Loring Wolcott & Coolidge Fiduciary Advisors’s CAMBRIDGE BANCORP CATC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-805
| Closed | -$59.2K | – | 602 |
|
|
2024
Q2 | $59.2K | Hold |
805
| – | – | ﹤0.01% | 378 |
|
|
2024
Q1 | $50.5K | Hold |
805
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $55.2K | Hold |
805
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $44.7K | Hold |
805
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $43.7K | Sell |
805
-75
| -9% | -$4.18K | ﹤0.01% | 439 |
|
|
2023
Q1 | $57K | Buy |
880
+400
| +83% | +$30.9K | ﹤0.01% | 392 |
|
|
2022
Q4 | $39.9K | Hold |
480
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $38K | Hold |
480
| – | – | ﹤0.01% | 445 |
|
|
2022
Q2 | $40K | Hold |
480
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $41K | Hold |
480
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $45K | Hold |
480
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $42K | Hold |
480
| – | – | ﹤0.01% | 476 |
|
|
2021
Q2 | $40K | Buy |
+480
| New | +$41K | ﹤0.01% | 491 |
|
|
2021
Q1 | – | Sell |
-480
| Closed | -$33K | – | 739 |
|
|
2020
Q4 | $33K | Buy |
480
+180
| +60% | +$12K | ﹤0.01% | 462 |
|
|
2020
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 464 |
|
|
2020
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 496 |
|
|
2019
Q4 | $24K | Hold |
300
| – | – | ﹤0.01% | 519 |
|
|
2019
Q3 | $23K | Hold |
300
| – | – | ﹤0.01% | 509 |
|
|
2019
Q2 | $24K | Hold |
300
| – | – | ﹤0.01% | 497 |
|
|
2019
Q1 | $25K | Hold |
300
| – | – | ﹤0.01% | 499 |
|
|
2018
Q4 | $25K | Hold |
300
| – | – | ﹤0.01% | 485 |
|
|
2018
Q3 | $27K | Hold |
300
| – | – | ﹤0.01% | 472 |
|
|
2018
Q2 | $26K | Hold |
300
| – | – | ﹤0.01% | 486 |
|
|
2018
Q1 | $26K | Sell |
300
-750
| -71% | -$61.2K | ﹤0.01% | 511 |
|
|
2017
Q4 | $84K | Buy |
+1,050
| New | +$79.2K | ﹤0.01% | 380 |
|
Loring Wolcott & Coolidge Fiduciary Advisors's CATC Position: Q3 2024 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 805 shares — an estimated $59.2K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CATC in Q4 2017 and held it in 26 quarters. The position peaked at $84K in Q4 2017. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 805 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $59.2K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CAMBRIDGE BANCORP in Q4 2017 and held it in 26 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's CAMBRIDGE BANCORP position peaked at $84K in Q4 2017.
- 0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.