LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$22.9K | – | 573 |
|
|
2024
Q2 | $22.9K | Buy |
+400
| New | +$22.9K | ﹤0.01% | 444 |
|
|
2024
Q1 | – | Sell |
-7,325
| Closed | -$448K | – | 568 |
|
|
2023
Q4 | $448K | Hold |
7,325
| – | – | ﹤0.01% | 208 |
|
|
2023
Q3 | $432K | Buy |
7,325
+62
| +0.9% | +$3.66K | ﹤0.01% | 208 |
|
|
2023
Q2 | $433K | Buy |
+7,263
| New | +$433K | ﹤0.01% | 221 |
|
|
2016
Q4 | – | Sell |
-425
| Closed | -$15K | – | 597 |
|
|
2016
Q3 | $15K | Buy |
425
+125
| +42% | +$4.41K | ﹤0.01% | 501 |
|
|
2016
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 549 |
|
|
2016
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 550 |
|
|
2015
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 572 |
|
|
2015
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 530 |
|
|
2015
Q2 | $12K | Hold |
300
| – | -$679 | ﹤0.01% | 530 |
|
|
2015
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 535 |
|
|
2014
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 526 |
|
|
2014
Q3 | $18K | Buy |
300
+125
| +71% | +$7.5K | ﹤0.01% | 484 |
|
|
2014
Q2 | $12K | Sell |
175
-13,050
| -99% | -$895K | ﹤0.01% | 543 |
|
|
2014
Q1 | $896K | Hold |
13,225
| – | – | 0.02% | 155 |
|
|
2013
Q4 | $902K | Sell |
13,225
-712
| -5% | -$48.6K | 0.02% | 152 |
|
|
2013
Q3 | $927K | Sell |
13,937
-1,200
| -8% | -$79.8K | 0.03% | 148 |
|
|
2013
Q2 | $873K | Buy |
+15,137
| New | +$873K | 0.03% | 156 |
|