LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Hold |
3,813
| – | – | 0.01% | 169 |
|
|
2025
Q1 | $657K | Sell |
3,813
-1,000
| -21% | -$172K | 0.01% | 184 |
|
|
2024
Q4 | $843K | Hold |
4,813
| – | – | 0.01% | 178 |
|
|
2024
Q3 | $747K | Sell |
4,813
-340
| -7% | -$52.8K | 0.01% | 187 |
|
|
2024
Q2 | $959K | Buy |
5,153
+70
| +1% | +$13K | 0.01% | 156 |
|
|
2024
Q1 | $867K | Sell |
5,083
-27
| -0.5% | -$4.6K | 0.01% | 158 |
|
|
2023
Q4 | $1.08M | Sell |
5,110
-1,286
| -20% | -$271K | 0.01% | 148 |
|
|
2023
Q3 | $1.23M | Sell |
6,396
-314
| -5% | -$60.3K | 0.01% | 134 |
|
|
2023
Q2 | $1.42M | Buy |
6,710
+208
| +3% | +$43.9K | 0.02% | 134 |
|
|
2023
Q1 | $1.38M | Buy |
6,502
+18
| +0.3% | +$3.82K | 0.02% | 133 |
|
|
2022
Q4 | $1.24M | Hold |
6,484
| – | – | 0.02% | 140 |
|
|
2022
Q3 | $785K | Sell |
6,484
-197
| -3% | -$23.9K | 0.01% | 159 |
|
|
2022
Q2 | $913K | Sell |
6,681
-378
| -5% | -$51.7K | 0.01% | 161 |
|
|
2022
Q1 | $1.35M | Hold |
7,059
| – | – | 0.01% | 141 |
|
|
2021
Q4 | $1.42M | Buy |
7,059
+1,281
| +22% | +$258K | 0.01% | 147 |
|
|
2021
Q3 | $1.27M | Sell |
5,778
-112
| -2% | -$24.6K | 0.01% | 150 |
|
|
2021
Q2 | $1.41M | Buy |
5,890
+46
| +0.8% | +$11K | 0.01% | 151 |
|
|
2021
Q1 | $1.49M | Buy |
5,844
+31
| +0.5% | +$7.9K | 0.02% | 139 |
|
|
2020
Q4 | $1.24M | Buy |
5,813
+500
| +9% | +$107K | 0.01% | 143 |
|
|
2020
Q3 | $878K | Sell |
5,313
-317
| -6% | -$52.4K | 0.01% | 151 |
|
|
2020
Q2 | $1.03M | Sell |
5,630
-740
| -12% | -$136K | 0.01% | 135 |
|
|
2020
Q1 | $950K | Sell |
6,370
-4,429
| -41% | -$661K | 0.02% | 132 |
|
|
2019
Q4 | $3.52M | Buy |
10,799
+615
| +6% | +$200K | 0.05% | 94 |
|
|
2019
Q3 | $3.88M | Sell |
10,184
-26
| -0.3% | -$9.89K | 0.06% | 90 |
|
|
2019
Q2 | $3.72M | Sell |
10,210
-625
| -6% | -$228K | 0.05% | 95 |
|
|
2019
Q1 | $4.13M | Buy |
10,835
+41
| +0.4% | +$15.6K | 0.06% | 94 |
|
|
2018
Q4 | $3.48M | Buy |
10,794
+1,755
| +19% | +$566K | 0.06% | 95 |
|
|
2018
Q3 | $3.36M | Sell |
9,039
-15
| -0.2% | -$5.58K | 0.05% | 101 |
|
|
2018
Q2 | $3.04M | Buy |
9,054
+190
| +2% | +$63.8K | 0.05% | 105 |
|
|
2018
Q1 | $2.91M | Sell |
8,864
-100
| -1% | -$32.8K | 0.05% | 109 |
|
|
2017
Q4 | $2.64M | Buy |
8,964
+75
| +0.8% | +$22.1K | 0.05% | 112 |
|
|
2017
Q3 | $2.26M | Buy |
8,889
+12
| +0.1% | +$3.05K | 0.04% | 115 |
|
|
2017
Q2 | $2.15M | Buy |
8,877
+190
| +2% | +$46.1K | 0.04% | 114 |
|
|
2017
Q1 | $1.54M | Hold |
8,687
| – | – | 0.03% | 131 |
|
|
2016
Q4 | $1.35M | Sell |
8,687
-79
| -0.9% | -$12.3K | 0.03% | 138 |
|
|
2016
Q3 | $1.16M | Buy |
8,766
+500
| +6% | +$65.9K | 0.03% | 147 |
|
|
2016
Q2 | $1.07M | Hold |
8,266
| – | – | 0.02% | 144 |
|
|
2016
Q1 | $1.05M | Sell |
8,266
-229
| -3% | -$29.1K | 0.02% | 147 |
|
|
2015
Q4 | $1.23M | Buy |
8,495
+1,079
| +15% | +$156K | 0.03% | 143 |
|
|
2015
Q3 | $1.03M | Hold |
7,416
| – | – | 0.03% | 154 |
|
|
2015
Q2 | $1.03M | Hold |
7,416
| – | – | 0.03% | 154 |
|
|
2015
Q1 | $1.11M | Hold |
7,416
| – | – | 0.03% | 148 |
|
|
2014
Q4 | $964K | Hold |
7,416
| – | – | 0.02% | 158 |
|
|
2014
Q3 | $945K | Buy |
7,416
+324
| +5% | +$41.3K | 0.03% | 152 |
|
|
2014
Q2 | $902K | Hold |
7,092
| – | – | 0.02% | 153 |
|
|
2014
Q1 | $890K | Hold |
7,092
| – | – | 0.02% | 156 |
|
|
2013
Q4 | $968K | Buy |
7,092
+130
| +2% | +$17.7K | 0.03% | 149 |
|
|
2013
Q3 | $818K | Buy |
6,962
+100
| +1% | +$11.7K | 0.03% | 154 |
|
|
2013
Q2 | $703K | Buy |
+6,862
| New | +$703K | 0.02% | 173 |
|