
| -0.1% | -$635 | 0.03% | 583 |
|
|
2021
Q2 | $462K | Buy |
3,374
+5
| +0.1% | +$678 | 0.03% | 542 |
|
|
2021
Q1 | $450K | Sell |
3,369
-410
| -11% | -$50K | 0.03% | 471 |
|
|
2020
Q4 | $360K | Hold |
3,779
| – | – | 0.02% | 586 |
|
|
2020
Q3 | $357K | Hold |
3,779
| – | – | 0.03% | 474 |
|
|
2020
Q2 | $350K | Buy |
+3,779
| New | +$288K | 0.03% | 457 |
|
|
2020
Q1 | – | Sell |
-3,702
| Closed | -$376K | – | 736 |
|
|
2019
Q4 | $376K | Hold |
3,702
| – | – | 0.04% | 475 |
|
|
2019
Q3 | $326K | Sell |
3,702
-9
| -0.2% | -$780 | 0.03% | 517 |
|
|
2019
Q2 | $339K | Sell |
3,711
-111
| -3% | -$10.1K | 0.04% | 496 |
|
|
2019
Q1 | $323K | Hold |
3,822
| – | – | 0.04% | 487 |
|
|
2018
Q4 | $293K | Sell |
3,822
-315
| -8% | -$28.3K | 0.04% | 472 |
|
|
2018
Q3 | $418K | Hold |
4,137
| – | – | 0.05% | 407 |
|
|
2018
Q2 | $505K | Sell |
4,137
-224
| -5% | -$26.2K | 0.07% | 336 |
|
|
2018
Q1 | $499K | Sell |
4,361
-2
| -0% | -$241 | 0.07% | 348 |
|
|
2017
Q4 | $541K | Sell |
4,363
-331
| -7% | -$39.3K | 0.08% | 330 |
|
|
2017
Q3 | $491K | Sell |
4,694
-166
| -3% | -$15.7K | 0.07% | 333 |
|
|
2017
Q2 | $448K | Sell |
4,860
-42
| -0.9% | -$3.6K | 0.08% | 323 |
|
|
2017
Q1 | $411K | Buy |
4,902
+244
| +5% | +$21K | 0.07% | 338 |
|
|
2016
Q4 | $384K | Sell |
4,658
-12
| -0.3% | -$979 | 0.08% | 337 |
|
|
2016
Q3 | $362K | Sell |
4,670
-70
| -1% | -$6.08K | 0.07% | 327 |
|
|
2016
Q2 | $388K | Sell |
4,740
-111
| -2% | -$9.84K | 0.09% | 288 |
|
|
2016
Q1 | $478K | Buy |
4,851
+226
| +5% | +$19.6K | 0.11% | 219 |
|
|
2015
Q4 | $398K | Sell |
4,625
-5
| -0.1% | -$530 | 0.1% | 245 |
|
|
2015
Q3 | $555K | Buy |
4,630
+131
| +3% | +$17.8K | 0.14% | 177 |
|
|
2015
Q2 | $666K | Buy |
4,499
+22
| +0.5% | +$3.17K | 0.16% | 148 |
|
|
2015
Q1 | $632K | Sell |
4,477
-192
| -4% | -$28.3K | 0.15% | 152 |
|
|
2014
Q4 | $706K | Sell |
4,669
-7
| -0.1% | -$1.05K | 0.18% | 123 |
|
|
2014
Q3 | $700K | Buy |
4,676
+14
| +0.3% | +$2.02K | 0.2% | 125 |
|
|
2014
Q2 | $607K | Hold |
4,662
| – | – | 0.17% | 146 |
|
|
2014
Q1 | $651K | Sell |
4,662
-172
| -4% | -$23.2K | 0.19% | 137 |
|
|
2013
Q4 | $704K | Hold |
4,834
| – | – | 0.2% | 124 |
|
|
2013
Q3 | $624K | Hold |
4,834
| – | – | 0.19% | 125 |
|
|
2013
Q2 | $459K | Buy |
+4,834
| New | +$437K | 0.16% | 147 |
|
Other funds holding PII
