LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Hold |
17,545
| – | – | ﹤0.01% | 286 |
|
|
2025
Q1 | $172K | Sell |
17,545
-2,270
| -11% | -$22.2K | ﹤0.01% | 282 |
|
|
2024
Q4 | $206K | Sell |
19,815
-1,000
| -5% | -$10.4K | ﹤0.01% | 280 |
|
|
2024
Q3 | $234K | Sell |
20,815
-1,890
| -8% | -$21.2K | ﹤0.01% | 269 |
|
|
2024
Q2 | $327K | Sell |
22,705
-679
| -3% | -$9.77K | ﹤0.01% | 230 |
|
|
2024
Q1 | $301K | Sell |
23,384
-1,078
| -4% | -$13.9K | ﹤0.01% | 233 |
|
|
2023
Q4 | $287K | Sell |
24,462
-2,630
| -10% | -$30.8K | ﹤0.01% | 243 |
|
|
2023
Q3 | $275K | Sell |
27,092
-8,680
| -24% | -$88K | ﹤0.01% | 249 |
|
|
2023
Q2 | $541K | Buy |
35,772
+1,340
| +4% | +$20.3K | 0.01% | 197 |
|
|
2023
Q1 | $434K | Buy |
34,432
+150
| +0.4% | +$1.89K | 0.01% | 209 |
|
|
2022
Q4 | $399K | Buy |
34,282
+8,290
| +32% | +$96.4K | ﹤0.01% | 218 |
|
|
2022
Q3 | $291K | Buy |
25,992
+540
| +2% | +$6.05K | ﹤0.01% | 252 |
|
|
2022
Q2 | $283K | Buy |
25,452
+6,175
| +32% | +$68.7K | ﹤0.01% | 254 |
|
|
2022
Q1 | $326K | Buy |
19,277
+13,313
| +223% | +$225K | ﹤0.01% | 245 |
|
|
2021
Q4 | $124K | Sell |
5,964
-590
| -9% | -$12.3K | ﹤0.01% | 364 |
|
|
2021
Q3 | $93K | Buy |
6,554
+855
| +15% | +$12.1K | ﹤0.01% | 396 |
|
|
2021
Q2 | $85K | Buy |
+5,699
| New | +$85K | ﹤0.01% | 416 |
|
|
2021
Q1 | – | Sell |
-3,270
| Closed | -$29K | – | 443 |
|
|
2020
Q4 | $29K | Buy |
3,270
+2,270
| +227% | +$20.1K | ﹤0.01% | 475 |
|
|
2020
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 526 |
|
|
2020
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 580 |
|
|
2019
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 584 |
|
|
2019
Q3 | $9K | Sell |
1,000
-122
| -11% | -$1.1K | ﹤0.01% | 573 |
|
|
2019
Q2 | $11K | Hold |
1,122
| – | – | ﹤0.01% | 554 |
|
|
2019
Q1 | $10K | Buy |
1,122
+122
| +12% | +$1.09K | ﹤0.01% | 556 |
|
|
2018
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 577 |
|
|
2018
Q3 | $9K | Sell |
1,000
-3,003
| -75% | -$27K | ﹤0.01% | 537 |
|
|
2018
Q2 | $44K | Sell |
4,003
-703
| -15% | -$7.73K | ﹤0.01% | 437 |
|
|
2018
Q1 | $52K | Hold |
4,706
| – | – | ﹤0.01% | 442 |
|
|
2017
Q4 | $59K | Sell |
4,706
-44
| -0.9% | -$552 | ﹤0.01% | 417 |
|
|
2017
Q3 | $57K | Buy |
4,750
+3,750
| +375% | +$45K | ﹤0.01% | 415 |
|
|
2017
Q2 | $11K | Sell |
1,000
-122
| -11% | -$1.34K | ﹤0.01% | 539 |
|
|
2017
Q1 | $13K | Hold |
1,122
| – | – | ﹤0.01% | 530 |
|
|
2016
Q4 | $14K | Hold |
1,122
| – | – | ﹤0.01% | 500 |
|
|
2016
Q3 | $14K | Sell |
1,122
-378
| -25% | -$4.72K | ﹤0.01% | 515 |
|
|
2016
Q2 | $19K | Buy |
1,500
+300
| +25% | +$3.8K | ﹤0.01% | 487 |
|
|
2016
Q1 | $16K | Hold |
1,200
| – | – | ﹤0.01% | 498 |
|
|
2015
Q4 | $17K | Sell |
1,200
-59,480
| -98% | -$843K | ﹤0.01% | 521 |
|
|
2015
Q3 | $911K | Hold |
60,680
| – | – | 0.02% | 159 |
|
|
2015
Q2 | $911K | Hold |
60,680
| – | – | 0.02% | 159 |
|
|
2015
Q1 | $979K | Sell |
60,680
-2,500
| -4% | -$40.3K | 0.02% | 158 |
|
|
2014
Q4 | $979K | Sell |
63,180
-14,520
| -19% | -$225K | 0.03% | 156 |
|
|
2014
Q3 | $1.15M | Sell |
77,700
-1,358
| -2% | -$20.1K | 0.03% | 142 |
|
|
2014
Q2 | $1.36M | Hold |
79,058
| – | – | 0.04% | 129 |
|
|
2014
Q1 | $1.23M | Buy |
79,058
+200
| +0.3% | +$3.12K | 0.03% | 135 |
|
|
2013
Q4 | $1.22M | Buy |
78,858
+4,858
| +7% | +$75K | 0.03% | 136 |
|
|
2013
Q3 | $1.25M | Sell |
74,000
-4,583
| -6% | -$77.3K | 0.04% | 133 |
|
|
2013
Q2 | $1.22M | Buy |
+78,583
| New | +$1.22M | 0.04% | 141 |
|