LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
14,478
| – | – | ﹤0.01% | 228 |
|
|
2025
Q1 | $420K | Sell |
14,478
-3,846
| -21% | -$112K | ﹤0.01% | 223 |
|
|
2024
Q4 | $768K | Sell |
18,324
-1,319
| -7% | -$55.3K | 0.01% | 184 |
|
|
2024
Q3 | $1M | Sell |
19,643
-5,452
| -22% | -$278K | 0.01% | 163 |
|
|
2024
Q2 | $1.37M | Sell |
25,095
-1,700
| -6% | -$93K | 0.01% | 136 |
|
|
2024
Q1 | $1.53M | Sell |
26,795
-5,505
| -17% | -$314K | 0.02% | 123 |
|
|
2023
Q4 | $1.73M | Hold |
32,300
| – | – | 0.02% | 123 |
|
|
2023
Q3 | $1.58M | Sell |
32,300
-5,774
| -15% | -$283K | 0.02% | 124 |
|
|
2023
Q2 | $2.03M | Sell |
38,074
-1,396
| -4% | -$74.4K | 0.02% | 114 |
|
|
2023
Q1 | $2.16M | Sell |
39,470
-9
| -0% | -$493 | 0.02% | 111 |
|
|
2022
Q4 | $1.99M | Hold |
39,479
| – | – | 0.02% | 109 |
|
|
2022
Q3 | $1.73M | Sell |
39,479
-385
| -1% | -$16.9K | 0.02% | 113 |
|
|
2022
Q2 | $2.06M | Sell |
39,864
-5,975
| -13% | -$308K | 0.03% | 111 |
|
|
2022
Q1 | $2.92M | Sell |
45,839
-3,305
| -7% | -$211K | 0.03% | 106 |
|
|
2021
Q4 | $2.79M | Buy |
49,144
+9,610
| +24% | +$545K | 0.03% | 108 |
|
|
2021
Q3 | $2.28M | Sell |
39,534
-13
| -0% | -$748 | 0.02% | 115 |
|
|
2021
Q2 | $2.5M | Buy |
39,547
+24,788
| +168% | +$1.57M | 0.03% | 114 |
|
|
2021
Q1 | $944K | Buy |
14,759
+119
| +0.8% | +$7.61K | 0.01% | 163 |
|
|
2020
Q4 | $813K | Sell |
14,640
-546
| -4% | -$30.3K | 0.01% | 171 |
|
|
2020
Q3 | $715K | Sell |
15,186
-525
| -3% | -$24.7K | 0.01% | 166 |
|
|
2020
Q2 | $640K | Sell |
15,711
-4,561
| -22% | -$186K | 0.01% | 164 |
|
|
2020
Q1 | $593K | Sell |
20,272
-440
| -2% | -$12.9K | 0.01% | 165 |
|
|
2019
Q4 | $1.13M | Buy |
20,712
+739
| +4% | +$40.5K | 0.02% | 145 |
|
|
2019
Q3 | $952K | Sell |
19,973
-1,119
| -5% | -$53.3K | 0.01% | 160 |
|
|
2019
Q2 | $1.04M | Buy |
+21,092
| New | +$1.04M | 0.02% | 151 |
|