LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,570
| Closed | -$171K | – | 562 |
|
|
2024
Q4 | $171K | Hold |
1,570
| – | – | ﹤0.01% | 299 |
|
|
2024
Q3 | $168K | Hold |
1,570
| – | – | ﹤0.01% | 296 |
|
|
2024
Q2 | $138K | Hold |
1,570
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $111K | Hold |
1,570
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $132K | Hold |
1,570
| – | – | ﹤0.01% | 320 |
|
|
2023
Q3 | $128K | Hold |
1,570
| – | – | ﹤0.01% | 326 |
|
|
2023
Q2 | $148K | Hold |
1,570
| – | – | ﹤0.01% | 323 |
|
|
2023
Q1 | $156K | Hold |
1,570
| – | – | ﹤0.01% | 296 |
|
|
2022
Q4 | $144K | Hold |
1,570
| – | – | ﹤0.01% | 305 |
|
|
2022
Q3 | $151K | Hold |
1,570
| – | – | ﹤0.01% | 306 |
|
|
2022
Q2 | $159K | Hold |
1,570
| – | – | ﹤0.01% | 314 |
|
|
2022
Q1 | $169K | Hold |
1,570
| – | – | ﹤0.01% | 319 |
|
|
2021
Q4 | $169K | Hold |
1,570
| – | – | ﹤0.01% | 332 |
|
|
2021
Q3 | $137K | Sell |
1,570
-29
| -2% | -$2.53K | ﹤0.01% | 351 |
|
|
2021
Q2 | $150K | Buy |
+1,599
| New | +$150K | ﹤0.01% | 357 |
|
|
2021
Q1 | – | Sell |
-1,570
| Closed | -$147K | – | 379 |
|
|
2020
Q4 | $147K | Hold |
1,570
| – | – | ﹤0.01% | 305 |
|
|
2020
Q3 | $160K | Sell |
1,570
-20
| -1% | -$2.04K | ﹤0.01% | 279 |
|
|
2020
Q2 | $126K | Hold |
1,590
| – | – | ﹤0.01% | 282 |
|
|
2020
Q1 | $105K | Hold |
1,590
| – | – | ﹤0.01% | 290 |
|
|
2019
Q4 | $124K | Sell |
1,590
-1,075
| -40% | -$83.8K | ﹤0.01% | 322 |
|
|
2019
Q3 | $226K | Sell |
2,665
-530
| -17% | -$44.9K | ﹤0.01% | 254 |
|
|
2019
Q2 | $269K | Sell |
3,195
-135
| -4% | -$11.4K | ﹤0.01% | 235 |
|
|
2019
Q1 | $290K | Sell |
3,330
-2,750
| -45% | -$239K | ﹤0.01% | 228 |
|
|
2018
Q4 | $511K | Sell |
6,080
-241
| -4% | -$20.3K | 0.01% | 195 |
|
|
2018
Q3 | $619K | Hold |
6,321
| – | – | 0.01% | 191 |
|
|
2018
Q2 | $529K | Sell |
6,321
-470
| -7% | -$39.3K | 0.01% | 197 |
|
|
2018
Q1 | $636K | Sell |
6,791
-145
| -2% | -$13.6K | 0.01% | 191 |
|
|
2017
Q4 | $618K | Sell |
6,936
-40
| -0.6% | -$3.56K | 0.01% | 192 |
|
|
2017
Q3 | $531K | Sell |
6,976
-2,094
| -23% | -$159K | 0.01% | 193 |
|
|
2017
Q2 | $595K | Sell |
9,070
-1,451
| -14% | -$95.2K | 0.01% | 184 |
|
|
2017
Q1 | $813K | Sell |
10,521
-240
| -2% | -$18.5K | 0.02% | 165 |
|
|
2016
Q4 | $788K | Hold |
10,761
| – | – | 0.02% | 168 |
|
|
2016
Q3 | $758K | Sell |
10,761
-980
| -8% | -$69K | 0.02% | 165 |
|
|
2016
Q2 | $872K | Sell |
11,741
-275
| -2% | -$20.4K | 0.02% | 158 |
|
|
2016
Q1 | $892K | Sell |
12,016
-13,864
| -54% | -$1.03M | 0.02% | 154 |
|
|
2015
Q4 | $1.61M | Buy |
25,880
+20,395
| +372% | +$1.26M | 0.04% | 124 |
|
|
2015
Q3 | $342K | Hold |
5,485
| – | – | 0.01% | 229 |
|
|
2015
Q2 | $342K | Buy |
5,485
+285
| +5% | +$17.8K | 0.01% | 229 |
|
|
2015
Q1 | $381K | Buy |
+5,200
| New | +$381K | 0.01% | 231 |
|
|
2013
Q4 | – | Sell |
-55
| Closed | -$3K | – | 596 |
|
|
2013
Q3 | $3K | Sell |
55
-3,000
| -98% | -$164K | ﹤0.01% | 535 |
|
|
2013
Q2 | $172K | Buy |
+3,055
| New | +$172K | 0.01% | 265 |
|