Laird Norton Wetherby Wealth Management’s TAL Education Group TAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
+44,013
| New | +$450K | 0.02% | 600 |
|
|
2024
Q4 | $447K | Sell |
44,656
-1,543
| -3% | -$15.5K | 0.02% | 568 |
|
|
2024
Q3 | $547K | Sell |
46,199
-318
| -0.7% | -$3.77K | 0.03% | 529 |
|
|
2024
Q2 | $496K | Sell |
46,517
-593
| -1% | -$6.33K | 0.02% | 537 |
|
|
2024
Q1 | $535K | Hold |
47,110
| – | – | 0.03% | 537 |
|
|
2023
Q4 | $595K | Hold |
47,110
| – | – | 0.03% | 490 |
|
|
2023
Q3 | $429K | Sell |
47,110
-953
| -2% | -$8.68K | 0.02% | 570 |
|
|
2023
Q2 | $286K | Sell |
48,063
-50
| -0.1% | -$298 | 0.02% | 732 |
|
|
2023
Q1 | $308K | Buy |
48,113
+50
| +0.1% | +$321 | 0.02% | 693 |
|
|
2022
Q4 | $339K | Hold |
48,063
| – | – | 0.02% | 643 |
|
|
2022
Q3 | $237K | Buy |
48,063
+355
| +0.7% | +$1.75K | 0.02% | 746 |
|
|
2022
Q2 | $232K | Buy |
47,708
+8,129
| +21% | +$39.5K | 0.02% | 770 |
|
|
2022
Q1 | $119K | Buy |
39,579
+12,046
| +44% | +$36.2K | 0.01% | 885 |
|
|
2021
Q4 | $108K | Buy |
+27,533
| New | +$108K | 0.01% | 889 |
|
|
2021
Q3 | – | Sell |
-16,097
| Closed | -$406K | – | 929 |
|
|
2021
Q2 | $406K | Sell |
16,097
-841
| -5% | -$21.2K | 0.02% | 581 |
|
|
2021
Q1 | $912K | Sell |
16,938
-756
| -4% | -$40.7K | 0.07% | 280 |
|
|
2020
Q4 | $1.27M | Sell |
17,694
-467
| -3% | -$33.4K | 0.09% | 223 |
|
|
2020
Q3 | $1.38M | Sell |
18,161
-999
| -5% | -$76K | 0.12% | 160 |
|
|
2020
Q2 | $1.31M | Sell |
19,160
-261
| -1% | -$17.9K | 0.12% | 157 |
|
|
2020
Q1 | $1.04M | Sell |
19,421
-103
| -0.5% | -$5.49K | 0.12% | 182 |
|
|
2019
Q4 | $941K | Buy |
19,524
+676
| +4% | +$32.6K | 0.09% | 224 |
|
|
2019
Q3 | $645K | Sell |
18,848
-157
| -0.8% | -$5.37K | 0.07% | 322 |
|
|
2019
Q2 | $724K | Buy |
19,005
+577
| +3% | +$22K | 0.08% | 279 |
|
|
2019
Q1 | $665K | Buy |
18,428
+186
| +1% | +$6.71K | 0.08% | 276 |
|
|
2018
Q4 | $487K | Buy |
18,242
+517
| +3% | +$13.8K | 0.07% | 334 |
|
|
2018
Q3 | $456K | Sell |
17,725
-763
| -4% | -$19.6K | 0.06% | 390 |
|
|
2018
Q2 | $680K | Sell |
18,488
-556
| -3% | -$20.5K | 0.09% | 266 |
|
|
2018
Q1 | $706K | Buy |
19,044
+419
| +2% | +$15.5K | 0.1% | 246 |
|
|
2017
Q4 | $553K | Sell |
18,625
-522
| -3% | -$15.5K | 0.08% | 326 |
|
|
2017
Q3 | $645K | Buy |
+19,147
| New | +$645K | 0.1% | 262 |
|