LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
1,625
-27,565
| -94% | -$5.05M | ﹤0.01% | 243 |
|
|
2025
Q1 | $4.19M | Buy |
29,190
+633
| +2% | +$90.9K | 0.04% | 95 |
|
|
2024
Q4 | $4.99M | Sell |
28,557
-454
| -2% | -$79.3K | 0.04% | 101 |
|
|
2024
Q3 | $5.33M | Buy |
29,011
+27,350
| +1,647% | +$5.03M | 0.05% | 94 |
|
|
2024
Q2 | $408K | Hold |
1,661
| – | – | ﹤0.01% | 217 |
|
|
2024
Q1 | $315K | Hold |
1,661
| – | – | ﹤0.01% | 230 |
|
|
2023
Q4 | $273K | Sell |
1,661
-46
| -3% | -$7.56K | ﹤0.01% | 248 |
|
|
2023
Q3 | $236K | Hold |
1,707
| – | – | ﹤0.01% | 263 |
|
|
2023
Q2 | $247K | Sell |
1,707
-40
| -2% | -$5.78K | ﹤0.01% | 272 |
|
|
2023
Q1 | $215K | Buy |
1,747
+242
| +16% | +$29.7K | ﹤0.01% | 276 |
|
|
2022
Q4 | $147K | Sell |
1,505
-445
| -23% | -$43.3K | ﹤0.01% | 302 |
|
|
2022
Q3 | $160K | Hold |
1,950
| – | – | ﹤0.01% | 304 |
|
|
2022
Q2 | $177K | Sell |
1,950
-145
| -7% | -$13.2K | ﹤0.01% | 302 |
|
|
2022
Q1 | $276K | Hold |
2,095
| – | – | ﹤0.01% | 263 |
|
|
2021
Q4 | $330K | Buy |
2,095
+445
| +27% | +$70.1K | ﹤0.01% | 253 |
|
|
2021
Q3 | $212K | Hold |
1,650
| – | – | ﹤0.01% | 303 |
|
|
2021
Q2 | $235K | Sell |
1,650
-62
| -4% | -$8.83K | ﹤0.01% | 297 |
|
|
2021
Q1 | $229K | Buy |
1,712
+495
| +41% | +$66.2K | ﹤0.01% | 278 |
|
|
2020
Q4 | $105K | Buy |
1,217
+62
| +5% | +$5.35K | ﹤0.01% | 346 |
|
|
2020
Q3 | $69K | Sell |
1,155
-289
| -20% | -$17.3K | ﹤0.01% | 361 |
|
|
2020
Q2 | $87K | Hold |
1,444
| – | – | ﹤0.01% | 321 |
|
|
2020
Q1 | $66K | Hold |
1,444
| – | – | ﹤0.01% | 341 |
|
|
2019
Q4 | $88K | Hold |
1,444
| – | – | ﹤0.01% | 361 |
|
|
2019
Q3 | $72K | Hold |
1,444
| – | – | ﹤0.01% | 373 |
|
|
2019
Q2 | $65K | Hold |
1,444
| – | – | ﹤0.01% | 376 |
|
|
2019
Q1 | $57K | Hold |
1,444
| – | – | ﹤0.01% | 392 |
|
|
2018
Q4 | $47K | Hold |
1,444
| – | – | ﹤0.01% | 421 |
|
|
2018
Q3 | $56K | Hold |
1,444
| – | – | ﹤0.01% | 417 |
|
|
2018
Q2 | $67K | Hold |
1,444
| – | – | ﹤0.01% | 397 |
|
|
2018
Q1 | $80K | Hold |
1,444
| – | – | ﹤0.01% | 393 |
|
|
2017
Q4 | $74K | Sell |
1,444
-132
| -8% | -$6.77K | ﹤0.01% | 395 |
|
|
2017
Q3 | $82K | Buy |
1,576
+132
| +9% | +$6.87K | ﹤0.01% | 377 |
|
|
2017
Q2 | $64K | Hold |
1,444
| – | – | ﹤0.01% | 396 |
|
|
2017
Q1 | $56K | Hold |
1,444
| – | – | ﹤0.01% | 399 |
|
|
2016
Q4 | $47K | Hold |
1,444
| – | – | ﹤0.01% | 394 |
|
|
2016
Q3 | $44K | Hold |
1,444
| – | – | ﹤0.01% | 405 |
|
|
2016
Q2 | $35K | Hold |
1,444
| – | – | ﹤0.01% | 428 |
|
|
2016
Q1 | $31K | Hold |
1,444
| – | – | ﹤0.01% | 444 |
|
|
2015
Q4 | $27K | Hold |
1,444
| – | – | ﹤0.01% | 486 |
|
|
2015
Q3 | $28K | Hold |
1,444
| – | – | ﹤0.01% | 470 |
|
|
2015
Q2 | $28K | Hold |
1,444
| – | – | ﹤0.01% | 470 |
|
|
2015
Q1 | $33K | Hold |
1,444
| – | – | ﹤0.01% | 476 |
|
|
2014
Q4 | $36K | Hold |
1,444
| – | – | ﹤0.01% | 467 |
|
|
2014
Q3 | $31K | Hold |
1,444
| – | – | ﹤0.01% | 453 |
|
|
2014
Q2 | $33K | Sell |
1,444
-161
| -10% | -$3.68K | ﹤0.01% | 474 |
|
|
2014
Q1 | $33K | Hold |
1,605
| – | – | ﹤0.01% | 450 |
|
|
2013
Q4 | $28K | Buy |
1,605
+86
| +6% | +$1.5K | ﹤0.01% | 442 |
|
|
2013
Q3 | $27K | Hold |
1,519
| – | – | ﹤0.01% | 413 |
|
|
2013
Q2 | $23K | Buy |
+1,519
| New | +$23K | ﹤0.01% | 465 |
|