LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Hold |
9,533
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $609K | Hold |
9,533
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $681K | Hold |
9,533
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $708K | Hold |
9,533
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $714K | Hold |
9,533
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $687K | Hold |
9,533
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $616K | Hold |
9,533
| – | – | 0.01% | 188 |
|
|
2023
Q3 | $562K | Hold |
9,533
| – | – | 0.01% | 185 |
|
|
2023
Q2 | $596K | Hold |
9,533
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $623K | Sell |
9,533
-1,560
| -14% | -$102K | 0.01% | 181 |
|
|
2022
Q4 | $653K | Hold |
11,093
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $544K | Hold |
11,093
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $534K | Buy |
11,093
+1,560
| +16% | +$75.1K | 0.01% | 199 |
|
|
2022
Q1 | $495K | Hold |
9,533
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $565K | Hold |
9,533
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $547K | Hold |
9,533
| – | – | 0.01% | 216 |
|
|
2021
Q2 | $606K | Hold |
9,533
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $554K | Hold |
9,533
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $533K | Hold |
9,533
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $443K | Hold |
9,533
| – | – | 0.01% | 203 |
|
|
2020
Q2 | $443K | Hold |
9,533
| – | – | 0.01% | 188 |
|
|
2020
Q1 | $368K | Sell |
9,533
-1,640
| -15% | -$63.3K | 0.01% | 192 |
|
|
2019
Q4 | $644K | Buy |
11,173
+1,640
| +17% | +$94.5K | 0.01% | 182 |
|
|
2019
Q3 | $496K | Hold |
9,533
| – | – | 0.01% | 197 |
|
|
2019
Q2 | $485K | Hold |
9,533
| – | – | 0.01% | 197 |
|
|
2019
Q1 | $477K | Hold |
9,533
| – | – | 0.01% | 194 |
|
|
2018
Q4 | $414K | Hold |
9,533
| – | – | 0.01% | 207 |
|
|
2018
Q3 | $555K | Hold |
9,533
| – | – | 0.01% | 199 |
|
|
2018
Q2 | $430K | Hold |
9,533
| – | – | 0.01% | 212 |
|
|
2018
Q1 | $429K | Hold |
9,533
| – | – | 0.01% | 211 |
|
|
2017
Q4 | $467K | Hold |
9,533
| – | – | 0.01% | 204 |
|
|
2017
Q3 | $438K | Hold |
9,533
| – | – | 0.01% | 206 |
|
|
2017
Q2 | $453K | Hold |
9,533
| – | – | 0.01% | 198 |
|
|
2017
Q1 | $434K | Hold |
9,533
| – | – | 0.01% | 198 |
|
|
2016
Q4 | $401K | Hold |
9,533
| – | – | 0.01% | 201 |
|
|
2016
Q3 | $356K | Hold |
9,533
| – | – | 0.01% | 213 |
|
|
2016
Q2 | $328K | Hold |
9,533
| – | – | 0.01% | 215 |
|
|
2016
Q1 | $304K | Sell |
9,533
-10,000
| -51% | -$319K | 0.01% | 216 |
|
|
2015
Q4 | $560K | Hold |
19,533
| – | – | 0.01% | 189 |
|
|
2015
Q3 | $699K | Hold |
19,533
| – | – | 0.02% | 175 |
|
|
2015
Q2 | $699K | Hold |
19,533
| – | – | 0.02% | 175 |
|
|
2015
Q1 | $737K | Buy |
19,533
+10,000
| +105% | +$377K | 0.02% | 173 |
|
|
2014
Q4 | $368K | Hold |
9,533
| – | – | 0.01% | 224 |
|
|
2014
Q3 | $387K | Hold |
9,533
| – | – | 0.01% | 209 |
|
|
2014
Q2 | $403K | Hold |
9,533
| – | – | 0.01% | 209 |
|
|
2014
Q1 | $404K | Hold |
9,533
| – | – | 0.01% | 206 |
|
|
2013
Q4 | $414K | Hold |
9,533
| – | – | 0.01% | 200 |
|
|
2013
Q3 | $363K | Sell |
9,533
-4,625
| -33% | -$176K | 0.01% | 204 |
|
|
2013
Q2 | $505K | Buy |
+14,158
| New | +$505K | 0.02% | 191 |
|