LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Hold |
7,255
| – | – | 0.01% | 181 |
|
|
2025
Q1 | $516K | Buy |
7,255
+1,755
| +32% | +$125K | 0.01% | 209 |
|
|
2024
Q4 | $371K | Sell |
5,500
-2,460
| -31% | -$166K | ﹤0.01% | 232 |
|
|
2024
Q3 | $556K | Hold |
7,960
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $560K | Buy |
7,960
+3,980
| +100% | +$280K | 0.01% | 198 |
|
|
2024
Q1 | $445K | Hold |
3,980
| – | – | ﹤0.01% | 209 |
|
|
2023
Q4 | $402K | Hold |
3,980
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $331K | Buy |
3,980
+1,150
| +41% | +$95.6K | ﹤0.01% | 231 |
|
|
2023
Q2 | $240K | Hold |
2,830
| – | – | ﹤0.01% | 278 |
|
|
2023
Q1 | $231K | Hold |
2,830
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $215K | Hold |
2,830
| – | – | ﹤0.01% | 276 |
|
|
2022
Q3 | $189K | Hold |
2,830
| – | – | ﹤0.01% | 288 |
|
|
2022
Q2 | $182K | Hold |
2,830
| – | – | ﹤0.01% | 299 |
|
|
2022
Q1 | $213K | Sell |
2,830
-443
| -14% | -$33.3K | ﹤0.01% | 298 |
|
|
2021
Q4 | $286K | Sell |
3,273
-1,200
| -27% | -$105K | ﹤0.01% | 268 |
|
|
2021
Q3 | $328K | Sell |
4,473
-435
| -9% | -$31.9K | ﹤0.01% | 250 |
|
|
2021
Q2 | $336K | Sell |
4,908
-456
| -9% | -$31.2K | ﹤0.01% | 258 |
|
|
2021
Q1 | $354K | Buy |
5,364
+2,964
| +124% | +$196K | ﹤0.01% | 238 |
|
|
2020
Q4 | $314K | Hold |
2,400
| – | – | ﹤0.01% | 248 |
|
|
2020
Q3 | $260K | Hold |
2,400
| – | – | ﹤0.01% | 243 |
|
|
2020
Q2 | $230K | Hold |
2,400
| – | – | ﹤0.01% | 238 |
|
|
2020
Q1 | $175K | Buy |
2,400
+800
| +50% | +$58.3K | ﹤0.01% | 243 |
|
|
2019
Q4 | $173K | Hold |
1,600
| – | – | ﹤0.01% | 286 |
|
|
2019
Q3 | $154K | Sell |
1,600
-64
| -4% | -$6.16K | ﹤0.01% | 290 |
|
|
2019
Q2 | $160K | Buy |
1,664
+64
| +4% | +$6.15K | ﹤0.01% | 281 |
|
|
2019
Q1 | $151K | Sell |
1,600
-6,000
| -79% | -$566K | ﹤0.01% | 280 |
|
|
2018
Q4 | $616K | Buy |
7,600
+6,000
| +375% | +$486K | 0.01% | 181 |
|
|
2018
Q3 | $150K | Hold |
1,600
| – | – | ﹤0.01% | 290 |
|
|
2018
Q2 | $139K | Hold |
1,600
| – | – | ﹤0.01% | 312 |
|
|
2018
Q1 | $138K | Hold |
1,600
| – | – | ﹤0.01% | 323 |
|
|
2017
Q4 | $140K | Hold |
1,600
| – | – | ﹤0.01% | 323 |
|
|
2017
Q3 | $135K | Hold |
1,600
| – | – | ﹤0.01% | 321 |
|
|
2017
Q2 | $123K | Hold |
1,600
| – | – | ﹤0.01% | 332 |
|
|
2017
Q1 | $114K | Hold |
1,600
| – | – | ﹤0.01% | 333 |
|
|
2016
Q4 | $108K | Hold |
1,600
| – | – | ﹤0.01% | 323 |
|
|
2016
Q3 | $104K | Hold |
1,600
| – | – | ﹤0.01% | 327 |
|
|
2016
Q2 | $92K | Hold |
1,600
| – | – | ﹤0.01% | 330 |
|
|
2016
Q1 | $93K | Buy |
1,600
+1,000
| +167% | +$58.1K | ﹤0.01% | 320 |
|
|
2015
Q4 | $31K | Hold |
600
| – | – | ﹤0.01% | 477 |
|
|
2015
Q3 | $35K | Hold |
600
| – | – | ﹤0.01% | 450 |
|
|
2015
Q2 | $35K | Hold |
600
| – | – | ﹤0.01% | 450 |
|
|
2015
Q1 | $35K | Hold |
600
| – | – | ﹤0.01% | 468 |
|
|
2014
Q4 | $32K | Buy |
600
+300
| +100% | +$16K | ﹤0.01% | 475 |
|
|
2014
Q3 | $30K | Hold |
300
| – | – | ﹤0.01% | 457 |
|
|
2014
Q2 | $29K | Hold |
300
| – | – | ﹤0.01% | 484 |
|
|
2014
Q1 | $27K | Sell |
300
-100
| -25% | -$9K | ﹤0.01% | 464 |
|
|
2013
Q4 | $36K | Hold |
400
| – | – | ﹤0.01% | 419 |
|
|
2013
Q3 | $31K | Buy |
400
+100
| +33% | +$7.75K | ﹤0.01% | 403 |
|
|
2013
Q2 | $23K | Buy |
+300
| New | +$23K | ﹤0.01% | 466 |
|