LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Akamai AKAM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AKAM Stock Details AKAM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-125	Closed	-$13.2K	–	556
2023 Q3	$13.2K	Hold	125	–	–	﹤0.01%	508
2023 Q2	$11.2K	Sell	125 -125	-50%	-$11.2K	﹤0.01%	536
2023 Q1	$19.6K	Hold	250	–	–	﹤0.01%	473
2022 Q4	$21.1K	Sell	250 -365	-59%	-$30.8K	﹤0.01%	463
2022 Q3	$49K	Hold	615	–	–	﹤0.01%	411
2022 Q2	$56K	Hold	615	–	–	﹤0.01%	412
2022 Q1	$73K	Buy	615 +365	+146%	+$43.3K	﹤0.01%	412
2021 Q4	$29K	Hold	250	–	–	﹤0.01%	508
2021 Q3	$26K	Hold	250	–	–	﹤0.01%	508
2021 Q2	$29K	Buy	+250	New	+$29K	﹤0.01%	508
2021 Q1	–	Sell	-250	Closed	-$26K	–	311
2020 Q4	$26K	Sell	250 -100	-29%	-$10.4K	﹤0.01%	486
2020 Q3	$39K	Hold	350	–	–	﹤0.01%	420
2020 Q2	$37K	Hold	350	–	–	﹤0.01%	403
2020 Q1	$32K	Hold	350	–	–	﹤0.01%	414
2019 Q4	$30K	Hold	350	–	–	﹤0.01%	478
2019 Q3	$32K	Hold	350	–	–	﹤0.01%	459
2019 Q2	$28K	Hold	350	–	–	﹤0.01%	470
2019 Q1	$25K	Hold	350	–	–	﹤0.01%	490
2018 Q4	$21K	Hold	350	–	–	﹤0.01%	514
2018 Q3	$26K	Hold	350	–	–	﹤0.01%	474
2018 Q2	$26K	Hold	350	–	–	﹤0.01%	482
2018 Q1	$25K	Hold	350	–	–	﹤0.01%	513
2017 Q4	$23K	Hold	350	–	–	﹤0.01%	504
2017 Q3	$17K	Hold	350	–	–	﹤0.01%	519
2017 Q2	$16K	Hold	350	–	–	﹤0.01%	512
2017 Q1	$21K	Hold	350	–	–	﹤0.01%	486
2016 Q4	$23K	Sell	350 -2,400	-87%	-$158K	﹤0.01%	460
2016 Q3	$146K	Hold	2,750	–	–	﹤0.01%	296
2016 Q2	$154K	Buy	2,750 +250	+10%	+$14K	﹤0.01%	282
2016 Q1	$139K	Hold	2,500	–	–	﹤0.01%	283
2015 Q4	$132K	Hold	2,500	–	–	﹤0.01%	310
2015 Q3	$175K	Hold	2,500	–	–	﹤0.01%	291
2015 Q2	$175K	Hold	2,500	–	–	﹤0.01%	291
2015 Q1	$178K	Hold	2,500	–	–	﹤0.01%	300
2014 Q4	$157K	Hold	2,500	–	–	﹤0.01%	308
2014 Q3	$150K	Hold	2,500	–	–	﹤0.01%	301
2014 Q2	$153K	Hold	2,500	–	–	﹤0.01%	305
2014 Q1	$146K	Hold	2,500	–	–	﹤0.01%	299
2013 Q4	$118K	Hold	2,500	–	–	﹤0.01%	312
2013 Q3	$129K	Buy	2,500 +2,400	+2,400%	+$124K	﹤0.01%	283
2013 Q2	$4K	Buy	+100	New	+$4K	﹤0.01%	568