LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s AvalonBay Communities AVB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100	Closed	-$20.6K	–	527
2025 Q1	$20.6K	Buy	+100	New	+$20.6K	﹤0.01%	442
2022 Q3	–	Sell	-50	Closed	-$10K	–	601
2022 Q2	$10K	Buy	+50	New	+$10K	﹤0.01%	542
2021 Q1	–	Sell	-384	Closed	-$62K	–	334
2020 Q4	$62K	Hold	384	–	–	﹤0.01%	401
2020 Q3	$57K	Hold	384	–	–	﹤0.01%	381
2020 Q2	$59K	Hold	384	–	–	﹤0.01%	361
2020 Q1	$57K	Hold	384	–	–	﹤0.01%	362
2019 Q4	$81K	Hold	384	–	–	﹤0.01%	371
2019 Q3	$83K	Hold	384	–	–	﹤0.01%	361
2019 Q2	$78K	Hold	384	–	–	﹤0.01%	358
2019 Q1	$77K	Hold	384	–	–	﹤0.01%	357
2018 Q4	$67K	Hold	384	–	–	﹤0.01%	372
2018 Q3	$70K	Hold	384	–	–	﹤0.01%	388
2018 Q2	$66K	Hold	384	–	–	﹤0.01%	402
2018 Q1	$63K	Hold	384	–	–	﹤0.01%	416
2017 Q4	$69K	Sell	384 -12	-3%	-$2.16K	﹤0.01%	401
2017 Q3	$71K	Hold	396	–	–	﹤0.01%	392
2017 Q2	$76K	Hold	396	–	–	﹤0.01%	381
2017 Q1	$73K	Hold	396	–	–	﹤0.01%	384
2016 Q4	$70K	Hold	396	–	–	﹤0.01%	367
2016 Q3	$70K	Hold	396	–	–	﹤0.01%	371
2016 Q2	$71K	Hold	396	–	–	﹤0.01%	358
2016 Q1	$75K	Hold	396	–	–	﹤0.01%	340
2015 Q4	$73K	Hold	396	–	–	﹤0.01%	370
2015 Q3	$63K	Hold	396	–	–	﹤0.01%	398
2015 Q2	$63K	Hold	396	–	–	﹤0.01%	398
2015 Q1	$69K	Hold	396	–	–	﹤0.01%	400
2014 Q4	$65K	Hold	396	–	–	﹤0.01%	400
2014 Q3	$56K	Hold	396	–	–	﹤0.01%	400
2014 Q2	$56K	Hold	396	–	–	﹤0.01%	424
2014 Q1	$52K	Hold	396	–	–	﹤0.01%	412
2013 Q4	$47K	Hold	396	–	–	﹤0.01%	395
2013 Q3	$50K	Hold	396	–	–	﹤0.01%	368
2013 Q2	$53K	Buy	+396	New	+$53K	﹤0.01%	379