LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
20,512
-1,278
| -6% | -$87.7K | 0.01% | 140 |
|
|
2025
Q1 | $1.37M | Sell |
21,790
-3,645
| -14% | -$230K | 0.01% | 140 |
|
|
2024
Q4 | $1.95M | Sell |
25,435
-395
| -2% | -$30.3K | 0.02% | 134 |
|
|
2024
Q3 | $2.18M | Sell |
25,830
-3,142
| -11% | -$265K | 0.02% | 132 |
|
|
2024
Q2 | $2.38M | Sell |
28,972
-625
| -2% | -$51.4K | 0.02% | 111 |
|
|
2024
Q1 | $2.19M | Sell |
29,597
-3,667
| -11% | -$271K | 0.02% | 112 |
|
|
2023
Q4 | $2.06M | Sell |
33,264
-340
| -1% | -$21K | 0.02% | 116 |
|
|
2023
Q3 | $2.29M | Sell |
33,604
-5,710
| -15% | -$389K | 0.03% | 108 |
|
|
2023
Q2 | $2.81M | Sell |
39,314
-1,068
| -3% | -$76.3K | 0.03% | 102 |
|
|
2023
Q1 | $2.9M | Sell |
40,382
-1,398
| -3% | -$100K | 0.03% | 99 |
|
|
2022
Q4 | $2.87M | Hold |
41,780
| – | – | 0.04% | 98 |
|
|
2022
Q3 | $2.11M | Sell |
41,780
-425
| -1% | -$21.4K | 0.03% | 107 |
|
|
2022
Q2 | $2.35M | Sell |
42,205
-4,990
| -11% | -$277K | 0.03% | 105 |
|
|
2022
Q1 | $3.47M | Sell |
47,195
-1,230
| -3% | -$90.5K | 0.04% | 100 |
|
|
2021
Q4 | $3.91M | Buy |
48,425
+11,380
| +31% | +$919K | 0.04% | 99 |
|
|
2021
Q3 | $2.52M | Sell |
37,045
-2,411
| -6% | -$164K | 0.02% | 110 |
|
|
2021
Q2 | $3.05M | Buy |
39,456
+24,788
| +169% | +$1.92M | 0.03% | 104 |
|
|
2021
Q1 | $1.13M | Sell |
14,668
-822
| -5% | -$63.6K | 0.01% | 151 |
|
|
2020
Q4 | $1.1M | Sell |
15,490
-887
| -5% | -$63K | 0.01% | 151 |
|
|
2020
Q3 | $909K | Sell |
16,377
-630
| -4% | -$35K | 0.01% | 149 |
|
|
2020
Q2 | $904K | Sell |
17,007
-4,561
| -21% | -$242K | 0.01% | 140 |
|
|
2020
Q1 | $735K | Sell |
21,568
-64
| -0.3% | -$2.18K | 0.01% | 144 |
|
|
2019
Q4 | $1.39M | Buy |
21,632
+1,127
| +5% | +$72.4K | 0.02% | 133 |
|
|
2019
Q3 | $1.46M | Sell |
20,505
-1,301
| -6% | -$92.8K | 0.02% | 132 |
|
|
2019
Q2 | $1.64M | Sell |
21,806
-44,671
| -67% | -$3.35M | 0.02% | 126 |
|
|
2019
Q1 | $3.54M | Sell |
66,477
-235
| -0.4% | -$12.5K | 0.05% | 99 |
|
|
2018
Q4 | $3.57M | Buy |
66,712
+420
| +0.6% | +$22.5K | 0.06% | 93 |
|
|
2018
Q3 | $4.26M | Sell |
66,292
-1,677
| -2% | -$108K | 0.07% | 94 |
|
|
2018
Q2 | $4.48M | Sell |
67,969
-918
| -1% | -$60.5K | 0.08% | 91 |
|
|
2018
Q1 | $4.39M | Sell |
68,887
-1,375
| -2% | -$87.6K | 0.08% | 96 |
|
|
2017
Q4 | $5M | Buy |
70,262
+455
| +0.7% | +$32.4K | 0.09% | 95 |
|
|
2017
Q3 | $4.83M | Buy |
69,807
+61,077
| +700% | +$4.23M | 0.09% | 94 |
|
|
2017
Q2 | $561K | Buy |
8,730
+136
| +2% | +$8.74K | 0.01% | 188 |
|
|
2017
Q1 | $546K | Hold |
8,594
| – | – | 0.01% | 189 |
|
|
2016
Q4 | $492K | Hold |
8,594
| – | – | 0.01% | 195 |
|
|
2016
Q3 | $445K | Buy |
8,594
+1,150
| +15% | +$59.5K | 0.01% | 194 |
|
|
2016
Q2 | $370K | Hold |
7,444
| – | – | 0.01% | 205 |
|
|
2016
Q1 | $379K | Hold |
7,444
| – | – | 0.01% | 198 |
|
|
2015
Q4 | $383K | Buy |
7,444
+720
| +11% | +$37K | 0.01% | 218 |
|
|
2015
Q3 | $344K | Hold |
6,724
| – | – | 0.01% | 228 |
|
|
2015
Q2 | $344K | Hold |
6,724
| – | – | 0.01% | 228 |
|
|
2015
Q1 | $323K | Buy |
6,724
+100
| +2% | +$4.8K | 0.01% | 244 |
|
|
2014
Q4 | $302K | Hold |
6,624
| – | – | 0.01% | 240 |
|
|
2014
Q3 | $347K | Buy |
6,624
+2,550
| +63% | +$134K | 0.01% | 216 |
|
|
2014
Q2 | $210K | Sell |
4,074
-556
| -12% | -$28.7K | 0.01% | 270 |
|
|
2014
Q1 | $225K | Buy |
4,630
+556
| +14% | +$27K | 0.01% | 255 |
|
|
2013
Q4 | $181K | Hold |
4,074
| – | – | 0.01% | 267 |
|
|
2013
Q3 | $156K | Sell |
4,074
-300
| -7% | -$11.5K | ﹤0.01% | 264 |
|
|
2013
Q2 | $141K | Buy |
+4,374
| New | +$141K | ﹤0.01% | 288 |
|