LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
11,520
| – | – | ﹤0.01% | 234 |
|
|
2025
Q1 | $329K | Buy |
11,520
+1,388
| +14% | +$39.7K | ﹤0.01% | 234 |
|
|
2024
Q4 | $319K | Sell |
10,132
-244
| -2% | -$7.67K | ﹤0.01% | 237 |
|
|
2024
Q3 | $325K | Sell |
10,376
-210
| -2% | -$6.57K | ﹤0.01% | 231 |
|
|
2024
Q2 | $369K | Hold |
10,586
| – | – | ﹤0.01% | 221 |
|
|
2024
Q1 | $412K | Hold |
10,586
| – | – | ﹤0.01% | 215 |
|
|
2023
Q4 | $372K | Hold |
10,586
| – | – | ﹤0.01% | 224 |
|
|
2023
Q3 | $390K | Hold |
10,586
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $374K | Hold |
10,586
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $402K | Sell |
10,586
-837
| -7% | -$31.8K | ﹤0.01% | 215 |
|
|
2022
Q4 | $399K | Hold |
11,423
| – | – | ﹤0.01% | 217 |
|
|
2022
Q3 | $326K | Sell |
11,423
-2
| -0% | -$57 | ﹤0.01% | 241 |
|
|
2022
Q2 | $324K | Buy |
11,425
+1,450
| +15% | +$41.1K | ﹤0.01% | 242 |
|
|
2022
Q1 | $293K | Buy |
9,975
+345
| +4% | +$10.1K | ﹤0.01% | 251 |
|
|
2021
Q4 | $256K | Hold |
9,630
| – | – | ﹤0.01% | 287 |
|
|
2021
Q3 | $263K | Hold |
9,630
| – | – | ﹤0.01% | 273 |
|
|
2021
Q2 | $254K | Sell |
9,630
-2,070
| -18% | -$54.6K | ﹤0.01% | 286 |
|
|
2021
Q1 | $285K | Sell |
11,700
-370
| -3% | -$9.01K | ﹤0.01% | 258 |
|
|
2020
Q4 | $248K | Buy |
12,070
+95
| +0.8% | +$1.95K | ﹤0.01% | 261 |
|
|
2020
Q3 | $209K | Sell |
11,975
-1,115
| -9% | -$19.5K | ﹤0.01% | 256 |
|
|
2020
Q2 | $305K | Sell |
13,090
-1,609
| -11% | -$37.5K | ﹤0.01% | 215 |
|
|
2020
Q1 | $359K | Buy |
14,699
+609
| +4% | +$14.9K | 0.01% | 193 |
|
|
2019
Q4 | $532K | Sell |
14,090
-454
| -3% | -$17.1K | 0.01% | 200 |
|
|
2019
Q3 | $553K | Hold |
14,544
| – | – | 0.01% | 191 |
|
|
2019
Q2 | $606K | Hold |
14,544
| – | – | 0.01% | 183 |
|
|
2019
Q1 | $636K | Sell |
14,544
-200
| -1% | -$8.75K | 0.01% | 179 |
|
|
2018
Q4 | $559K | Buy |
14,744
+700
| +5% | +$26.5K | 0.01% | 190 |
|
|
2018
Q3 | $647K | Sell |
14,044
-75
| -0.5% | -$3.46K | 0.01% | 187 |
|
|
2018
Q2 | $645K | Hold |
14,119
| – | – | 0.01% | 188 |
|
|
2018
Q1 | $572K | Sell |
14,119
-155
| -1% | -$6.28K | 0.01% | 194 |
|
|
2017
Q4 | $600K | Sell |
14,274
-2,750
| -16% | -$116K | 0.01% | 193 |
|
|
2017
Q3 | $654K | Sell |
17,024
-1,086
| -6% | -$41.7K | 0.01% | 184 |
|
|
2017
Q2 | $636K | Sell |
18,110
-355
| -2% | -$12.5K | 0.01% | 177 |
|
|
2017
Q1 | $637K | Sell |
18,465
-500
| -3% | -$17.2K | 0.01% | 182 |
|
|
2016
Q4 | $709K | Sell |
18,965
-2,425
| -11% | -$90.7K | 0.02% | 173 |
|
|
2016
Q3 | $752K | Sell |
21,390
-844
| -4% | -$29.7K | 0.02% | 166 |
|
|
2016
Q2 | $790K | Buy |
22,234
+1,399
| +7% | +$49.7K | 0.02% | 162 |
|
|
2016
Q1 | $629K | Hold |
20,835
| – | – | 0.01% | 170 |
|
|
2015
Q4 | $651K | Buy |
20,835
+3,507
| +20% | +$110K | 0.02% | 178 |
|
|
2015
Q3 | $692K | Hold |
17,328
| – | – | 0.02% | 176 |
|
|
2015
Q2 | $692K | Hold |
17,328
| – | – | 0.02% | 176 |
|
|
2015
Q1 | $678K | Hold |
17,328
| – | – | 0.02% | 182 |
|
|
2014
Q4 | $661K | Hold |
17,328
| – | – | 0.02% | 177 |
|
|
2014
Q3 | $762K | Buy |
17,328
+7,594
| +78% | +$334K | 0.02% | 157 |
|
|
2014
Q2 | $513K | Hold |
9,734
| – | – | 0.01% | 190 |
|
|
2014
Q1 | $468K | Buy |
9,734
+2,622
| +37% | +$126K | 0.01% | 192 |
|
|
2013
Q4 | $346K | Sell |
7,112
-406
| -5% | -$19.8K | 0.01% | 216 |
|
|
2013
Q3 | $316K | Hold |
7,518
| – | – | 0.01% | 212 |
|
|
2013
Q2 | $314K | Buy |
+7,518
| New | +$314K | 0.01% | 223 |
|