LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Avis CAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $76.1K | Hold |
450
| – | – | ﹤0.01% | 367 |
|
2025
Q1 | $38.8K | Hold |
450
| – | – | ﹤0.01% | 403 |
|
2024
Q4 | $40.2K | Hold |
450
| – | – | ﹤0.01% | 414 |
|
2024
Q3 | $37.6K | Hold |
450
| – | – | ﹤0.01% | 415 |
|
2024
Q2 | $49.9K | Hold |
450
| – | – | ﹤0.01% | 391 |
|
2024
Q1 | $45.9K | Hold |
450
| – | – | ﹤0.01% | 404 |
|
2023
Q4 | $73.7K | Hold |
450
| – | – | ﹤0.01% | 375 |
|
2023
Q3 | $84.1K | Hold |
450
| – | – | ﹤0.01% | 373 |
|
2023
Q2 | $103K | Hold |
450
| – | – | ﹤0.01% | 361 |
|
2023
Q1 | $87.7K | Hold |
450
| – | – | ﹤0.01% | 356 |
|
2022
Q4 | $73.8K | Hold |
450
| – | – | ﹤0.01% | 366 |
|
2022
Q3 | $67K | Hold |
450
| – | – | ﹤0.01% | 382 |
|
2022
Q2 | $66K | Hold |
450
| – | – | ﹤0.01% | 400 |
|
2022
Q1 | $118K | Hold |
450
| – | – | ﹤0.01% | 357 |
|
2021
Q4 | $93K | Hold |
450
| – | – | ﹤0.01% | 393 |
|
2021
Q3 | $52K | Hold |
450
| – | – | ﹤0.01% | 457 |
|
2021
Q2 | $35K | Buy |
+450
| New | +$35K | ﹤0.01% | 496 |
|
2021
Q1 | – | Sell |
-450
| Closed | -$17K | – | 370 |
|
2020
Q4 | $17K | Hold |
450
| – | – | ﹤0.01% | 523 |
|
2020
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 501 |
|
2020
Q2 | $10K | Hold |
450
| – | – | ﹤0.01% | 498 |
|
2020
Q1 | $6K | Hold |
450
| – | – | ﹤0.01% | 568 |
|
2019
Q4 | $15K | Hold |
450
| – | – | ﹤0.01% | 560 |
|
2019
Q3 | $13K | Hold |
450
| – | – | ﹤0.01% | 547 |
|
2019
Q2 | $16K | Hold |
450
| – | – | ﹤0.01% | 523 |
|
2019
Q1 | $16K | Hold |
450
| – | – | ﹤0.01% | 532 |
|
2018
Q4 | $10K | Hold |
450
| – | – | ﹤0.01% | 560 |
|
2018
Q3 | $14K | Hold |
450
| – | – | ﹤0.01% | 514 |
|
2018
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 520 |
|
2018
Q1 | $21K | Hold |
450
| – | – | ﹤0.01% | 531 |
|
2017
Q4 | $20K | Hold |
450
| – | – | ﹤0.01% | 517 |
|
2017
Q3 | $17K | Hold |
450
| – | – | ﹤0.01% | 520 |
|
2017
Q2 | $14K | Hold |
450
| – | – | ﹤0.01% | 523 |
|
2017
Q1 | $13K | Hold |
450
| – | – | ﹤0.01% | 528 |
|
2016
Q4 | $17K | Hold |
450
| – | – | ﹤0.01% | 480 |
|
2016
Q3 | $15K | Hold |
450
| – | – | ﹤0.01% | 502 |
|
2016
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 506 |
|
2016
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 522 |
|
2015
Q4 | $16K | Buy |
+450
| New | +$16K | ﹤0.01% | 525 |
|