LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Hold |
3,000
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $92.1K | Buy |
3,000
+500
| +20% | +$15.4K | ﹤0.01% | 337 |
|
|
2024
Q4 | $83.6K | Hold |
2,500
| – | – | ﹤0.01% | 359 |
|
|
2024
Q3 | $72.6K | Hold |
2,500
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $74K | Hold |
2,500
| – | – | ﹤0.01% | 361 |
|
|
2024
Q1 | $72.5K | Hold |
2,500
| – | – | ﹤0.01% | 363 |
|
|
2023
Q4 | $66.9K | Hold |
2,500
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $65.9K | Sell |
2,500
-66
| -3% | -$1.74K | ﹤0.01% | 398 |
|
|
2023
Q2 | $67.6K | Hold |
2,566
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $66.5K | Buy |
2,566
+66
| +3% | +$1.71K | ﹤0.01% | 380 |
|
|
2022
Q4 | $60.3K | Hold |
2,500
| – | – | ﹤0.01% | 383 |
|
|
2022
Q3 | $59K | Sell |
2,500
-800
| -24% | -$18.9K | ﹤0.01% | 392 |
|
|
2022
Q2 | $80K | Sell |
3,300
-1,150
| -26% | -$27.9K | ﹤0.01% | 380 |
|
|
2022
Q1 | $115K | Hold |
4,450
| – | – | ﹤0.01% | 361 |
|
|
2021
Q4 | $98K | Hold |
4,450
| – | – | ﹤0.01% | 386 |
|
|
2021
Q3 | $96K | Sell |
4,450
-3,840
| -46% | -$82.8K | ﹤0.01% | 389 |
|
|
2021
Q2 | $200K | Buy |
+8,290
| New | +$200K | ﹤0.01% | 319 |
|
|
2021
Q1 | – | Sell |
-5,790
| Closed | -$113K | – | 434 |
|
|
2020
Q4 | $113K | Hold |
5,790
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $91K | Hold |
5,790
| – | – | ﹤0.01% | 338 |
|
|
2020
Q2 | $105K | Hold |
5,790
| – | – | ﹤0.01% | 298 |
|
|
2020
Q1 | $83K | Sell |
5,790
-1,160
| -17% | -$16.6K | ﹤0.01% | 316 |
|
|
2019
Q4 | $196K | Hold |
6,950
| – | – | ﹤0.01% | 272 |
|
|
2019
Q3 | $199K | Hold |
6,950
| – | – | ﹤0.01% | 268 |
|
|
2019
Q2 | $201K | Buy |
6,950
+1,950
| +39% | +$56.4K | ﹤0.01% | 266 |
|
|
2019
Q1 | $146K | Hold |
5,000
| – | – | ﹤0.01% | 285 |
|
|
2018
Q4 | $123K | Hold |
5,000
| – | – | ﹤0.01% | 299 |
|
|
2018
Q3 | $144K | Hold |
5,000
| – | – | ﹤0.01% | 303 |
|
|
2018
Q2 | $138K | Hold |
5,000
| – | – | ﹤0.01% | 315 |
|
|
2018
Q1 | $122K | Hold |
5,000
| – | – | ﹤0.01% | 340 |
|
|
2017
Q4 | $133K | Sell |
5,000
-1,270
| -20% | -$33.8K | ﹤0.01% | 329 |
|
|
2017
Q3 | $163K | Buy |
6,270
+1,270
| +25% | +$33K | ﹤0.01% | 300 |
|
|
2017
Q2 | $136K | Hold |
5,000
| – | – | ﹤0.01% | 315 |
|
|
2017
Q1 | $138K | Hold |
5,000
| – | – | ﹤0.01% | 314 |
|
|
2016
Q4 | $135K | Hold |
5,000
| – | – | ﹤0.01% | 309 |
|
|
2016
Q3 | $138K | Hold |
5,000
| – | – | ﹤0.01% | 304 |
|
|
2016
Q2 | $146K | Hold |
5,000
| – | – | ﹤0.01% | 290 |
|
|
2016
Q1 | $123K | Hold |
5,000
| – | – | ﹤0.01% | 296 |
|
|
2015
Q4 | $128K | Buy |
5,000
+450
| +10% | +$11.5K | ﹤0.01% | 316 |
|
|
2015
Q3 | $136K | Hold |
4,550
| – | – | ﹤0.01% | 319 |
|
|
2015
Q2 | $136K | Sell |
4,550
-50
| -1% | -$1.5K | ﹤0.01% | 319 |
|
|
2015
Q1 | $151K | Sell |
4,600
-750
| -14% | -$24.6K | ﹤0.01% | 318 |
|
|
2014
Q4 | $193K | Buy |
5,350
+650
| +14% | +$23.4K | ﹤0.01% | 283 |
|
|
2014
Q3 | $189K | Buy |
4,700
+2,325
| +98% | +$93.5K | 0.01% | 276 |
|
|
2014
Q2 | $186K | Buy |
2,375
+815
| +52% | +$63.8K | 0.01% | 284 |
|
|
2014
Q1 | $108K | Hold |
1,560
| – | – | ﹤0.01% | 334 |
|
|
2013
Q4 | $103K | Sell |
1,560
-40
| -3% | -$2.64K | ﹤0.01% | 329 |
|
|
2013
Q3 | $98K | Hold |
1,600
| – | – | ﹤0.01% | 313 |
|
|
2013
Q2 | $99K | Buy |
+1,600
| New | +$99K | ﹤0.01% | 323 |
|