LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Hold |
1,100
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $85.5K | Hold |
1,100
| – | – | ﹤0.01% | 346 |
|
|
2024
Q4 | $94.5K | Hold |
1,100
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $84.2K | Hold |
1,100
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $71.5K | Sell |
1,100
-117
| -10% | -$7.61K | ﹤0.01% | 363 |
|
|
2024
Q1 | $69.6K | Buy |
1,217
+117
| +11% | +$6.69K | ﹤0.01% | 366 |
|
|
2023
Q4 | $61K | Hold |
1,100
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $48.7K | Hold |
1,100
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $49K | Hold |
1,100
| – | – | ﹤0.01% | 426 |
|
|
2023
Q1 | $50K | Hold |
1,100
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $50.1K | Hold |
1,100
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $42K | Hold |
1,100
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $46K | Hold |
1,100
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $55K | Hold |
1,100
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $64K | Hold |
1,100
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $57K | Sell |
1,100
-142
| -11% | -$7.36K | ﹤0.01% | 449 |
|
|
2021
Q2 | $64K | Buy |
+1,242
| New | +$64K | ﹤0.01% | 448 |
|
|
2021
Q1 | – | Sell |
-663
| Closed | -$28K | – | 353 |
|
|
2020
Q4 | $28K | Buy |
663
+113
| +21% | +$4.77K | ﹤0.01% | 480 |
|
|
2020
Q3 | $19K | Hold |
550
| – | – | ﹤0.01% | 471 |
|
|
2020
Q2 | $21K | Hold |
550
| – | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $19K | Buy |
+550
| New | +$19K | ﹤0.01% | 467 |
|
|
2019
Q1 | – | Sell |
-892
| Closed | -$42K | – | 705 |
|
|
2018
Q4 | $42K | Buy |
892
+92
| +12% | +$4.33K | ﹤0.01% | 431 |
|
|
2018
Q3 | $41K | Hold |
800
| – | – | ﹤0.01% | 439 |
|
|
2018
Q2 | $43K | Hold |
800
| – | – | ﹤0.01% | 440 |
|
|
2018
Q1 | $41K | Hold |
800
| – | – | ﹤0.01% | 461 |
|
|
2017
Q4 | $43K | Hold |
800
| – | – | ﹤0.01% | 451 |
|
|
2017
Q3 | $42K | Hold |
800
| – | – | ﹤0.01% | 439 |
|
|
2017
Q2 | $42K | Sell |
800
-200
| -20% | -$10.5K | ﹤0.01% | 429 |
|
|
2017
Q1 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 420 |
|
|
2016
Q4 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 396 |
|
|
2016
Q3 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 417 |
|
|
2016
Q2 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 415 |
|
|
2016
Q1 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 433 |
|
|
2015
Q4 | $41K | Sell |
1,000
-100
| -9% | -$4.1K | ﹤0.01% | 445 |
|
|
2015
Q3 | $46K | Hold |
1,100
| – | – | ﹤0.01% | 425 |
|
|
2015
Q2 | $46K | Hold |
1,100
| – | – | ﹤0.01% | 425 |
|
|
2015
Q1 | $44K | Hold |
1,100
| – | – | ﹤0.01% | 446 |
|
|
2014
Q4 | $45K | Hold |
1,100
| – | – | ﹤0.01% | 437 |
|
|
2014
Q3 | $43K | Hold |
1,100
| – | – | ﹤0.01% | 425 |
|
|
2014
Q2 | $41K | Hold |
1,100
| – | – | ﹤0.01% | 448 |
|
|
2014
Q1 | $39K | Hold |
1,100
| – | – | ﹤0.01% | 433 |
|
|
2013
Q4 | $38K | Hold |
1,100
| – | – | ﹤0.01% | 414 |
|
|
2013
Q3 | $33K | Hold |
1,100
| – | – | ﹤0.01% | 400 |
|
|
2013
Q2 | $31K | Buy |
+1,100
| New | +$31K | ﹤0.01% | 437 |
|