LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s ABM Industries ABM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$122K | – | 564 |
|
|
2023
Q4 | $122K | Sell |
3,000
-5,000
| -63% | -$204K | ﹤0.01% | 327 |
|
|
2023
Q3 | $321K | Sell |
8,000
-4,880
| -38% | -$196K | ﹤0.01% | 233 |
|
|
2023
Q2 | $549K | Hold |
12,880
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $579K | Hold |
12,880
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $572K | Hold |
12,880
| – | – | 0.01% | 188 |
|
|
2022
Q3 | $492K | Hold |
12,880
| – | – | 0.01% | 199 |
|
|
2022
Q2 | $559K | Hold |
12,880
| – | – | 0.01% | 194 |
|
|
2022
Q1 | $593K | Hold |
12,880
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $526K | Hold |
12,880
| – | – | ﹤0.01% | 220 |
|
|
2021
Q3 | $580K | Hold |
12,880
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $571K | Hold |
12,880
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $657K | Hold |
12,880
| – | – | 0.01% | 189 |
|
|
2020
Q4 | $487K | Hold |
12,880
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $472K | Hold |
12,880
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $468K | Hold |
12,880
| – | – | 0.01% | 181 |
|
|
2020
Q1 | $314K | Hold |
12,880
| – | – | 0.01% | 207 |
|
|
2019
Q4 | $486K | Buy |
+12,880
| New | +$486K | 0.01% | 210 |
|