Loring Wolcott & Coolidge Fiduciary Advisors’s Forge Global Holdings FRGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43K | Hold |
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|
2025
Q2 | $1.68K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $980 | Hold |
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|
2024
Q3 | $1.58K | Hold |
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|
2024
Q2 | $2.11K | Hold |
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|
2024
Q1 | $2.53K | Hold |
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|
2023
Q4 | $2.53K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $9.62K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $16K | Buy |
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