Loring Wolcott & Coolidge Fiduciary Advisors’s ARK Innovation ETF ARKK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$197K	Sell
2025 Q2	$171K	Hold
2025 Q1	$116K	Buy
2024 Q4	$44K	Hold
2024 Q3	$34.4K	Sell
2024 Q2	$51.6K	Sell
2024 Q1	$70.1K	Buy
2021 Q1	–	Sell
2020 Q4	$11K	Buy