LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300M | Sell |
1,463,881
-22,023
| -1% | -$4.52M | 2.65% | 11 |
|
|
2025
Q1 | $304M | Sell |
1,485,904
-15,703
| -1% | -$3.21M | 2.96% | 9 |
|
|
2024
Q4 | $345M | Sell |
1,501,607
-22,949
| -2% | -$5.28M | 2.97% | 9 |
|
|
2024
Q3 | $352M | Buy |
1,524,556
+1,637
| +0.1% | +$377K | 3.14% | 9 |
|
|
2024
Q2 | $358M | Sell |
1,522,919
-37,699
| -2% | -$8.85M | 3.29% | 9 |
|
|
2024
Q1 | $259M | Sell |
1,560,618
-15,342
| -1% | -$2.54M | 2.57% | 11 |
|
|
2023
Q4 | $291M | Sell |
1,575,960
-57,452
| -4% | -$10.6M | 2.88% | 10 |
|
|
2023
Q3 | $290M | Sell |
1,633,412
-8,700
| -0.5% | -$1.54M | 3.25% | 10 |
|
|
2023
Q2 | $319M | Sell |
1,642,112
-16,914
| -1% | -$3.28M | 3.4% | 8 |
|
|
2023
Q1 | $274M | Sell |
1,659,026
-18,521
| -1% | -$3.05M | 3.13% | 10 |
|
|
2022
Q4 | $218M | Sell |
1,677,547
-20,682
| -1% | -$2.69M | 2.7% | 10 |
|
|
2022
Q3 | $235M | Sell |
1,698,229
-21,883
| -1% | -$3.02M | 3.05% | 10 |
|
|
2022
Q2 | $235M | Sell |
1,720,112
-21,245
| -1% | -$2.9M | 2.89% | 10 |
|
|
2022
Q1 | $304M | Sell |
1,741,357
-84,742
| -5% | -$14.8M | 3.12% | 10 |
|
|
2021
Q4 | $324M | Sell |
1,826,099
-20,029
| -1% | -$3.56M | 2.97% | 9 |
|
|
2021
Q3 | $261M | Sell |
1,846,128
-21,591
| -1% | -$3.06M | 2.59% | 13 |
|
|
2021
Q2 | $256M | Sell |
1,867,719
-35,055
| -2% | -$4.8M | 2.59% | 12 |
|
|
2021
Q1 | $232M | Sell |
1,902,774
-20,456
| -1% | -$2.5M | 2.57% | 13 |
|
|
2020
Q4 | $255M | Sell |
1,923,230
-44,030
| -2% | -$5.84M | 2.86% | 12 |
|
|
2020
Q3 | $228M | Buy |
1,967,260
+1,470,864
| +296% | +$170M | 2.86% | 11 |
|
|
2020
Q2 | $181M | Sell |
496,396
-3,692
| -0.7% | -$1.35M | 2.5% | 14 |
|
|
2020
Q1 | $127M | Sell |
500,088
-7,278
| -1% | -$1.85M | 2.13% | 17 |
|
|
2019
Q4 | $149M | Sell |
507,366
-6,700
| -1% | -$1.97M | 2.01% | 17 |
|
|
2019
Q3 | $115M | Sell |
514,066
-11,272
| -2% | -$2.52M | 1.67% | 22 |
|
|
2019
Q2 | $104M | Sell |
525,338
-10,376
| -2% | -$2.05M | 1.51% | 23 |
|
|
2019
Q1 | $102M | Buy |
535,714
+14,500
| +3% | +$2.75M | 1.55% | 22 |
|
|
2018
Q4 | $82.2M | Buy |
521,214
+8,070
| +2% | +$1.27M | 1.49% | 22 |
|
|
2018
Q3 | $116M | Sell |
513,144
-3,866
| -0.7% | -$873K | 1.83% | 19 |
|
|
2018
Q2 | $95.7M | Sell |
517,010
-8,645
| -2% | -$1.6M | 1.66% | 20 |
|
|
2018
Q1 | $88.2M | Sell |
525,655
-8,568
| -2% | -$1.44M | 1.6% | 22 |
|
|
2017
Q4 | $90.4M | Buy |
534,223
+366
| +0.1% | +$61.9K | 1.66% | 21 |
|
|
2017
Q3 | $82.3M | Sell |
533,857
-1,528
| -0.3% | -$235K | 1.59% | 22 |
|
|
2017
Q2 | $79.6M | Sell |
535,385
-14,825
| -3% | -$2.2M | 1.58% | 22 |
|
|
2017
Q1 | $79M | Sell |
550,210
-8,089
| -1% | -$1.16M | 1.65% | 22 |
|
|
2016
Q4 | $64.7M | Sell |
558,299
-9,879
| -2% | -$1.14M | 1.44% | 26 |
|
|
2016
Q3 | $64.2M | Sell |
568,178
-1,223
| -0.2% | -$138K | 1.47% | 27 |
|
|
2016
Q2 | $54.4M | Buy |
569,401
+8,435
| +2% | +$806K | 1.25% | 30 |
|
|
2016
Q1 | $61.1M | Buy |
560,966
+9,302
| +2% | +$1.01M | 1.44% | 26 |
|
|
2015
Q4 | $58.1M | Buy |
551,664
+33,618
| +6% | +$3.54M | 1.44% | 28 |
|
|
2015
Q3 | $65M | Hold |
518,046
| – | – | 1.66% | 24 |
|
|
2015
Q2 | $65M | Sell |
518,046
-5,994
| -1% | -$752K | 1.66% | 24 |
|
|
2015
Q1 | $65.2M | Buy |
524,040
+7,010
| +1% | +$872K | 1.64% | 23 |
|
|
2014
Q4 | $57.1M | Sell |
517,030
-7,910
| -2% | -$873K | 1.46% | 24 |
|
|
2014
Q3 | $52.9M | Sell |
524,940
-71,075
| -12% | -$7.16M | 1.43% | 25 |
|
|
2014
Q2 | $55.4M | Buy |
596,015
+507,913
| +577% | +$47.2M | 1.5% | 25 |
|
|
2014
Q1 | $47.3M | Buy |
88,102
+1,431
| +2% | +$768K | 1.29% | 28 |
|
|
2013
Q4 | $48.6M | Sell |
86,671
-351
| -0.4% | -$197K | 1.34% | 26 |
|
|
2013
Q3 | $41.5M | Sell |
87,022
-2,659
| -3% | -$1.27M | 1.27% | 27 |
|
|
2013
Q2 | $35.6M | Buy |
+89,681
| New | +$35.6M | 1.11% | 28 |
|