LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Hold |
926
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $21.9K | Hold |
926
| – | – | ﹤0.01% | 438 |
|
|
2024
Q4 | $22.8K | Hold |
926
| – | – | ﹤0.01% | 445 |
|
|
2024
Q3 | $19.8K | Hold |
926
| – | – | ﹤0.01% | 460 |
|
|
2024
Q2 | $18.3K | Hold |
926
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $19K | Hold |
926
| – | – | ﹤0.01% | 462 |
|
|
2023
Q4 | $17.9K | Hold |
926
| – | – | ﹤0.01% | 467 |
|
|
2023
Q3 | $16K | Hold |
926
| – | – | ﹤0.01% | 498 |
|
|
2023
Q2 | $22.2K | Hold |
926
| – | – | ﹤0.01% | 494 |
|
|
2023
Q1 | $19.7K | Hold |
926
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $15.1K | Hold |
926
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $13K | Hold |
926
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $23K | Hold |
926
| – | – | ﹤0.01% | 493 |
|
|
2022
Q1 | $31K | Hold |
926
| – | – | ﹤0.01% | 480 |
|
|
2021
Q4 | $30K | Hold |
926
| – | – | ﹤0.01% | 504 |
|
|
2021
Q3 | $32K | Sell |
926
-40
| -4% | -$1.38K | ﹤0.01% | 491 |
|
|
2021
Q2 | $40K | Buy |
+966
| New | +$40K | ﹤0.01% | 490 |
|
|
2021
Q1 | – | Sell |
-926
| Closed | -$38K | – | 452 |
|
|
2020
Q4 | $38K | Hold |
926
| – | – | ﹤0.01% | 451 |
|
|
2020
Q3 | $39K | Hold |
926
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $40K | Hold |
926
| – | – | ﹤0.01% | 396 |
|
|
2020
Q1 | $30K | Hold |
926
| – | – | ﹤0.01% | 420 |
|
|
2019
Q4 | $34K | Hold |
926
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $31K | Hold |
926
| – | – | ﹤0.01% | 468 |
|
|
2019
Q2 | $36K | Hold |
926
| – | – | ﹤0.01% | 435 |
|
|
2019
Q1 | $38K | Hold |
926
| – | – | ﹤0.01% | 427 |
|
|
2018
Q4 | $30K | Hold |
926
| – | – | ﹤0.01% | 462 |
|
|
2018
Q3 | $48K | Hold |
926
| – | – | ﹤0.01% | 427 |
|
|
2018
Q2 | $47K | Hold |
926
| – | – | ﹤0.01% | 428 |
|
|
2018
Q1 | $47K | Hold |
926
| – | – | ﹤0.01% | 449 |
|
|
2017
Q4 | $49K | Hold |
926
| – | – | ﹤0.01% | 437 |
|
|
2017
Q3 | $45K | Hold |
926
| – | – | ﹤0.01% | 433 |
|
|
2017
Q2 | $44K | Hold |
926
| – | – | ﹤0.01% | 428 |
|
|
2017
Q1 | $39K | Hold |
926
| – | – | ﹤0.01% | 435 |
|
|
2016
Q4 | $39K | Hold |
926
| – | – | ﹤0.01% | 414 |
|
|
2016
Q3 | $41K | Hold |
926
| – | – | ﹤0.01% | 412 |
|
|
2016
Q2 | $40K | Hold |
926
| – | – | ﹤0.01% | 412 |
|
|
2016
Q1 | $41K | Hold |
926
| – | – | ﹤0.01% | 418 |
|
|
2015
Q4 | $39K | Hold |
926
| – | – | ﹤0.01% | 449 |
|
|
2015
Q3 | $39K | Hold |
926
| – | – | ﹤0.01% | 442 |
|
|
2015
Q2 | $39K | Hold |
926
| – | – | ﹤0.01% | 442 |
|
|
2015
Q1 | $38K | Hold |
926
| – | – | ﹤0.01% | 461 |
|
|
2014
Q4 | $34K | Hold |
926
| – | – | ﹤0.01% | 470 |
|
|
2014
Q3 | $32K | Hold |
926
| – | – | ﹤0.01% | 451 |
|
|
2014
Q2 | $31K | Hold |
926
| – | – | ﹤0.01% | 478 |
|
|
2014
Q1 | $32K | Hold |
926
| – | – | ﹤0.01% | 451 |
|
|
2013
Q4 | $33K | Hold |
926
| – | – | ﹤0.01% | 429 |
|
|
2013
Q3 | $30K | Hold |
926
| – | – | ﹤0.01% | 407 |
|
|
2013
Q2 | $33K | Buy |
+926
| New | +$33K | ﹤0.01% | 432 |
|