LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$817 | – | 520 |
|
|
2025
Q1 | $817 | Hold |
10
| – | – | ﹤0.01% | 533 |
|
|
2024
Q4 | $761 | Sell |
10
-20
| -67% | -$1.52K | ﹤0.01% | 540 |
|
|
2024
Q3 | $2.33K | Buy |
+30
| New | +$2.33K | ﹤0.01% | 544 |
|
|
2023
Q4 | – | Sell |
-150
| Closed | -$9.65K | – | 555 |
|
|
2023
Q3 | $9.65K | Hold |
150
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $8.63K | Hold |
150
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $7.55K | Hold |
150
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $9.49K | Hold |
150
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $7K | Sell |
150
-134
| -47% | -$6.25K | ﹤0.01% | 540 |
|
|
2022
Q2 | $15K | Buy |
+284
| New | +$15K | ﹤0.01% | 525 |
|
|
2021
Q3 | – | Sell |
-199
| Closed | -$9K | – | 748 |
|
|
2021
Q2 | $9K | Buy |
+199
| New | +$9K | ﹤0.01% | 637 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | – | – | 306 |
|
|
2020
Q4 | $0 | Sell |
10
-315
| -97% | – | ﹤0.01% | 766 |
|
|
2020
Q3 | $9K | Hold |
325
| – | – | ﹤0.01% | 511 |
|
|
2020
Q2 | $10K | Hold |
325
| – | – | ﹤0.01% | 497 |
|
|
2020
Q1 | $8K | Hold |
325
| – | – | ﹤0.01% | 554 |
|
|
2019
Q4 | $17K | Hold |
325
| – | – | ﹤0.01% | 549 |
|
|
2019
Q3 | $18K | Hold |
325
| – | – | ﹤0.01% | 527 |
|
|
2019
Q2 | $17K | Sell |
325
-1,862
| -85% | -$97.4K | ﹤0.01% | 519 |
|
|
2019
Q1 | $94K | Buy |
2,187
+12
| +0.6% | +$516 | ﹤0.01% | 326 |
|
|
2018
Q4 | $86K | Sell |
2,175
-742
| -25% | -$29.3K | ﹤0.01% | 337 |
|
|
2018
Q3 | $155K | Hold |
2,917
| – | – | ﹤0.01% | 288 |
|
|
2018
Q2 | $155K | Sell |
2,917
-3,000
| -51% | -$159K | ﹤0.01% | 295 |
|
|
2018
Q1 | $322K | Sell |
5,917
-300
| -5% | -$16.3K | 0.01% | 230 |
|
|
2017
Q4 | $370K | Hold |
6,217
| – | – | 0.01% | 225 |
|
|
2017
Q3 | $382K | Buy |
6,217
+17
| +0.3% | +$1.05K | 0.01% | 215 |
|
|
2017
Q2 | $406K | Hold |
6,200
| – | – | 0.01% | 209 |
|
|
2017
Q1 | $387K | Hold |
6,200
| – | – | 0.01% | 208 |
|
|
2016
Q4 | $405K | Hold |
6,200
| – | – | 0.01% | 200 |
|
|
2016
Q3 | $368K | Hold |
6,200
| – | – | 0.01% | 211 |
|
|
2016
Q2 | $328K | Hold |
6,200
| – | – | 0.01% | 214 |
|
|
2016
Q1 | $335K | Sell |
6,200
-400
| -6% | -$21.6K | 0.01% | 208 |
|
|
2015
Q4 | $409K | Sell |
6,600
-15,500
| -70% | -$961K | 0.01% | 212 |
|
|
2015
Q3 | $1.37M | Hold |
22,100
| – | – | 0.03% | 136 |
|
|
2015
Q2 | $1.37M | Hold |
22,100
| – | – | 0.03% | 136 |
|
|
2015
Q1 | $1.21M | Sell |
22,100
-250
| -1% | -$13.7K | 0.03% | 144 |
|
|
2014
Q4 | $1.25M | Buy |
22,350
+500
| +2% | +$28K | 0.03% | 140 |
|
|
2014
Q3 | $1.18M | Buy |
21,850
+265
| +1% | +$14.3K | 0.03% | 138 |
|
|
2014
Q2 | $1.18M | Buy |
21,585
+125
| +0.6% | +$6.82K | 0.03% | 141 |
|
|
2014
Q1 | $1.07M | Hold |
21,460
| – | – | 0.03% | 146 |
|
|
2013
Q4 | $1.1M | Buy |
21,460
+250
| +1% | +$12.8K | 0.03% | 143 |
|
|
2013
Q3 | $1.03M | Buy |
21,210
+560
| +3% | +$27.2K | 0.03% | 144 |
|
|
2013
Q2 | $923K | Buy |
+20,650
| New | +$923K | 0.03% | 154 |
|