LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Coupang CPNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Hold |
5,000
| – | – | ﹤0.01% | 312 |
|
|
2025
Q1 | $113K | Sell |
5,000
-6,835
| -58% | -$154K | ﹤0.01% | 321 |
|
|
2024
Q4 | $269K | Hold |
11,835
| – | – | ﹤0.01% | 253 |
|
|
2024
Q3 | $303K | Hold |
11,835
| – | – | ﹤0.01% | 237 |
|
|
2024
Q2 | $252K | Hold |
11,835
| – | – | ﹤0.01% | 249 |
|
|
2024
Q1 | $266K | Sell |
11,835
-2,665
| -18% | -$59.9K | ﹤0.01% | 248 |
|
|
2023
Q4 | $203K | Hold |
14,500
| – | – | ﹤0.01% | 279 |
|
|
2023
Q3 | $239K | Sell |
14,500
-3,438
| -19% | -$56.7K | ﹤0.01% | 262 |
|
|
2023
Q2 | $312K | Hold |
17,938
| – | – | ﹤0.01% | 243 |
|
|
2023
Q1 | $287K | Hold |
17,938
| – | – | ﹤0.01% | 243 |
|
|
2022
Q4 | $264K | Hold |
17,938
| – | – | ﹤0.01% | 254 |
|
|
2022
Q3 | $299K | Hold |
17,938
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $229K | Hold |
17,938
| – | – | ﹤0.01% | 269 |
|
|
2022
Q1 | $317K | Hold |
17,938
| – | – | ﹤0.01% | 247 |
|
|
2021
Q4 | $527K | Buy |
+17,938
| New | +$527K | ﹤0.01% | 219 |
|