LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-990
| Closed | -$41.4K | – | 563 |
|
|
2024
Q4 | $41.4K | Hold |
990
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $47.5K | Hold |
990
| – | – | ﹤0.01% | 388 |
|
|
2024
Q2 | $62.1K | Sell |
990
-45
| -4% | -$2.82K | ﹤0.01% | 373 |
|
|
2024
Q1 | $57.6K | Hold |
1,035
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $65.2K | Hold |
1,035
| – | – | ﹤0.01% | 381 |
|
|
2023
Q3 | $47.8K | Buy |
1,035
+600
| +138% | +$27.7K | ﹤0.01% | 424 |
|
|
2023
Q2 | $24.4K | Sell |
435
-200
| -31% | -$11.2K | ﹤0.01% | 486 |
|
|
2023
Q1 | $28.7K | Hold |
635
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $25.8K | Hold |
635
| – | – | ﹤0.01% | 448 |
|
|
2022
Q3 | $41K | Hold |
635
| – | – | ﹤0.01% | 437 |
|
|
2022
Q2 | $39K | Buy |
635
+390
| +159% | +$24K | ﹤0.01% | 458 |
|
|
2022
Q1 | $15K | Hold |
245
| – | – | ﹤0.01% | 530 |
|
|
2021
Q4 | $19K | Buy |
245
+200
| +444% | +$15.5K | ﹤0.01% | 538 |
|
|
2021
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 654 |
|
|
2021
Q2 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 692 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 392 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 776 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$17K | – | 708 |
|
|
2018
Q4 | $17K | Hold |
600
| – | – | ﹤0.01% | 535 |
|
|
2018
Q3 | $27K | Hold |
600
| – | – | ﹤0.01% | 471 |
|
|
2018
Q2 | $35K | Hold |
600
| – | – | ﹤0.01% | 463 |
|
|
2018
Q1 | $27K | Hold |
600
| – | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $14K | Hold |
600
| – | – | ﹤0.01% | 541 |
|
|
2017
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 552 |
|
|
2017
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 546 |
|
|
2017
Q1 | $13K | Hold |
600
| – | – | ﹤0.01% | 529 |
|
|
2016
Q4 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 515 |
|