Loring Wolcott & Coolidge Fiduciary Advisors’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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2022
Q2 | $43K | Sell |
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2022
Q1 | $99K | Sell |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $110K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $106K | Sell |
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|
2020
Q3 | $121K | Sell |
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2020
Q2 | $312K | Sell |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $536K | Sell |
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|
2019
Q3 | $553K | Sell |
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|
2019
Q2 | $589K | Buy |
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|
2019
Q1 | $692K | Sell |
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|
2018
Q4 | $587K | Sell |
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|
2018
Q3 | $842K | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.61M | Sell |
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2017
Q3 | $1.42M | Sell |
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|
2017
Q2 | $1.49M | Sell |
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|
2017
Q1 | $1.5M | Sell |
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|
2016
Q4 | $1.41M | Sell |
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|
2016
Q3 | $1.61M | Sell |
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|
2016
Q2 | $1.59M | Sell |
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|
2016
Q1 | $1.45M | Sell |
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|
2015
Q4 | $1.82M | Sell |
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|
2015
Q3 | $3.36M | Hold |
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|
2015
Q2 | $3.36M | Sell |
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|
2015
Q1 | $5.8M | Sell |
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|
2014
Q4 | $18.6M | Buy |
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