Loring Wolcott & Coolidge Fiduciary Advisors’s Forge Global Holdings FRGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68K | Buy |
+88
| New | +$1.68K | ﹤0.01% | 509 |
|
|
2025
Q1 | – | Sell |
-88
| Closed | -$980 | – | 566 |
|
|
2024
Q4 | $980 | Hold |
88
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $1.58K | Hold |
88
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $2.11K | Hold |
88
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $2.53K | Hold |
88
| – | – | ﹤0.01% | 548 |
|
|
2023
Q4 | $2.53K | Buy |
+88
| New | +$2.53K | ﹤0.01% | 535 |
|
|
2023
Q3 | – | Sell |
-264
| Closed | -$9.62K | – | 625 |
|
|
2023
Q2 | $9.62K | Buy |
+264
| New | +$9.62K | ﹤0.01% | 543 |
|
|
2022
Q4 | – | Sell |
-616
| Closed | -$16K | – | 588 |
|
|
2022
Q3 | $16K | Buy |
+616
| New | +$16K | ﹤0.01% | 499 |
|