LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Hold |
200
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $17.5K | Hold |
200
| – | – | ﹤0.01% | 452 |
|
|
2024
Q4 | $17.7K | Hold |
200
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $17.9K | Hold |
200
| – | – | ﹤0.01% | 464 |
|
|
2024
Q2 | $18.7K | Hold |
200
| – | – | ﹤0.01% | 458 |
|
|
2024
Q1 | $19.4K | Hold |
200
| – | – | ﹤0.01% | 461 |
|
|
2023
Q4 | $21.1K | Hold |
200
| – | – | ﹤0.01% | 461 |
|
|
2023
Q3 | $21.4K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $27.4K | Hold |
200
| – | – | ﹤0.01% | 478 |
|
|
2023
Q1 | $30.2K | Hold |
200
| – | – | ﹤0.01% | 450 |
|
|
2022
Q4 | $22.9K | Hold |
200
| – | – | ﹤0.01% | 458 |
|
|
2022
Q3 | $23K | Hold |
200
| – | – | ﹤0.01% | 477 |
|
|
2022
Q2 | $30K | Hold |
200
| – | – | ﹤0.01% | 476 |
|
|
2022
Q1 | $26K | Sell |
200
-1,250
| -86% | -$163K | ﹤0.01% | 499 |
|
|
2021
Q4 | $216K | Sell |
1,450
-515
| -26% | -$76.7K | ﹤0.01% | 305 |
|
|
2021
Q3 | $302K | Hold |
1,965
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $401K | Hold |
1,965
| – | – | ﹤0.01% | 244 |
|
|
2021
Q1 | $427K | Hold |
1,965
| – | – | ﹤0.01% | 227 |
|
|
2020
Q4 | $425K | Hold |
1,965
| – | – | ﹤0.01% | 223 |
|
|
2020
Q3 | $249K | Hold |
1,965
| – | – | ﹤0.01% | 247 |
|
|
2020
Q2 | $236K | Hold |
1,965
| – | – | ﹤0.01% | 236 |
|
|
2020
Q1 | $198K | Hold |
1,965
| – | – | ﹤0.01% | 234 |
|
|
2019
Q4 | $248K | Buy |
1,965
+200
| +11% | +$25.2K | ﹤0.01% | 252 |
|
|
2019
Q3 | $181K | Hold |
1,765
| – | – | ﹤0.01% | 273 |
|
|
2019
Q2 | $207K | Hold |
1,765
| – | – | ﹤0.01% | 261 |
|
|
2019
Q1 | $291K | Sell |
1,765
-470
| -21% | -$77.5K | ﹤0.01% | 227 |
|
|
2018
Q4 | $354K | Sell |
2,235
-320
| -13% | -$50.7K | 0.01% | 216 |
|
|
2018
Q3 | $584K | Sell |
2,555
-620
| -20% | -$142K | 0.01% | 196 |
|
|
2018
Q2 | $772K | Hold |
3,175
| – | – | 0.01% | 179 |
|
|
2018
Q1 | $709K | Buy |
3,175
+465
| +17% | +$104K | 0.01% | 187 |
|
|
2017
Q4 | $635K | Buy |
2,710
+605
| +29% | +$142K | 0.01% | 190 |
|
|
2017
Q3 | $521K | Hold |
2,105
| – | – | 0.01% | 194 |
|
|
2017
Q2 | $476K | Sell |
2,105
-715
| -25% | -$162K | 0.01% | 194 |
|
|
2017
Q1 | $487K | Sell |
2,820
-360
| -11% | -$62.2K | 0.01% | 191 |
|
|
2016
Q4 | $523K | Hold |
3,180
| – | – | 0.01% | 186 |
|
|
2016
Q3 | $579K | Hold |
3,180
| – | – | 0.01% | 181 |
|
|
2016
Q2 | $525K | Sell |
3,180
-288
| -8% | -$47.5K | 0.01% | 182 |
|
|
2016
Q1 | $662K | Hold |
3,468
| – | – | 0.02% | 165 |
|
|
2015
Q4 | $656K | Sell |
3,468
-345
| -9% | -$65.3K | 0.02% | 177 |
|
|
2015
Q3 | $759K | Hold |
3,813
| – | – | 0.02% | 170 |
|
|
2015
Q2 | $759K | Sell |
3,813
-250
| -6% | -$49.8K | 0.02% | 170 |
|
|
2015
Q1 | $847K | Buy |
4,063
+1,375
| +51% | +$287K | 0.02% | 165 |
|
|
2014
Q4 | $613K | Hold |
2,688
| – | – | 0.02% | 181 |
|
|
2014
Q3 | $587K | Buy |
2,688
+200
| +8% | +$43.7K | 0.02% | 178 |
|
|
2014
Q2 | $465K | Buy |
2,488
+1,935
| +350% | +$362K | 0.01% | 197 |
|
|
2014
Q1 | $84K | Hold |
553
| – | – | ﹤0.01% | 361 |
|
|
2013
Q4 | $98K | Buy |
+553
| New | +$98K | ﹤0.01% | 332 |
|