LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27M | Sell |
174,662
-1,170
| -0.7% | -$55.4K | 0.07% | 73 |
|
|
2025
Q1 | $6.81M | Sell |
175,832
-690
| -0.4% | -$26.7K | 0.07% | 76 |
|
|
2024
Q4 | $8.31M | Sell |
176,522
-541
| -0.3% | -$25.5K | 0.07% | 80 |
|
|
2024
Q3 | $7.55M | Buy |
177,063
+141,197
| +394% | +$6.02M | 0.07% | 82 |
|
|
2024
Q2 | $1.58M | Sell |
35,866
-2,521
| -7% | -$111K | 0.01% | 126 |
|
|
2024
Q1 | $1.45M | Sell |
38,387
-1,000
| -3% | -$37.7K | 0.01% | 127 |
|
|
2023
Q4 | $1.34M | Hold |
39,387
| – | – | 0.01% | 135 |
|
|
2023
Q3 | $1.09M | Buy |
39,387
+522
| +1% | +$14.4K | 0.01% | 143 |
|
|
2023
Q2 | $1.12M | Sell |
38,865
-907
| -2% | -$26K | 0.01% | 148 |
|
|
2023
Q1 | $1.14M | Hold |
39,772
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $1.32M | Sell |
39,772
-9,588
| -19% | -$318K | 0.02% | 137 |
|
|
2022
Q3 | $1.49M | Sell |
49,360
-304
| -0.6% | -$9.18K | 0.02% | 124 |
|
|
2022
Q2 | $1.55M | Sell |
49,664
-1,237
| -2% | -$38.5K | 0.02% | 128 |
|
|
2022
Q1 | $2.1M | Buy |
50,901
+8,400
| +20% | +$346K | 0.02% | 120 |
|
|
2021
Q4 | $1.89M | Buy |
42,501
+1,500
| +4% | +$66.7K | 0.02% | 132 |
|
|
2021
Q3 | $1.74M | Sell |
41,001
-2,500
| -6% | -$106K | 0.02% | 130 |
|
|
2021
Q2 | $1.79M | Sell |
43,501
-3,187
| -7% | -$131K | 0.02% | 134 |
|
|
2021
Q1 | $1.81M | Buy |
46,688
+2,827
| +6% | +$109K | 0.02% | 123 |
|
|
2020
Q4 | $1.33M | Buy |
43,861
+1,214
| +3% | +$36.8K | 0.01% | 139 |
|
|
2020
Q3 | $1.03M | Sell |
42,647
-2,740
| -6% | -$66K | 0.01% | 140 |
|
|
2020
Q2 | $1.08M | Sell |
45,387
-335
| -0.7% | -$7.96K | 0.01% | 132 |
|
|
2020
Q1 | $971K | Sell |
45,722
-6,469
| -12% | -$137K | 0.02% | 131 |
|
|
2019
Q4 | $1.84M | Sell |
52,191
-1,533
| -3% | -$54K | 0.02% | 122 |
|
|
2019
Q3 | $1.57M | Sell |
53,724
-2,200
| -4% | -$64.2K | 0.02% | 126 |
|
|
2019
Q2 | $1.62M | Buy |
55,924
+16,465
| +42% | +$478K | 0.02% | 127 |
|
|
2019
Q1 | $1.09M | Buy |
39,459
+3,154
| +9% | +$87K | 0.02% | 148 |
|
|
2018
Q4 | $895K | Sell |
36,305
-4,195
| -10% | -$103K | 0.02% | 156 |
|
|
2018
Q3 | $1.19M | Sell |
40,500
-387
| -0.9% | -$11.4K | 0.02% | 151 |
|
|
2018
Q2 | $1.15M | Sell |
40,887
-1,774
| -4% | -$50K | 0.02% | 153 |
|
|
2018
Q1 | $1.28M | Sell |
42,661
-1,326
| -3% | -$39.8K | 0.02% | 148 |
|
|
2017
Q4 | $1.3M | Buy |
43,987
+2,500
| +6% | +$73.8K | 0.02% | 147 |
|
|
2017
Q3 | $1.05M | Buy |
41,487
+154
| +0.4% | +$3.9K | 0.02% | 156 |
|
|
2017
Q2 | $997K | Buy |
41,333
+600
| +1% | +$14.5K | 0.02% | 154 |
|
|
2017
Q1 | $961K | Sell |
40,733
-2,881
| -7% | -$68K | 0.02% | 157 |
|
|
2016
Q4 | $964K | Sell |
43,614
-470
| -1% | -$10.4K | 0.02% | 157 |
|
|
2016
Q3 | $690K | Hold |
44,084
| – | – | 0.02% | 171 |
|
|
2016
Q2 | $585K | Sell |
44,084
-333
| -0.7% | -$4.42K | 0.01% | 176 |
|
|
2016
Q1 | $601K | Sell |
44,417
-1,120
| -2% | -$15.2K | 0.01% | 173 |
|
|
2015
Q4 | $766K | Buy |
45,537
+3,822
| +9% | +$64.3K | 0.02% | 169 |
|
|
2015
Q3 | $710K | Hold |
41,715
| – | – | 0.02% | 174 |
|
|
2015
Q2 | $710K | Buy |
41,715
+500
| +1% | +$8.51K | 0.02% | 174 |
|
|
2015
Q1 | $634K | Sell |
41,215
-25
| -0.1% | -$385 | 0.02% | 189 |
|
|
2014
Q4 | $738K | Sell |
41,240
-3,000
| -7% | -$53.7K | 0.02% | 163 |
|
|
2014
Q3 | $754K | Buy |
44,240
+2,374
| +6% | +$40.5K | 0.02% | 158 |
|
|
2014
Q2 | $643K | Hold |
41,866
| – | – | 0.02% | 174 |
|
|
2014
Q1 | $720K | Buy |
41,866
+2,225
| +6% | +$38.3K | 0.02% | 163 |
|
|
2013
Q4 | $617K | Hold |
39,641
| – | – | 0.02% | 175 |
|
|
2013
Q3 | $547K | Sell |
39,641
-2,496
| -6% | -$34.4K | 0.02% | 176 |
|
|
2013
Q2 | $542K | Buy |
+42,137
| New | +$542K | 0.02% | 185 |
|