LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7M | Sell |
318,101
-183
| -0.1% | -$49.9K | 0.77% | 35 |
|
|
2025
Q1 | $79.7M | Sell |
318,284
-1,056
| -0.3% | -$265K | 0.78% | 34 |
|
|
2024
Q4 | $111M | Sell |
319,340
-4,652
| -1% | -$1.61M | 0.95% | 31 |
|
|
2024
Q3 | $92.9M | Sell |
323,992
-125,851
| -28% | -$36.1M | 0.83% | 35 |
|
|
2024
Q2 | $115M | Sell |
449,843
-5,010
| -1% | -$1.28M | 1.06% | 28 |
|
|
2024
Q1 | $125M | Sell |
454,853
-15,000
| -3% | -$4.11M | 1.24% | 26 |
|
|
2023
Q4 | $132M | Sell |
469,853
-4,473
| -0.9% | -$1.26M | 1.31% | 25 |
|
|
2023
Q3 | $98.7M | Sell |
474,326
-26,326
| -5% | -$5.48M | 1.11% | 28 |
|
|
2023
Q2 | $106M | Sell |
500,652
-43,876
| -8% | -$9.27M | 1.13% | 28 |
|
|
2023
Q1 | $109M | Sell |
544,528
-20,855
| -4% | -$4.17M | 1.25% | 27 |
|
|
2022
Q4 | $75M | Sell |
565,383
-84,821
| -13% | -$11.2M | 0.93% | 29 |
|
|
2022
Q3 | $93.5M | Sell |
650,204
-38,067
| -6% | -$5.48M | 1.22% | 24 |
|
|
2022
Q2 | $114M | Sell |
688,271
-609
| -0.1% | -$101K | 1.4% | 24 |
|
|
2022
Q1 | $146M | Buy |
688,880
+5,155
| +0.8% | +$1.09M | 1.5% | 23 |
|
|
2021
Q4 | $174M | Buy |
683,725
+4,601
| +0.7% | +$1.17M | 1.59% | 22 |
|
|
2021
Q3 | $184M | Buy |
679,124
+6,168
| +0.9% | +$1.67M | 1.82% | 19 |
|
|
2021
Q2 | $164M | Buy |
672,956
+8,621
| +1% | +$2.11M | 1.66% | 19 |
|
|
2021
Q1 | $141M | Buy |
664,335
+13,743
| +2% | +$2.91M | 1.56% | 25 |
|
|
2020
Q4 | $145M | Sell |
650,592
-806
| -0.1% | -$179K | 1.62% | 22 |
|
|
2020
Q3 | $164M | Buy |
651,398
+19,191
| +3% | +$4.82M | 2.05% | 19 |
|
|
2020
Q2 | $118M | Buy |
632,207
+12,343
| +2% | +$2.31M | 1.63% | 20 |
|
|
2020
Q1 | $89.2M | Buy |
619,864
+45,897
| +8% | +$6.61M | 1.5% | 24 |
|
|
2019
Q4 | $93.4M | Buy |
573,967
+54,736
| +11% | +$8.9M | 1.26% | 27 |
|
|
2019
Q3 | $77.1M | Buy |
519,231
+123,548
| +31% | +$18.3M | 1.12% | 29 |
|
|
2019
Q2 | $60M | Buy |
395,683
+84,836
| +27% | +$12.9M | 0.87% | 35 |
|
|
2019
Q1 | $49.2M | Buy |
310,847
+22,270
| +8% | +$3.53M | 0.75% | 37 |
|
|
2018
Q4 | $39.5M | Buy |
288,577
+173,003
| +150% | +$23.7M | 0.72% | 39 |
|
|
2018
Q3 | $18.4M | Buy |
115,574
+103,521
| +859% | +$16.5M | 0.29% | 62 |
|
|
2018
Q2 | $1.64M | Buy |
12,053
+10,558
| +706% | +$1.44M | 0.03% | 134 |
|
|
2018
Q1 | $174K | Buy |
1,495
+120
| +9% | +$14K | ﹤0.01% | 293 |
|
|
2017
Q4 | $141K | Hold |
1,375
| – | – | ﹤0.01% | 321 |
|
|
2017
Q3 | $128K | Hold |
1,375
| – | – | ﹤0.01% | 327 |
|
|
2017
Q2 | $125K | Hold |
1,375
| – | – | ﹤0.01% | 328 |
|
|
2017
Q1 | $113K | Buy |
1,375
+140
| +11% | +$11.5K | ﹤0.01% | 335 |
|
|
2016
Q4 | $85K | Hold |
1,235
| – | – | ﹤0.01% | 350 |
|
|
2016
Q3 | $88K | Sell |
1,235
-606
| -33% | -$43.2K | ﹤0.01% | 346 |
|
|
2016
Q2 | $146K | Hold |
1,841
| – | – | ﹤0.01% | 289 |
|
|
2016
Q1 | $136K | Hold |
1,841
| – | – | ﹤0.01% | 287 |
|
|
2015
Q4 | $144K | Hold |
1,841
| – | – | ﹤0.01% | 300 |
|
|
2015
Q3 | $128K | Hold |
1,841
| – | – | ﹤0.01% | 328 |
|
|
2015
Q2 | $128K | Hold |
1,841
| – | – | ﹤0.01% | 328 |
|
|
2015
Q1 | $123K | Hold |
1,841
| – | – | ﹤0.01% | 342 |
|
|
2014
Q4 | $109K | Hold |
1,841
| – | – | ﹤0.01% | 348 |
|
|
2014
Q3 | $106K | Hold |
1,841
| – | – | ﹤0.01% | 337 |
|
|
2014
Q2 | $107K | Buy |
1,841
+90
| +5% | +$5.23K | ﹤0.01% | 349 |
|
|
2014
Q1 | $100K | Sell |
1,751
-1,465
| -46% | -$83.7K | ﹤0.01% | 345 |
|
|
2013
Q4 | $177K | Buy |
3,216
+2,056
| +177% | +$113K | ﹤0.01% | 270 |
|
|
2013
Q3 | $60K | Hold |
1,160
| – | – | ﹤0.01% | 357 |
|
|
2013
Q2 | $44K | Buy |
+1,160
| New | +$44K | ﹤0.01% | 400 |
|