LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Baxter International BAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1K | Hold |
1,225
| – | – | ﹤0.01% | 408 |
|
|
2025
Q1 | $36.3K | Hold |
1,225
| – | – | ﹤0.01% | 407 |
|
|
2024
Q4 | $41K | Hold |
1,225
| – | – | ﹤0.01% | 412 |
|
|
2024
Q3 | $45K | Hold |
1,225
| – | – | ﹤0.01% | 393 |
|
|
2024
Q2 | $43.5K | Hold |
1,225
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $49.5K | Hold |
1,225
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $47.4K | Hold |
1,225
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $42K | Hold |
1,225
| – | – | ﹤0.01% | 434 |
|
|
2023
Q2 | $55.8K | Hold |
1,225
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $49.7K | Sell |
1,225
-830
| -40% | -$33.7K | ﹤0.01% | 406 |
|
|
2022
Q4 | $105K | Hold |
2,055
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $111K | Hold |
2,055
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $132K | Sell |
2,055
-1,040
| -34% | -$66.8K | ﹤0.01% | 331 |
|
|
2022
Q1 | $240K | Sell |
3,095
-635
| -17% | -$49.2K | ﹤0.01% | 283 |
|
|
2021
Q4 | $320K | Hold |
3,730
| – | – | ﹤0.01% | 257 |
|
|
2021
Q3 | $300K | Sell |
3,730
-1,063
| -22% | -$85.5K | ﹤0.01% | 257 |
|
|
2021
Q2 | $386K | Buy |
+4,793
| New | +$386K | ﹤0.01% | 250 |
|
|
2021
Q1 | – | Sell |
-1,225
| Closed | -$98K | – | 343 |
|
|
2020
Q4 | $98K | Hold |
1,225
| – | – | ﹤0.01% | 354 |
|
|
2020
Q3 | $99K | Hold |
1,225
| – | – | ﹤0.01% | 324 |
|
|
2020
Q2 | $105K | Hold |
1,225
| – | – | ﹤0.01% | 297 |
|
|
2020
Q1 | $99K | Sell |
1,225
-50
| -4% | -$4.04K | ﹤0.01% | 294 |
|
|
2019
Q4 | $107K | Buy |
1,275
+50
| +4% | +$4.2K | ﹤0.01% | 338 |
|
|
2019
Q3 | $107K | Hold |
1,225
| – | – | ﹤0.01% | 329 |
|
|
2019
Q2 | $100K | Sell |
1,225
-33
| -3% | -$2.69K | ﹤0.01% | 334 |
|
|
2019
Q1 | $102K | Hold |
1,258
| – | – | ﹤0.01% | 320 |
|
|
2018
Q4 | $83K | Sell |
1,258
-242
| -16% | -$16K | ﹤0.01% | 343 |
|
|
2018
Q3 | $116K | Hold |
1,500
| – | – | ﹤0.01% | 334 |
|
|
2018
Q2 | $111K | Hold |
1,500
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $98K | Sell |
1,500
-200
| -12% | -$13.1K | ﹤0.01% | 367 |
|
|
2017
Q4 | $110K | Sell |
1,700
-111
| -6% | -$7.18K | ﹤0.01% | 354 |
|
|
2017
Q3 | $114K | Buy |
1,811
+111
| +7% | +$6.99K | ﹤0.01% | 341 |
|
|
2017
Q2 | $103K | Hold |
1,700
| – | – | ﹤0.01% | 350 |
|
|
2017
Q1 | $88K | Buy |
1,700
+200
| +13% | +$10.4K | ﹤0.01% | 366 |
|
|
2016
Q4 | $67K | Hold |
1,500
| – | – | ﹤0.01% | 370 |
|
|
2016
Q3 | $71K | Sell |
1,500
-213
| -12% | -$10.1K | ﹤0.01% | 367 |
|
|
2016
Q2 | $77K | Buy |
1,713
+213
| +14% | +$9.57K | ﹤0.01% | 347 |
|
|
2016
Q1 | $62K | Hold |
1,500
| – | – | ﹤0.01% | 366 |
|
|
2015
Q4 | $57K | Sell |
1,500
-7,025
| -82% | -$267K | ﹤0.01% | 406 |
|
|
2015
Q3 | $596K | Hold |
8,525
| – | – | 0.02% | 188 |
|
|
2015
Q2 | $596K | Sell |
8,525
-1,300
| -13% | -$90.9K | 0.02% | 188 |
|
|
2015
Q1 | $673K | Sell |
9,825
-150
| -2% | -$10.3K | 0.02% | 184 |
|
|
2014
Q4 | $731K | Buy |
9,975
+6,550
| +191% | +$480K | 0.02% | 164 |
|
|
2014
Q3 | $246K | Hold |
3,425
| – | – | 0.01% | 246 |
|
|
2014
Q2 | $248K | Buy |
3,425
+1,248
| +57% | +$90.4K | 0.01% | 248 |
|
|
2014
Q1 | $160K | Hold |
2,177
| – | – | ﹤0.01% | 285 |
|
|
2013
Q4 | $151K | Buy |
2,177
+652
| +43% | +$45.2K | ﹤0.01% | 282 |
|
|
2013
Q3 | $100K | Hold |
1,525
| – | – | ﹤0.01% | 309 |
|
|
2013
Q2 | $106K | Buy |
+1,525
| New | +$106K | ﹤0.01% | 316 |
|