Laird Norton Wetherby Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
+2,115
| New | +$268K | 0.01% | 765 |
|
|
2024
Q4 | $300K | Buy |
2,437
+54
| +2% | +$6.64K | 0.01% | 700 |
|
|
2024
Q3 | $322K | Sell |
2,383
-17
| -0.7% | -$2.3K | 0.01% | 703 |
|
|
2024
Q2 | $289K | Sell |
2,400
-285
| -11% | -$34.3K | 0.01% | 720 |
|
|
2024
Q1 | $345K | Sell |
2,685
-11
| -0.4% | -$1.41K | 0.02% | 692 |
|
|
2023
Q4 | $360K | Buy |
2,696
+159
| +6% | +$21.3K | 0.02% | 659 |
|
|
2023
Q3 | $300K | Sell |
2,537
-254
| -9% | -$30.1K | 0.02% | 684 |
|
|
2023
Q2 | $364K | Sell |
2,791
-329
| -11% | -$42.9K | 0.02% | 648 |
|
|
2023
Q1 | $440K | Sell |
3,120
-308
| -9% | -$43.4K | 0.03% | 582 |
|
|
2022
Q4 | $490K | Sell |
3,428
-39
| -1% | -$5.58K | 0.03% | 523 |
|
|
2022
Q3 | $469K | Buy |
3,467
+473
| +16% | +$64K | 0.03% | 518 |
|
|
2022
Q2 | $477K | Sell |
2,994
-123
| -4% | -$19.6K | 0.03% | 527 |
|
|
2022
Q1 | $546K | Sell |
3,117
-85
| -3% | -$14.9K | 0.03% | 496 |
|
|
2021
Q4 | $672K | Buy |
3,202
+61
| +2% | +$12.8K | 0.04% | 412 |
|
|
2021
Q3 | $581K | Buy |
3,141
+8
| +0.3% | +$1.48K | 0.04% | 454 |
|
|
2021
Q2 | $537K | Buy |
3,133
+59
| +2% | +$10.1K | 0.03% | 480 |
|
|
2021
Q1 | $461K | Sell |
3,074
-33
| -1% | -$4.95K | 0.04% | 459 |
|
|
2020
Q4 | $472K | Sell |
3,107
-90
| -3% | -$13.7K | 0.03% | 475 |
|
|
2020
Q3 | $449K | Sell |
3,197
-55
| -2% | -$7.72K | 0.04% | 406 |
|
|
2020
Q2 | $441K | Sell |
3,252
-580
| -15% | -$78.7K | 0.04% | 387 |
|
|
2020
Q1 | $479K | Buy |
3,832
+89
| +2% | +$11.1K | 0.05% | 330 |
|
|
2019
Q4 | $562K | Buy |
3,743
+233
| +7% | +$35K | 0.06% | 374 |
|
|
2019
Q3 | $521K | Buy |
3,510
+284
| +9% | +$42.2K | 0.05% | 381 |
|
|
2019
Q2 | $413K | Buy |
3,226
+225
| +7% | +$28.8K | 0.05% | 442 |
|
|
2019
Q1 | $355K | Sell |
3,001
-28
| -0.9% | -$3.31K | 0.04% | 460 |
|
|
2018
Q4 | $308K | Buy |
3,029
+68
| +2% | +$6.91K | 0.04% | 457 |
|
|
2018
Q3 | $301K | Buy |
2,961
+67
| +2% | +$6.81K | 0.04% | 499 |
|
|
2018
Q2 | $284K | Buy |
2,894
+276
| +11% | +$27.1K | 0.04% | 491 |
|
|
2018
Q1 | $239K | Buy |
2,618
+13
| +0.5% | +$1.19K | 0.03% | 550 |
|
|
2017
Q4 | $242K | Buy |
+2,605
| New | +$242K | 0.03% | 527 |
|