LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229M | Sell |
1,684,770
-14,103
| -0.8% | -$1.92M | 2.03% | 15 |
|
|
2025
Q1 | $221M | Sell |
1,698,873
-24,847
| -1% | -$3.23M | 2.15% | 15 |
|
|
2024
Q4 | $223M | Sell |
1,723,720
-6,058
| -0.4% | -$784K | 1.92% | 16 |
|
|
2024
Q3 | $202M | Sell |
1,729,778
-13,170
| -0.8% | -$1.53M | 1.8% | 17 |
|
|
2024
Q2 | $179M | Sell |
1,742,948
-2,826
| -0.2% | -$290K | 1.65% | 19 |
|
|
2024
Q1 | $187M | Sell |
1,745,774
-12,237
| -0.7% | -$1.31M | 1.86% | 19 |
|
|
2023
Q4 | $199M | Sell |
1,758,011
-7,266
| -0.4% | -$822K | 1.97% | 16 |
|
|
2023
Q3 | $169M | Sell |
1,765,277
-13,823
| -0.8% | -$1.33M | 1.9% | 17 |
|
|
2023
Q2 | $194M | Sell |
1,779,100
-1,452
| -0.1% | -$158K | 2.07% | 16 |
|
|
2023
Q1 | $180M | Sell |
1,780,552
-6,782
| -0.4% | -$687K | 2.07% | 16 |
|
|
2022
Q4 | $196M | Sell |
1,787,334
-11,161
| -0.6% | -$1.23M | 2.43% | 13 |
|
|
2022
Q3 | $174M | Sell |
1,798,495
-2,186
| -0.1% | -$212K | 2.26% | 13 |
|
|
2022
Q2 | $196M | Sell |
1,800,681
-8,361
| -0.5% | -$908K | 2.4% | 14 |
|
|
2022
Q1 | $214M | Sell |
1,809,042
-23,514
| -1% | -$2.78M | 2.2% | 14 |
|
|
2021
Q4 | $258M | Sell |
1,832,556
-1,013
| -0.1% | -$143K | 2.36% | 14 |
|
|
2021
Q3 | $217M | Buy |
1,833,569
+3,204
| +0.2% | +$378K | 2.15% | 15 |
|
|
2021
Q2 | $212M | Buy |
1,830,365
+25,294
| +1% | +$2.93M | 2.15% | 15 |
|
|
2021
Q1 | $216M | Sell |
1,805,071
-23,168
| -1% | -$2.78M | 2.39% | 14 |
|
|
2020
Q4 | $200M | Buy |
1,828,239
+3,922
| +0.2% | +$429K | 2.24% | 14 |
|
|
2020
Q3 | $199M | Sell |
1,824,317
-6,890
| -0.4% | -$750K | 2.49% | 14 |
|
|
2020
Q2 | $167M | Sell |
1,831,207
-16,655
| -0.9% | -$1.52M | 2.31% | 16 |
|
|
2020
Q1 | $146M | Sell |
1,847,862
-21,105
| -1% | -$1.67M | 2.44% | 15 |
|
|
2019
Q4 | $162M | Sell |
1,868,967
-7,167
| -0.4% | -$623K | 2.19% | 15 |
|
|
2019
Q3 | $157M | Sell |
1,876,134
-19,438
| -1% | -$1.63M | 2.28% | 16 |
|
|
2019
Q2 | $159M | Sell |
1,895,572
-35,468
| -2% | -$2.98M | 2.32% | 14 |
|
|
2019
Q1 | $154M | Sell |
1,931,040
-68,104
| -3% | -$5.44M | 2.35% | 15 |
|
|
2018
Q4 | $145M | Sell |
1,999,144
-37,683
| -2% | -$2.73M | 2.62% | 11 |
|
|
2018
Q3 | $149M | Sell |
2,036,827
-25,628
| -1% | -$1.88M | 2.37% | 13 |
|
|
2018
Q2 | $126M | Sell |
2,062,455
-44,298
| -2% | -$2.7M | 2.18% | 15 |
|
|
2018
Q1 | $126M | Sell |
2,106,753
-12,702
| -0.6% | -$761K | 2.29% | 13 |
|
|
2017
Q4 | $121M | Buy |
2,119,455
+6,664
| +0.3% | +$380K | 2.22% | 15 |
|
|
2017
Q3 | $113M | Buy |
2,112,791
+21,330
| +1% | +$1.14M | 2.18% | 15 |
|
|
2017
Q2 | $103M | Sell |
2,091,461
-35,783
| -2% | -$1.76M | 2.04% | 18 |
|
|
2017
Q1 | $94.5M | Buy |
2,127,244
+40,103
| +2% | +$1.78M | 1.97% | 18 |
|
|
2016
Q4 | $80.2M | Buy |
2,087,141
+101,694
| +5% | +$3.91M | 1.79% | 20 |
|
|
2016
Q3 | $84M | Buy |
1,985,447
+28,982
| +1% | +$1.23M | 1.92% | 18 |
|
|
2016
Q2 | $76.9M | Buy |
1,956,465
+229,763
| +13% | +$9.03M | 1.77% | 21 |
|
|
2016
Q1 | $72.2M | Buy |
1,726,702
+147,728
| +9% | +$6.18M | 1.7% | 23 |
|
|
2015
Q4 | $70.9M | Buy |
1,578,974
+107,754
| +7% | +$4.84M | 1.76% | 21 |
|
|
2015
Q3 | $72.2M | Hold |
1,471,220
| – | – | 1.84% | 20 |
|
|
2015
Q2 | $72.2M | Sell |
1,471,220
-5,106
| -0.3% | -$251K | 1.84% | 20 |
|
|
2015
Q1 | $68.4M | Buy |
1,476,326
+4,623
| +0.3% | +$214K | 1.73% | 21 |
|
|
2014
Q4 | $66.3M | Sell |
1,471,703
-1,647
| -0.1% | -$74.1K | 1.7% | 21 |
|
|
2014
Q3 | $61.3M | Sell |
1,473,350
-26,724
| -2% | -$1.11M | 1.66% | 21 |
|
|
2014
Q2 | $61.4M | Sell |
1,500,074
-6,537
| -0.4% | -$267K | 1.66% | 22 |
|
|
2014
Q1 | $58M | Buy |
1,506,611
+24,770
| +2% | +$954K | 1.59% | 24 |
|
|
2013
Q4 | $56.8M | Buy |
1,481,841
+33,320
| +2% | +$1.28M | 1.57% | 22 |
|
|
2013
Q3 | $48.1M | Buy |
1,448,521
+62,249
| +4% | +$2.07M | 1.47% | 24 |
|
|
2013
Q2 | $48.4M | Buy |
+1,386,272
| New | +$48.4M | 1.51% | 23 |
|