LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Ameriprise Financial AMP Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18	Closed	-$8.49K	–	523
2025 Q1	$8.49K	Sell	18 -7	-28%	-$3.3K	﹤0.01%	491
2024 Q4	$14K	Buy	+25	New	+$14K	﹤0.01%	472
2023 Q1	–	Sell	-162	Closed	-$50.4K	–	597
2022 Q4	$50.4K	Hold	162	–	–	﹤0.01%	402
2022 Q3	$41K	Hold	162	–	–	﹤0.01%	435
2022 Q2	$39K	Sell	162 -19	-10%	-$4.57K	﹤0.01%	457
2022 Q1	$54K	Hold	181	–	–	﹤0.01%	433
2021 Q4	$55K	Buy	181 +162	+853%	+$49.2K	﹤0.01%	450
2021 Q3	$5K	Sell	19 -34	-64%	-$8.95K	﹤0.01%	653
2021 Q2	$13K	Buy	+53	New	+$13K	﹤0.01%	575
2021 Q1	–	Sell	-19	Closed	-$4K	–	318
2020 Q4	$4K	Hold	19	–	–	﹤0.01%	699
2020 Q3	$3K	Hold	19	–	–	﹤0.01%	556
2020 Q2	$3K	Sell	19 -555	-97%	-$87.6K	﹤0.01%	549
2020 Q1	$59K	Hold	574	–	–	﹤0.01%	358
2019 Q4	$96K	Sell	574 -230	-29%	-$38.5K	﹤0.01%	351
2019 Q3	$118K	Sell	804 -43	-5%	-$6.31K	﹤0.01%	318
2019 Q2	$123K	Buy	847 +43	+5%	+$6.24K	﹤0.01%	316
2019 Q1	$103K	Sell	804 -15	-2%	-$1.92K	﹤0.01%	319
2018 Q4	$85K	Hold	819	–	–	﹤0.01%	338
2018 Q3	$121K	Hold	819	–	–	﹤0.01%	328
2018 Q2	$115K	Hold	819	–	–	﹤0.01%	337
2018 Q1	$121K	Hold	819	–	–	﹤0.01%	342
2017 Q4	$139K	Hold	819	–	–	﹤0.01%	325
2017 Q3	$122K	Buy	819 +19	+2%	+$2.83K	﹤0.01%	335
2017 Q2	$116K	Hold	800	–	–	﹤0.01%	339
2017 Q1	$104K	Hold	800	–	–	﹤0.01%	345
2016 Q4	$89K	Hold	800	–	–	﹤0.01%	344
2016 Q3	$80K	Hold	800	–	–	﹤0.01%	354
2016 Q2	$72K	Hold	800	–	–	﹤0.01%	356
2016 Q1	$75K	Hold	800	–	–	﹤0.01%	339
2015 Q4	$85K	Hold	800	–	–	﹤0.01%	356
2015 Q3	$100K	Hold	800	–	–	﹤0.01%	356
2015 Q2	$100K	Hold	800	–	–	﹤0.01%	356
2015 Q1	$105K	Hold	800	–	–	﹤0.01%	362
2014 Q4	$106K	Hold	800	–	–	﹤0.01%	353
2014 Q3	$99K	Hold	800	–	–	﹤0.01%	344
2014 Q2	$96K	Hold	800	–	–	﹤0.01%	362
2014 Q1	$88K	Buy	+800	New	+$88K	﹤0.01%	358
2013 Q3	–	Sell	-764	Closed	-$62K	–	555
2013 Q2	$62K	Buy	+764	New	+$62K	﹤0.01%	372