LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486M | Buy |
2,214,778
+14,542
| +0.7% | +$3.19M | 4.29% | 5 |
|
|
2025
Q1 | $397M | Sell |
2,200,236
-6,596
| -0.3% | -$1.19M | 3.87% | 7 |
|
|
2024
Q4 | $520M | Sell |
2,206,832
-10,131
| -0.5% | -$2.39M | 4.47% | 6 |
|
|
2024
Q3 | $413M | Buy |
2,216,963
+114,371
| +5% | +$21.3M | 3.69% | 8 |
|
|
2024
Q2 | $406M | Buy |
2,102,592
+16,373
| +0.8% | +$3.16M | 3.74% | 7 |
|
|
2024
Q1 | $370M | Sell |
2,086,219
-26,653
| -1% | -$4.72M | 3.67% | 8 |
|
|
2023
Q4 | $328M | Buy |
2,112,872
+1,475
| +0.1% | +$229K | 3.25% | 9 |
|
|
2023
Q3 | $292M | Sell |
2,111,397
-3,001
| -0.1% | -$414K | 3.26% | 9 |
|
|
2023
Q2 | $276M | Buy |
2,114,398
+7,341
| +0.3% | +$957K | 2.94% | 12 |
|
|
2023
Q1 | $218M | Buy |
2,107,057
+32,047
| +2% | +$3.31M | 2.49% | 12 |
|
|
2022
Q4 | $174M | Buy |
2,075,010
+3,788
| +0.2% | +$318K | 2.16% | 17 |
|
|
2022
Q3 | $234M | Buy |
2,071,222
+3,373
| +0.2% | +$381K | 3.04% | 11 |
|
|
2022
Q2 | $220M | Buy |
2,067,849
+1,966,119
| +1,933% | +$209M | 2.7% | 11 |
|
|
2022
Q1 | $332M | Buy |
101,730
+5,075
| +5% | +$16.5M | 3.4% | 8 |
|
|
2021
Q4 | $322M | Buy |
96,655
+1,999
| +2% | +$6.67M | 2.95% | 10 |
|
|
2021
Q3 | $311M | Buy |
94,656
+4,198
| +5% | +$13.8M | 3.08% | 11 |
|
|
2021
Q2 | $311M | Buy |
90,458
+2,004
| +2% | +$6.89M | 3.15% | 10 |
|
|
2021
Q1 | $274M | Buy |
88,454
+1,072
| +1% | +$3.32M | 3.03% | 10 |
|
|
2020
Q4 | $285M | Buy |
87,382
+776
| +0.9% | +$2.53M | 3.19% | 9 |
|
|
2020
Q3 | $273M | Buy |
86,606
+406
| +0.5% | +$1.28M | 3.42% | 8 |
|
|
2020
Q2 | $238M | Buy |
86,200
+5,617
| +7% | +$15.5M | 3.28% | 9 |
|
|
2020
Q1 | $157M | Buy |
80,583
+2,137
| +3% | +$4.17M | 2.63% | 13 |
|
|
2019
Q4 | $145M | Buy |
78,446
+1,701
| +2% | +$3.14M | 1.96% | 18 |
|
|
2019
Q3 | $133M | Buy |
76,745
+4,069
| +6% | +$7.06M | 1.93% | 17 |
|
|
2019
Q2 | $138M | Buy |
72,676
+19,465
| +37% | +$36.9M | 2% | 17 |
|
|
2019
Q1 | $94.8M | Buy |
53,211
+23,682
| +80% | +$42.2M | 1.44% | 24 |
|
|
2018
Q4 | $44.4M | Buy |
29,529
+8,670
| +42% | +$13M | 0.8% | 37 |
|
|
2018
Q3 | $41.8M | Buy |
20,859
+971
| +5% | +$1.94M | 0.66% | 41 |
|
|
2018
Q2 | $33.8M | Buy |
19,888
+1,324
| +7% | +$2.25M | 0.59% | 42 |
|
|
2018
Q1 | $26.9M | Buy |
18,564
+11,924
| +180% | +$17.3M | 0.49% | 47 |
|
|
2017
Q4 | $7.77M | Buy |
6,640
+209
| +3% | +$244K | 0.14% | 82 |
|
|
2017
Q3 | $6.18M | Buy |
6,431
+86
| +1% | +$82.7K | 0.12% | 85 |
|
|
2017
Q2 | $6.27M | Buy |
6,345
+85
| +1% | +$84K | 0.12% | 84 |
|
|
2017
Q1 | $5.55M | Buy |
6,260
+385
| +7% | +$341K | 0.12% | 90 |
|
|
2016
Q4 | $4.41M | Buy |
5,875
+112
| +2% | +$84K | 0.1% | 94 |
|
|
2016
Q3 | $4.83M | Buy |
5,763
+90
| +2% | +$75.4K | 0.11% | 92 |
|
|
2016
Q2 | $4.06M | Sell |
5,673
-204
| -3% | -$146K | 0.09% | 96 |
|
|
2016
Q1 | $3.49M | Sell |
5,877
-48
| -0.8% | -$28.5K | 0.08% | 101 |
|
|
2015
Q4 | $4.01M | Sell |
5,925
-552
| -9% | -$373K | 0.1% | 100 |
|
|
2015
Q3 | $2.81M | Hold |
6,477
| – | – | 0.07% | 105 |
|
|
2015
Q2 | $2.81M | Sell |
6,477
-79
| -1% | -$34.3K | 0.07% | 105 |
|
|
2015
Q1 | $2.44M | Buy |
6,556
+1,915
| +41% | +$712K | 0.06% | 107 |
|
|
2014
Q4 | $1.44M | Buy |
4,641
+78
| +2% | +$24.2K | 0.04% | 133 |
|
|
2014
Q3 | $1.47M | Sell |
4,563
-125
| -3% | -$40.3K | 0.04% | 123 |
|
|
2014
Q2 | $1.52M | Buy |
4,688
+50
| +1% | +$16.2K | 0.04% | 123 |
|
|
2014
Q1 | $1.56M | Buy |
4,638
+348
| +8% | +$117K | 0.04% | 120 |
|
|
2013
Q4 | $1.71M | Sell |
4,290
-607
| -12% | -$242K | 0.05% | 117 |
|
|
2013
Q3 | $1.53M | Buy |
4,897
+105
| +2% | +$32.8K | 0.05% | 123 |
|
|
2013
Q2 | $1.33M | Buy |
+4,792
| New | +$1.33M | 0.04% | 136 |
|