LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,331
| Closed | -$91.2K | – | 529 |
|
|
2025
Q1 | $91.2K | Hold |
1,331
| – | – | ﹤0.01% | 339 |
|
|
2024
Q4 | $93.3K | Hold |
1,331
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $101K | Buy |
+1,331
| New | +$101K | ﹤0.01% | 337 |
|
|
2024
Q2 | – | Sell |
-318
| Closed | -$22.3K | – | 554 |
|
|
2024
Q1 | $22.3K | Hold |
318
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $21.2K | Hold |
318
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $20.4K | Hold |
318
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $22.8K | Hold |
318
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $22.1K | Hold |
318
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $21.6K | Hold |
318
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $17K | Hold |
318
| – | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $21K | Sell |
318
-142
| -31% | -$9.38K | ﹤0.01% | 500 |
|
|
2022
Q1 | $31K | Sell |
460
-998
| -68% | -$67.3K | ﹤0.01% | 479 |
|
|
2021
Q4 | $85K | Sell |
1,458
-116
| -7% | -$6.76K | ﹤0.01% | 410 |
|
|
2021
Q3 | $95K | Buy |
1,574
+258
| +20% | +$15.6K | ﹤0.01% | 392 |
|
|
2021
Q2 | $79K | Buy |
+1,316
| New | +$79K | ﹤0.01% | 427 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$50K | – | 338 |
|
|
2020
Q4 | $50K | Buy |
1,000
+2
| +0.2% | +$100 | ﹤0.01% | 428 |
|
|
2020
Q3 | $55K | Hold |
998
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $53K | Hold |
998
| – | – | ﹤0.01% | 373 |
|
|
2020
Q1 | $45K | Hold |
998
| – | – | ﹤0.01% | 388 |
|
|
2019
Q4 | $50K | Hold |
998
| – | – | ﹤0.01% | 420 |
|
|
2019
Q3 | $44K | Hold |
998
| – | – | ﹤0.01% | 418 |
|
|
2019
Q2 | $41K | Hold |
998
| – | – | ﹤0.01% | 418 |
|
|
2019
Q1 | $40K | Hold |
998
| – | – | ﹤0.01% | 421 |
|
|
2018
Q4 | $38K | Hold |
998
| – | – | ﹤0.01% | 441 |
|
|
2018
Q3 | $39K | Hold |
998
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $35K | Hold |
998
| – | – | ﹤0.01% | 462 |
|
|
2018
Q1 | $35K | Hold |
998
| – | – | ﹤0.01% | 477 |
|
|
2017
Q4 | $35K | Hold |
998
| – | – | ﹤0.01% | 470 |
|
|
2017
Q3 | $34K | Sell |
998
-120
| -11% | -$4.09K | ﹤0.01% | 461 |
|
|
2017
Q2 | $34K | Buy |
1,118
+120
| +12% | +$3.65K | ﹤0.01% | 448 |
|
|
2017
Q1 | $31K | Hold |
998
| – | – | ﹤0.01% | 456 |
|
|
2016
Q4 | $27K | Hold |
998
| – | – | ﹤0.01% | 447 |
|
|
2016
Q3 | $33K | Hold |
998
| – | – | ﹤0.01% | 439 |
|
|
2016
Q2 | $30K | Hold |
998
| – | – | ﹤0.01% | 445 |
|
|
2016
Q1 | $28K | Buy |
+998
| New | +$28K | ﹤0.01% | 453 |
|
|
2015
Q2 | – | Sell |
-310
| Closed | -$21K | – | 612 |
|
|
2015
Q1 | $21K | Hold |
310
| – | – | ﹤0.01% | 501 |
|
|
2014
Q4 | $22K | Hold |
310
| – | – | ﹤0.01% | 492 |
|
|
2014
Q3 | $22K | Hold |
310
| – | – | ﹤0.01% | 475 |
|
|
2014
Q2 | $23K | Hold |
310
| – | – | ﹤0.01% | 499 |
|
|
2014
Q1 | $20K | Hold |
310
| – | – | ﹤0.01% | 493 |
|
|
2013
Q4 | $18K | Buy |
+310
| New | +$18K | ﹤0.01% | 480 |
|