LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4K | Hold |
162
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $19.3K | Hold |
162
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $14.6K | Hold |
162
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $15.6K | Hold |
162
| – | – | ﹤0.01% | 469 |
|
|
2024
Q2 | $12.7K | Sell |
162
-130
| -45% | -$10.2K | ﹤0.01% | 478 |
|
|
2024
Q1 | $20.6K | Hold |
292
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $21.1K | Hold |
292
| – | – | ﹤0.01% | 460 |
|
|
2023
Q3 | $24.4K | Sell |
292
-55
| -16% | -$4.59K | ﹤0.01% | 468 |
|
|
2023
Q2 | $28.9K | Sell |
347
-77
| -18% | -$6.42K | ﹤0.01% | 472 |
|
|
2023
Q1 | $43.3K | Hold |
424
| – | – | ﹤0.01% | 426 |
|
|
2022
Q4 | $37.4K | Hold |
424
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $34K | Hold |
424
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $48K | Sell |
424
-127
| -23% | -$14.4K | ﹤0.01% | 428 |
|
|
2022
Q1 | $60K | Sell |
551
-198
| -26% | -$21.6K | ﹤0.01% | 423 |
|
|
2021
Q4 | $89K | Sell |
749
-107
| -13% | -$12.7K | ﹤0.01% | 400 |
|
|
2021
Q3 | $127K | Sell |
856
-1,664
| -66% | -$247K | ﹤0.01% | 362 |
|
|
2021
Q2 | $571K | Sell |
2,520
-1,075
| -30% | -$244K | 0.01% | 212 |
|
|
2021
Q1 | $815K | Buy |
3,595
+51
| +1% | +$11.6K | 0.01% | 171 |
|
|
2020
Q4 | $825K | Buy |
3,544
+52
| +1% | +$12.1K | 0.01% | 169 |
|
|
2020
Q3 | $1.03M | Buy |
3,492
+62
| +2% | +$18.2K | 0.01% | 139 |
|
|
2020
Q2 | $740K | Sell |
3,430
-2,130
| -38% | -$460K | 0.01% | 150 |
|
|
2020
Q1 | $1.08M | Sell |
5,560
-974
| -15% | -$189K | 0.02% | 126 |
|
|
2019
Q4 | $1.39M | Hold |
6,534
| – | – | 0.02% | 134 |
|
|
2019
Q3 | $1.09M | Sell |
6,534
-1
| -0% | -$167 | 0.02% | 148 |
|
|
2019
Q2 | $1.11M | Hold |
6,535
| – | – | 0.02% | 146 |
|
|
2019
Q1 | $1.19M | Sell |
6,535
-60
| -0.9% | -$10.9K | 0.02% | 145 |
|
|
2018
Q4 | $904K | Sell |
6,595
-965
| -13% | -$132K | 0.02% | 154 |
|
|
2018
Q3 | $1.25M | Sell |
7,560
-30
| -0.4% | -$4.94K | 0.02% | 149 |
|
|
2018
Q2 | $1.41M | Buy |
7,590
+500
| +7% | +$92.8K | 0.02% | 138 |
|
|
2018
Q1 | $1.3M | Buy |
7,090
+645
| +10% | +$118K | 0.02% | 144 |
|
|
2017
Q4 | $1.11M | Buy |
6,445
+4,395
| +214% | +$758K | 0.02% | 157 |
|
|
2017
Q3 | $354K | Hold |
2,050
| – | – | 0.01% | 223 |
|
|
2017
Q2 | $318K | Hold |
2,050
| – | – | 0.01% | 230 |
|
|
2017
Q1 | $221K | Sell |
2,050
-55
| -3% | -$5.93K | ﹤0.01% | 266 |
|
|
2016
Q4 | $185K | Hold |
2,105
| – | – | ﹤0.01% | 272 |
|
|
2016
Q3 | $223K | Hold |
2,105
| – | – | 0.01% | 254 |
|
|
2016
Q2 | $167K | Sell |
2,105
-2,210
| -51% | -$175K | ﹤0.01% | 271 |
|
|
2016
Q1 | $341K | Sell |
4,315
-1,535
| -26% | -$121K | 0.01% | 206 |
|
|
2015
Q4 | $475K | Buy |
5,850
+4,345
| +289% | +$353K | 0.01% | 203 |
|
|
2015
Q3 | $124K | Hold |
1,505
| – | – | ﹤0.01% | 332 |
|
|
2015
Q2 | $124K | Hold |
1,505
| – | – | ﹤0.01% | 332 |
|
|
2015
Q1 | $125K | Buy |
1,505
+595
| +65% | +$49.4K | ﹤0.01% | 340 |
|
|
2014
Q4 | $95K | Buy |
910
+110
| +14% | +$11.5K | ﹤0.01% | 365 |
|
|
2014
Q3 | $71K | Buy |
+800
| New | +$71K | ﹤0.01% | 371 |
|