LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Sell |
43,126
-128
| -0.3% | -$57.3K | 0.17% | 60 |
|
|
2025
Q1 | $18.4M | Sell |
43,254
-932
| -2% | -$397K | 0.18% | 60 |
|
|
2024
Q4 | $21M | Sell |
44,186
-677
| -2% | -$322K | 0.18% | 59 |
|
|
2024
Q3 | $20.5M | Sell |
44,863
-1,086
| -2% | -$496K | 0.18% | 60 |
|
|
2024
Q2 | $20.3M | Buy |
45,949
+1,389
| +3% | +$614K | 0.19% | 60 |
|
|
2024
Q1 | $19.5M | Buy |
44,560
+1,204
| +3% | +$528K | 0.19% | 59 |
|
|
2023
Q4 | $20.6M | Buy |
43,356
+1,681
| +4% | +$800K | 0.2% | 62 |
|
|
2023
Q3 | $18.4M | Buy |
41,675
+37,170
| +825% | +$16.4M | 0.21% | 61 |
|
|
2023
Q2 | $1.8M | Hold |
4,505
| – | – | 0.02% | 119 |
|
|
2023
Q1 | $1.87M | Sell |
4,505
-15
| -0.3% | -$6.23K | 0.02% | 115 |
|
|
2022
Q4 | $1.81M | Sell |
4,520
-15
| -0.3% | -$6.02K | 0.02% | 114 |
|
|
2022
Q3 | $1.81M | Hold |
4,535
| – | – | 0.02% | 112 |
|
|
2022
Q2 | $1.74M | Hold |
4,535
| – | – | 0.02% | 120 |
|
|
2022
Q1 | $1.97M | Sell |
4,535
-155
| -3% | -$67.3K | 0.02% | 124 |
|
|
2021
Q4 | $2.28M | Sell |
4,690
-165
| -3% | -$80.2K | 0.02% | 118 |
|
|
2021
Q3 | $1.92M | Sell |
4,855
-6
| -0.1% | -$2.37K | 0.02% | 125 |
|
|
2021
Q2 | $1.63M | Sell |
4,861
-6
| -0.1% | -$2.01K | 0.02% | 141 |
|
|
2021
Q1 | $1.5M | Buy |
4,867
+12
| +0.2% | +$3.7K | 0.02% | 138 |
|
|
2020
Q4 | $1.61M | Hold |
4,855
| – | – | 0.02% | 129 |
|
|
2020
Q3 | $1.63M | Hold |
4,855
| – | – | 0.02% | 119 |
|
|
2020
Q2 | $1.6M | Hold |
4,855
| – | – | 0.02% | 119 |
|
|
2020
Q1 | $1.27M | Hold |
4,855
| – | – | 0.02% | 121 |
|
|
2019
Q4 | $1.3M | Hold |
4,855
| – | – | 0.02% | 137 |
|
|
2019
Q3 | $1.18M | Sell |
4,855
-20
| -0.4% | -$4.86K | 0.02% | 141 |
|
|
2019
Q2 | $1.4M | Hold |
4,875
| – | – | 0.02% | 134 |
|
|
2019
Q1 | $1.21M | Hold |
4,875
| – | – | 0.02% | 143 |
|
|
2018
Q4 | $976K | Buy |
4,875
+130
| +3% | +$26K | 0.02% | 149 |
|
|
2018
Q3 | $1.06M | Buy |
4,745
+140
| +3% | +$31.3K | 0.02% | 156 |
|
|
2018
Q2 | $912K | Hold |
4,605
| – | – | 0.02% | 164 |
|
|
2018
Q1 | $918K | Buy |
4,605
+590
| +15% | +$118K | 0.02% | 168 |
|
|
2017
Q4 | $774K | Buy |
4,015
+25
| +0.6% | +$4.82K | 0.01% | 180 |
|
|
2017
Q3 | $719K | Hold |
3,990
| – | – | 0.01% | 179 |
|
|
2017
Q2 | $667K | Hold |
3,990
| – | – | 0.01% | 173 |
|
|
2017
Q1 | $658K | Sell |
3,990
-995
| -20% | -$164K | 0.01% | 179 |
|
|
2016
Q4 | $815K | Sell |
4,985
-310
| -6% | -$50.7K | 0.02% | 166 |
|
|
2016
Q3 | $858K | Sell |
5,295
-116,870
| -96% | -$18.9M | 0.02% | 157 |
|
|
2016
Q2 | $19.7M | Buy |
122,165
+9,780
| +9% | +$1.58M | 0.45% | 49 |
|
|
2016
Q1 | $17M | Sell |
112,385
-360
| -0.3% | -$54.6K | 0.4% | 52 |
|
|
2015
Q4 | $18.3M | Sell |
112,745
-4,115
| -4% | -$669K | 0.45% | 46 |
|
|
2015
Q3 | $19M | Hold |
116,860
| – | – | 0.48% | 48 |
|
|
2015
Q2 | $19M | Sell |
116,860
-2,670
| -2% | -$434K | 0.48% | 48 |
|
|
2015
Q1 | $19M | Sell |
119,530
-5,011
| -4% | -$798K | 0.48% | 50 |
|
|
2014
Q4 | $17.5M | Sell |
124,541
-3,365
| -3% | -$474K | 0.45% | 52 |
|
|
2014
Q3 | $15.5M | Sell |
127,906
-22,053
| -15% | -$2.68M | 0.42% | 54 |
|
|
2014
Q2 | $18M | Sell |
149,959
-6,140
| -4% | -$739K | 0.49% | 52 |
|
|
2014
Q1 | $16.8M | Sell |
156,099
-870
| -0.6% | -$93.8K | 0.46% | 52 |
|
|
2013
Q4 | $17M | Sell |
156,969
-176
| -0.1% | -$19.1K | 0.47% | 52 |
|
|
2013
Q3 | $17.1M | Buy |
157,145
+1,605
| +1% | +$175K | 0.52% | 50 |
|
|
2013
Q2 | $15.9M | Buy |
+155,540
| New | +$15.9M | 0.5% | 55 |
|