LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
5,381
-27
| -0.5% | -$8.61K | 0.02% | 130 |
|
|
2025
Q1 | $1.41M | Sell |
5,408
-756
| -12% | -$197K | 0.01% | 139 |
|
|
2024
Q4 | $1.95M | Sell |
6,164
-626
| -9% | -$198K | 0.02% | 133 |
|
|
2024
Q3 | $1.83M | Buy |
6,790
+229
| +3% | +$61.8K | 0.02% | 137 |
|
|
2024
Q2 | $1.64M | Buy |
6,561
+800
| +14% | +$200K | 0.02% | 124 |
|
|
2024
Q1 | $1.34M | Buy |
5,761
+14
| +0.2% | +$3.26K | 0.01% | 132 |
|
|
2023
Q4 | $1.15M | Sell |
5,747
-32
| -0.6% | -$6.42K | 0.01% | 145 |
|
|
2023
Q3 | $872K | Hold |
5,779
| – | – | 0.01% | 157 |
|
|
2023
Q2 | $1.01M | Sell |
5,779
-470
| -8% | -$81.9K | 0.01% | 153 |
|
|
2023
Q1 | $1.03M | Sell |
6,249
-2
| -0% | -$330 | 0.01% | 152 |
|
|
2022
Q4 | $924K | Sell |
6,251
-508
| -8% | -$75.1K | 0.01% | 154 |
|
|
2022
Q3 | $912K | Sell |
6,759
-1,762
| -21% | -$238K | 0.01% | 153 |
|
|
2022
Q2 | $1.18M | Sell |
8,521
-318
| -4% | -$44.1K | 0.01% | 145 |
|
|
2022
Q1 | $1.65M | Sell |
8,839
-210
| -2% | -$39.3K | 0.02% | 134 |
|
|
2021
Q4 | $1.48M | Buy |
9,049
+210
| +2% | +$34.3K | 0.01% | 144 |
|
|
2021
Q3 | $1.48M | Sell |
8,839
-1,164
| -12% | -$195K | 0.01% | 141 |
|
|
2021
Q2 | $1.65M | Sell |
10,003
-708
| -7% | -$117K | 0.02% | 140 |
|
|
2021
Q1 | $1.52M | Buy |
10,711
+513
| +5% | +$72.6K | 0.02% | 136 |
|
|
2020
Q4 | $1.23M | Buy |
10,198
+450
| +5% | +$54.4K | 0.01% | 146 |
|
|
2020
Q3 | $977K | Hold |
9,748
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $928K | Hold |
9,748
| – | – | 0.01% | 138 |
|
|
2020
Q1 | $835K | Sell |
9,748
-535
| -5% | -$45.8K | 0.01% | 137 |
|
|
2019
Q4 | $1.28M | Buy |
10,283
+500
| +5% | +$62.2K | 0.02% | 140 |
|
|
2019
Q3 | $1.16M | Hold |
9,783
| – | – | 0.02% | 145 |
|
|
2019
Q2 | $1.21M | Sell |
9,783
-1,255
| -11% | -$155K | 0.02% | 141 |
|
|
2019
Q1 | $1.21M | Sell |
11,038
-805
| -7% | -$88K | 0.02% | 144 |
|
|
2018
Q4 | $1.13M | Hold |
11,843
| – | – | 0.02% | 139 |
|
|
2018
Q3 | $1.26M | Hold |
11,843
| – | – | 0.02% | 148 |
|
|
2018
Q2 | $1.16M | Sell |
11,843
-1,800
| -13% | -$176K | 0.02% | 151 |
|
|
2018
Q1 | $1.27M | Hold |
13,643
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $1.36M | Sell |
13,643
-310
| -2% | -$30.8K | 0.02% | 142 |
|
|
2017
Q3 | $1.26M | Sell |
13,953
-119
| -0.8% | -$10.8K | 0.02% | 145 |
|
|
2017
Q2 | $1.2M | Hold |
14,072
| – | – | 0.02% | 145 |
|
|
2017
Q1 | $1.11M | Hold |
14,072
| – | – | 0.02% | 147 |
|
|
2016
Q4 | $1.04M | Sell |
14,072
-2,652
| -16% | -$197K | 0.02% | 149 |
|
|
2016
Q3 | $1.07M | Sell |
16,724
-100
| -0.6% | -$6.4K | 0.02% | 151 |
|
|
2016
Q2 | $1.02M | Sell |
16,824
-975
| -5% | -$59.2K | 0.02% | 150 |
|
|
2016
Q1 | $1.09M | Sell |
17,799
-2,000
| -10% | -$123K | 0.03% | 145 |
|
|
2015
Q4 | $1.38M | Sell |
19,799
-2,342
| -11% | -$163K | 0.03% | 136 |
|
|
2015
Q3 | $1.72M | Hold |
22,141
| – | – | 0.04% | 118 |
|
|
2015
Q2 | $1.72M | Sell |
22,141
-7
| -0% | -$544 | 0.04% | 118 |
|
|
2015
Q1 | $1.73M | Buy |
22,148
+5,000
| +29% | +$391K | 0.04% | 118 |
|
|
2014
Q4 | $1.6M | Buy |
17,148
+1,985
| +13% | +$185K | 0.04% | 122 |
|
|
2014
Q3 | $1.33M | Hold |
15,163
| – | – | 0.04% | 130 |
|
|
2014
Q2 | $1.44M | Sell |
15,163
-10
| -0.1% | -$949 | 0.04% | 127 |
|
|
2014
Q1 | $1.37M | Sell |
15,173
-328
| -2% | -$29.5K | 0.04% | 129 |
|
|
2013
Q4 | $1.41M | Sell |
15,501
-115
| -0.7% | -$10.4K | 0.04% | 129 |
|
|
2013
Q3 | $1.18M | Buy |
15,616
+111
| +0.7% | +$8.38K | 0.04% | 138 |
|
|
2013
Q2 | $1.16M | Buy |
+15,505
| New | +$1.16M | 0.04% | 145 |
|