LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
616
-58
| -9% | -$60.9K | 0.01% | 189 |
|
|
2025
Q1 | $602K | Hold |
674
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $694K | Buy |
+674
| New | +$694K | 0.01% | 195 |
|
|
2024
Q3 | – | Sell |
-716
| Closed | -$604K | – | 574 |
|
|
2024
Q2 | $604K | Buy |
716
+261
| +57% | +$220K | 0.01% | 192 |
|
|
2024
Q1 | $346K | Buy |
455
+12
| +3% | +$9.12K | ﹤0.01% | 224 |
|
|
2023
Q4 | $343K | Hold |
443
| – | – | ﹤0.01% | 225 |
|
|
2023
Q3 | $286K | Sell |
443
-24
| -5% | -$15.5K | ﹤0.01% | 244 |
|
|
2023
Q2 | $323K | Sell |
467
-100
| -18% | -$69.1K | ﹤0.01% | 241 |
|
|
2023
Q1 | $379K | Sell |
567
-89
| -14% | -$59.6K | ﹤0.01% | 224 |
|
|
2022
Q4 | $465K | Sell |
656
-52
| -7% | -$36.8K | 0.01% | 202 |
|
|
2022
Q3 | $390K | Sell |
708
-43
| -6% | -$23.7K | 0.01% | 220 |
|
|
2022
Q2 | $457K | Buy |
751
+27
| +4% | +$16.4K | 0.01% | 216 |
|
|
2022
Q1 | $553K | Sell |
724
-220
| -23% | -$168K | 0.01% | 204 |
|
|
2021
Q4 | $864K | Sell |
944
-24
| -2% | -$22K | 0.01% | 188 |
|
|
2021
Q3 | $812K | Sell |
968
-1
| -0.1% | -$839 | 0.01% | 185 |
|
|
2021
Q2 | $848K | Buy |
969
+207
| +27% | +$181K | 0.01% | 184 |
|
|
2021
Q1 | $575K | Buy |
762
+86
| +13% | +$64.9K | 0.01% | 202 |
|
|
2020
Q4 | $488K | Buy |
676
+184
| +37% | +$133K | 0.01% | 207 |
|
|
2020
Q3 | $277K | Hold |
492
| – | – | ﹤0.01% | 239 |
|
|
2020
Q2 | $268K | Buy |
492
+2
| +0.4% | +$1.09K | ﹤0.01% | 225 |
|
|
2020
Q1 | $216K | Buy |
490
+10
| +2% | +$4.41K | ﹤0.01% | 230 |
|
|
2019
Q4 | $241K | Sell |
480
-175
| -27% | -$87.9K | ﹤0.01% | 258 |
|
|
2019
Q3 | $292K | Sell |
655
-50
| -7% | -$22.3K | ﹤0.01% | 227 |
|
|
2019
Q2 | $331K | Sell |
705
-195
| -22% | -$91.6K | ﹤0.01% | 221 |
|
|
2019
Q1 | $385K | Sell |
900
-30
| -3% | -$12.8K | 0.01% | 209 |
|
|
2018
Q4 | $365K | Buy |
930
+335
| +56% | +$131K | 0.01% | 214 |
|
|
2018
Q3 | $280K | Hold |
595
| – | – | ﹤0.01% | 237 |
|
|
2018
Q2 | $297K | Hold |
595
| – | – | 0.01% | 241 |
|
|
2018
Q1 | $322K | Hold |
595
| – | – | 0.01% | 231 |
|
|
2017
Q4 | $306K | Buy |
595
+40
| +7% | +$20.6K | 0.01% | 237 |
|
|
2017
Q3 | $248K | Hold |
555
| – | – | ﹤0.01% | 254 |
|
|
2017
Q2 | $237K | Hold |
555
| – | – | ﹤0.01% | 258 |
|
|
2017
Q1 | $213K | Buy |
555
+125
| +29% | +$48K | ﹤0.01% | 270 |
|
|
2016
Q4 | $164K | Hold |
430
| – | – | ﹤0.01% | 287 |
|
|
2016
Q3 | $156K | Hold |
430
| – | – | ﹤0.01% | 287 |
|
|
2016
Q2 | $147K | Hold |
430
| – | – | ﹤0.01% | 288 |
|
|
2016
Q1 | $146K | Hold |
430
| – | – | ﹤0.01% | 274 |
|
|
2015
Q4 | $146K | Hold |
430
| – | – | ﹤0.01% | 293 |
|
|
2015
Q3 | $149K | Hold |
430
| – | – | ﹤0.01% | 308 |
|
|
2015
Q2 | $149K | Sell |
430
-45
| -9% | -$15.6K | ﹤0.01% | 308 |
|
|
2015
Q1 | $174K | Hold |
475
| – | – | ﹤0.01% | 304 |
|
|
2014
Q4 | $170K | Hold |
475
| – | – | ﹤0.01% | 299 |
|
|
2014
Q3 | $156K | Hold |
475
| – | – | ﹤0.01% | 297 |
|
|
2014
Q2 | $152K | Hold |
475
| – | – | ﹤0.01% | 307 |
|
|
2014
Q1 | $149K | Sell |
475
-40
| -8% | -$12.5K | ﹤0.01% | 296 |
|
|
2013
Q4 | $163K | Buy |
515
+175
| +51% | +$55.4K | ﹤0.01% | 275 |
|
|
2013
Q3 | $92K | Buy |
340
+40
| +13% | +$10.8K | ﹤0.01% | 318 |
|
|
2013
Q2 | $77K | Buy |
+300
| New | +$77K | ﹤0.01% | 349 |
|