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 |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $206K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $250K | Sell |
|
|||||
|
2023
Q4 | $236K | Sell |
|
|||||
|
2023
Q3 | $273K | Hold |
|
|||||
|
2023
Q2 | $316K | Sell |
|
|||||
|
2023
Q1 | $363K | Sell |
|
|||||
|
2022
Q4 | $335K | Sell |
|
|||||
|
2022
Q3 | $351K | Sell |
|
|||||
|
2022
Q2 | $386K | Buy |
|
|||||
|
2022
Q1 | $361K | Buy |
|
|||||
|
2021
Q4 | $370K | Hold |
|
|||||
|
2021
Q3 | $403K | Sell |
|
|||||
|
2021
Q2 | $462K | Buy |
|
|||||
|
2021
Q1 | $450K | Sell |
|
|||||
|
2020
Q4 | $360K | Hold |
|
|||||
|
2020
Q3 | $357K | Hold |
|
|||||
|
2020
Q2 | $350K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $376K | Hold |
|
|||||
|
2019
Q3 | $326K | Sell |
|
|||||
|
2019
Q2 | $339K | Sell |
|
|||||
|
2019
Q1 | $323K | Hold |
|
|||||
|
2018
Q4 | $293K | Sell |
|
|||||
|
2018
Q3 | $418K | Hold |
|
|||||
|
2018
Q2 | $505K | Sell |
|
|||||
|
2018
Q1 | $499K | Sell |
|
|||||
|
2017
Q4 | $541K | Sell |
|
|||||
|
2017
Q3 | $491K | Sell |
|
|||||
|
2017
Q2 | $448K | Sell |
|
|||||
|
2017
Q1 | $411K | Buy |
|
|||||
|
2016
Q4 | $384K | Sell |
|
|||||
|
2016
Q3 | $362K | Sell |
|
|||||
|
2016
Q2 | $388K | Sell |
|
|||||
|
2016
Q1 | $478K | Buy |
|
|||||
|
2015
Q4 | $398K | Sell |
|
|||||
|
2015
Q3 | $555K | Buy |
|
|||||
|
2015
Q2 | $666K | Buy |
|
|||||
|
2015
Q1 | $632K | Sell |
|
|||||
|
2014
Q4 | $706K | Sell |
|
|||||
|
2014
Q3 | $700K | Buy |
|
|||||
|
2014
Q2 | $607K | Hold |
|
|||||
|
2014
Q1 | $651K | Sell |
|
|||||
|
2013
Q4 | $704K | Hold |
|
|||||
|
2013
Q3 | $624K | Hold |
|
|||||
|
2013
Q2 | $459K | Buy |
|