LWCFA
EVBG

Loring Wolcott & Coolidge Fiduciary Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,000
Closed -$174K 589
2024
Q1
$174K Hold
5,000
﹤0.01% 284
2023
Q4
$112K Hold
5,000
﹤0.01% 337
2023
Q3
$104K Sell
5,000
-720
-13% -$15K ﹤0.01% 352
2023
Q2
$154K Hold
5,720
﹤0.01% 317
2023
Q1
$198K Sell
5,720
-7,110
-55% -$247K ﹤0.01% 280
2022
Q4
$380K Hold
12,830
﹤0.01% 224
2022
Q3
$396K Hold
12,830
0.01% 216
2022
Q2
$358K Hold
12,830
﹤0.01% 235
2022
Q1
$560K Sell
12,830
-685
-5% -$29.9K 0.01% 202
2021
Q4
$910K Sell
13,515
-640
-5% -$43.1K 0.01% 186
2021
Q3
$2.14M Sell
14,155
-1,568
-10% -$237K 0.02% 120
2021
Q2
$2.14M Sell
15,723
-477
-3% -$64.9K 0.02% 123
2021
Q1
$1.96M Sell
16,200
-67
-0.4% -$8.12K 0.02% 120
2020
Q4
$2.43M Sell
16,267
-1,435
-8% -$214K 0.03% 107
2020
Q3
$2.23M Hold
17,702
0.03% 108
2020
Q2
$2.45M Sell
17,702
-7,620
-30% -$1.05M 0.03% 102
2020
Q1
$2.69M Sell
25,322
-2,505
-9% -$266K 0.05% 91
2019
Q4
$2.17M Sell
27,827
-989
-3% -$77.2K 0.03% 114
2019
Q3
$1.78M Sell
28,816
-8
-0% -$494 0.03% 121
2019
Q2
$2.58M Sell
28,824
-2,584
-8% -$231K 0.04% 107
2019
Q1
$2.36M Sell
31,408
-6,252
-17% -$469K 0.04% 111
2018
Q4
$2.14M Sell
37,660
-458
-1% -$26K 0.04% 110
2018
Q3
$2.2M Buy
38,118
+15,755
+70% +$908K 0.03% 120
2018
Q2
$1.06M Sell
22,363
-4,937
-18% -$234K 0.02% 156
2018
Q1
$999K Buy
27,300
+5,113
+23% +$187K 0.02% 162
2017
Q4
$659K Buy
22,187
+9,739
+78% +$289K 0.01% 189
2017
Q3
$329K Buy
+12,448
New +$329K 0.01% 234