LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Hold |
3,725
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $620K | Sell |
3,725
-28
| -0.7% | -$4.66K | 0.01% | 189 |
|
|
2024
Q4 | $735K | Hold |
3,753
| – | – | 0.01% | 189 |
|
|
2024
Q3 | $693K | Buy |
3,753
+28
| +0.8% | +$5.17K | 0.01% | 195 |
|
|
2024
Q2 | $713K | Hold |
3,725
| – | – | 0.01% | 178 |
|
|
2024
Q1 | $634K | Sell |
3,725
-217
| -6% | -$37K | 0.01% | 184 |
|
|
2023
Q4 | $590K | Sell |
3,942
-150
| -4% | -$22.5K | 0.01% | 190 |
|
|
2023
Q3 | $545K | Buy |
4,092
+217
| +6% | +$28.9K | 0.01% | 189 |
|
|
2023
Q2 | $572K | Buy |
3,875
+150
| +4% | +$22.1K | 0.01% | 192 |
|
|
2023
Q1 | $566K | Hold |
3,725
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $504K | Sell |
3,725
-1,840
| -33% | -$249K | 0.01% | 196 |
|
|
2022
Q3 | $649K | Hold |
5,565
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $675K | Hold |
5,565
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $873K | Sell |
5,565
-155
| -3% | -$24.3K | 0.01% | 171 |
|
|
2021
Q4 | $1.04M | Hold |
5,720
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $889K | Sell |
5,720
-4,823
| -46% | -$750K | 0.01% | 174 |
|
|
2021
Q2 | $1.59M | Buy |
10,543
+525
| +5% | +$79.1K | 0.02% | 145 |
|
|
2021
Q1 | $1.37M | Sell |
10,018
-732
| -7% | -$100K | 0.02% | 142 |
|
|
2020
Q4 | $1.36M | Hold |
10,750
| – | – | 0.02% | 136 |
|
|
2020
Q3 | $1.17M | Sell |
10,750
-600
| -5% | -$65K | 0.01% | 134 |
|
|
2020
Q2 | $1.1M | Sell |
11,350
-1,165
| -9% | -$112K | 0.02% | 131 |
|
|
2020
Q1 | $1.05M | Hold |
12,515
| – | – | 0.02% | 128 |
|
|
2019
Q4 | $1.44M | Buy |
12,515
+112
| +0.9% | +$12.9K | 0.02% | 132 |
|
|
2019
Q3 | $1.24M | Sell |
12,403
-2,078
| -14% | -$207K | 0.02% | 139 |
|
|
2019
Q2 | $1.45M | Sell |
14,481
-1,050
| -7% | -$105K | 0.02% | 133 |
|
|
2019
Q1 | $1.46M | Buy |
15,531
+43
| +0.3% | +$4.03K | 0.02% | 133 |
|
|
2018
Q4 | $1.1M | Hold |
15,488
| – | – | 0.02% | 141 |
|
|
2018
Q3 | $1.37M | Hold |
15,488
| – | – | 0.02% | 142 |
|
|
2018
Q2 | $1.13M | Sell |
15,488
-217
| -1% | -$15.9K | 0.02% | 155 |
|
|
2018
Q1 | $1.54M | Hold |
15,705
| – | – | 0.03% | 135 |
|
|
2017
Q4 | $1.59M | Hold |
15,705
| – | – | 0.03% | 138 |
|
|
2017
Q3 | $1.44M | Buy |
15,705
+488
| +3% | +$44.6K | 0.03% | 136 |
|
|
2017
Q2 | $1.28M | Hold |
15,217
| – | – | 0.03% | 140 |
|
|
2017
Q1 | $1.22M | Hold |
15,217
| – | – | 0.03% | 142 |
|
|
2016
Q4 | $1.14M | Hold |
15,217
| – | – | 0.03% | 142 |
|
|
2016
Q3 | $1.12M | Hold |
15,217
| – | – | 0.03% | 148 |
|
|
2016
Q2 | $1.06M | Hold |
15,217
| – | – | 0.02% | 147 |
|
|
2016
Q1 | $979K | Hold |
15,217
| – | – | 0.02% | 151 |
|
|
2015
Q4 | $933K | Buy |
15,217
+217
| +1% | +$13.3K | 0.02% | 159 |
|
|
2015
Q3 | $1.05M | Hold |
15,000
| – | – | 0.03% | 152 |
|
|
2015
Q2 | $1.05M | Hold |
15,000
| – | – | 0.03% | 152 |
|
|
2015
Q1 | $1.04M | Hold |
15,000
| – | – | 0.03% | 153 |
|
|
2014
Q4 | $1.08M | Hold |
15,000
| – | – | 0.03% | 150 |
|
|
2014
Q3 | $1.21M | Sell |
15,000
-3,766
| -20% | -$303K | 0.03% | 136 |
|
|
2014
Q2 | $1.71M | Hold |
18,766
| – | – | 0.05% | 117 |
|
|
2014
Q1 | $1.53M | Buy |
18,766
+1,449
| +8% | +$118K | 0.04% | 121 |
|
|
2013
Q4 | $1.67M | Hold |
17,317
| – | – | 0.05% | 118 |
|
|
2013
Q3 | $1.56M | Hold |
17,317
| – | – | 0.05% | 121 |
|
|
2013
Q2 | $1.35M | Buy |
+17,317
| New | +$1.35M | 0.04% | 134 |
|