LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Hold |
5,540
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $582K | Hold |
5,540
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $836K | Hold |
5,540
| – | – | 0.01% | 179 |
|
|
2024
Q3 | $724K | Hold |
5,540
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $754K | Sell |
5,540
-52
| -0.9% | -$7.08K | 0.01% | 175 |
|
|
2024
Q1 | $749K | Buy |
5,592
+52
| +0.9% | +$6.96K | 0.01% | 169 |
|
|
2023
Q4 | $721K | Hold |
5,540
| – | – | 0.01% | 177 |
|
|
2023
Q3 | $579K | Hold |
5,540
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $666K | Sell |
5,540
-250
| -4% | -$30.1K | 0.01% | 180 |
|
|
2023
Q1 | $801K | Hold |
5,790
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $866K | Sell |
5,790
-100
| -2% | -$15K | 0.01% | 158 |
|
|
2022
Q3 | $716K | Hold |
5,890
| – | – | 0.01% | 167 |
|
|
2022
Q2 | $700K | Hold |
5,890
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $779K | Buy |
5,890
+1,860
| +46% | +$246K | 0.01% | 184 |
|
|
2021
Q4 | $643K | Sell |
4,030
-82
| -2% | -$13.1K | 0.01% | 202 |
|
|
2021
Q3 | $648K | Sell |
4,112
-46
| -1% | -$7.25K | 0.01% | 198 |
|
|
2021
Q2 | $615K | Buy |
4,158
+1,500
| +56% | +$222K | 0.01% | 207 |
|
|
2021
Q1 | $338K | Buy |
2,658
+1,886
| +244% | +$240K | ﹤0.01% | 244 |
|
|
2020
Q4 | $91K | Buy |
772
+42
| +6% | +$4.95K | ﹤0.01% | 360 |
|
|
2020
Q3 | $74K | Buy |
730
+216
| +42% | +$21.9K | ﹤0.01% | 355 |
|
|
2020
Q2 | $45K | Hold |
514
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $37K | Hold |
514
| – | – | ﹤0.01% | 405 |
|
|
2019
Q4 | $44K | Hold |
514
| – | – | ﹤0.01% | 429 |
|
|
2019
Q3 | $39K | Hold |
514
| – | – | ﹤0.01% | 428 |
|
|
2019
Q2 | $38K | Hold |
514
| – | – | ﹤0.01% | 427 |
|
|
2019
Q1 | $41K | Hold |
514
| – | – | ﹤0.01% | 415 |
|
|
2018
Q4 | $35K | Hold |
514
| – | – | ﹤0.01% | 445 |
|
|
2018
Q3 | $36K | Hold |
514
| – | – | ﹤0.01% | 450 |
|
|
2018
Q2 | $32K | Hold |
514
| – | – | ﹤0.01% | 467 |
|
|
2018
Q1 | $34K | Sell |
514
-150
| -23% | -$9.92K | ﹤0.01% | 480 |
|
|
2017
Q4 | $44K | Buy |
664
+150
| +29% | +$9.94K | ﹤0.01% | 448 |
|
|
2017
Q3 | $33K | Hold |
514
| – | – | ﹤0.01% | 463 |
|
|
2017
Q2 | $31K | Hold |
514
| – | – | ﹤0.01% | 455 |
|
|
2017
Q1 | $27K | Hold |
514
| – | – | ﹤0.01% | 465 |
|
|
2016
Q4 | $23K | Hold |
514
| – | – | ﹤0.01% | 459 |
|
|
2016
Q3 | $24K | Hold |
514
| – | – | ﹤0.01% | 467 |
|
|
2016
Q2 | $23K | Buy |
+514
| New | +$23K | ﹤0.01% | 472 |
|
|
2015
Q1 | – | Sell |
-2,766
| Closed | -$113K | – | 619 |
|
|
2014
Q4 | $113K | Hold |
2,766
| – | – | ﹤0.01% | 344 |
|
|
2014
Q3 | $158K | Hold |
2,766
| – | – | ﹤0.01% | 294 |
|
|
2014
Q2 | $159K | Hold |
2,766
| – | – | ﹤0.01% | 301 |
|
|
2014
Q1 | $155K | Hold |
2,766
| – | – | ﹤0.01% | 288 |
|
|
2013
Q4 | $158K | Hold |
2,766
| – | – | ﹤0.01% | 280 |
|
|
2013
Q3 | $142K | Buy |
+2,766
| New | +$142K | ﹤0.01% | 272 |
|