LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.6K | Buy |
+966
| New | +$78.6K | ﹤0.01% | 363 |
|
|
2025
Q1 | – | Sell |
-87
| Closed | -$7.06K | – | 565 |
|
|
2024
Q4 | $7.06K | Hold |
87
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $7.86K | Sell |
87
-11
| -11% | -$994 | ﹤0.01% | 506 |
|
|
2024
Q2 | $7.54K | Buy |
98
+11
| +13% | +$846 | ﹤0.01% | 503 |
|
|
2024
Q1 | $6.2K | Buy |
+87
| New | +$6.2K | ﹤0.01% | 518 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$380 | – | 644 |
|
|
2023
Q1 | $380 | Sell |
7
-16
| -70% | -$869 | ﹤0.01% | 586 |
|
|
2022
Q4 | $1.56K | Hold |
23
| – | – | ﹤0.01% | 556 |
|
|
2022
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 582 |
|
|
2022
Q2 | $2K | Buy |
23
+7
| +44% | +$609 | ﹤0.01% | 610 |
|
|
2022
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 616 |
|
|
2021
Q4 | $2K | Sell |
16
-32
| -67% | -$4K | ﹤0.01% | 694 |
|
|
2021
Q3 | $6K | Sell |
48
-1,700
| -97% | -$213K | ﹤0.01% | 644 |
|
|
2021
Q2 | $248K | Buy |
1,748
+63
| +4% | +$8.94K | ﹤0.01% | 292 |
|
|
2021
Q1 | $237K | Sell |
1,685
-442
| -21% | -$62.2K | ﹤0.01% | 275 |
|
|
2020
Q4 | $301K | Hold |
2,127
| – | – | ﹤0.01% | 250 |
|
|
2020
Q3 | $313K | Hold |
2,127
| – | – | ﹤0.01% | 227 |
|
|
2020
Q2 | $285K | Sell |
2,127
-2,786
| -57% | -$373K | ﹤0.01% | 222 |
|
|
2020
Q1 | $598K | Sell |
4,913
-53
| -1% | -$6.45K | 0.01% | 164 |
|
|
2019
Q4 | $691K | Hold |
4,966
| – | – | 0.01% | 178 |
|
|
2019
Q3 | $659K | Buy |
4,966
+4,832
| +3,606% | +$641K | 0.01% | 182 |
|
|
2019
Q2 | $16K | Buy |
134
+81
| +153% | +$9.67K | ﹤0.01% | 524 |
|
|
2019
Q1 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 582 |
|
|
2018
Q1 | – | Sell |
-99
| Closed | -$9K | – | 751 |
|
|
2017
Q4 | $9K | Hold |
99
| – | – | ﹤0.01% | 576 |
|
|
2017
Q3 | $9K | Hold |
99
| – | – | ﹤0.01% | 566 |
|
|
2017
Q2 | $9K | Buy |
+99
| New | +$9K | ﹤0.01% | 555 |
|