LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
11,784
-50
| -0.4% | -$2.61K | 0.01% | 194 |
|
|
2025
Q1 | $794K | Sell |
11,834
-57
| -0.5% | -$3.82K | 0.01% | 172 |
|
|
2024
Q4 | $949K | Sell |
11,891
-4,882
| -29% | -$389K | 0.01% | 171 |
|
|
2024
Q3 | $1.26M | Sell |
16,773
-583
| -3% | -$43.7K | 0.01% | 152 |
|
|
2024
Q2 | $1.37M | Sell |
17,356
-200
| -1% | -$15.8K | 0.01% | 137 |
|
|
2024
Q1 | $1.41M | Hold |
17,556
| – | – | 0.01% | 128 |
|
|
2023
Q4 | $1.37M | Buy |
17,556
+264
| +2% | +$20.6K | 0.01% | 134 |
|
|
2023
Q3 | $1.13M | Buy |
17,292
+200
| +1% | +$13.1K | 0.01% | 141 |
|
|
2023
Q2 | $1.28M | Buy |
17,092
+1,285
| +8% | +$96.1K | 0.01% | 144 |
|
|
2023
Q1 | $1.08M | Buy |
15,807
+150
| +1% | +$10.2K | 0.01% | 147 |
|
|
2022
Q4 | $1.01M | Buy |
15,657
+1,137
| +8% | +$73.1K | 0.01% | 149 |
|
|
2022
Q3 | $847K | Sell |
14,520
-367
| -2% | -$21.4K | 0.01% | 156 |
|
|
2022
Q2 | $810K | Buy |
14,887
+66
| +0.4% | +$3.59K | 0.01% | 167 |
|
|
2022
Q1 | $903K | Sell |
14,821
-1,875
| -11% | -$114K | 0.01% | 168 |
|
|
2021
Q4 | $1.27M | Sell |
16,696
-4,803
| -22% | -$366K | 0.01% | 152 |
|
|
2021
Q3 | $1.52M | Sell |
21,499
-12,454
| -37% | -$879K | 0.02% | 139 |
|
|
2021
Q2 | $2.37M | Sell |
33,953
-57,157
| -63% | -$3.99M | 0.02% | 117 |
|
|
2021
Q1 | $6.44M | Sell |
91,110
-37,091
| -29% | -$2.62M | 0.07% | 78 |
|
|
2020
Q4 | $9.08M | Sell |
128,201
-24,249
| -16% | -$1.72M | 0.1% | 66 |
|
|
2020
Q3 | $11.6M | Sell |
152,450
-41,030
| -21% | -$3.13M | 0.15% | 62 |
|
|
2020
Q2 | $13.1M | Sell |
193,480
-55,103
| -22% | -$3.73M | 0.18% | 60 |
|
|
2020
Q1 | $13.7M | Sell |
248,583
-308,602
| -55% | -$17M | 0.23% | 59 |
|
|
2019
Q4 | $42.6M | Sell |
557,185
-497,302
| -47% | -$38M | 0.57% | 41 |
|
|
2019
Q3 | $72.3M | Sell |
1,054,487
-89,381
| -8% | -$6.13M | 1.05% | 30 |
|
|
2019
Q2 | $93.2M | Sell |
1,143,868
-31,876
| -3% | -$2.6M | 1.36% | 25 |
|
|
2019
Q1 | $98.6M | Sell |
1,175,744
-23,156
| -2% | -$1.94M | 1.5% | 23 |
|
|
2018
Q4 | $81.1M | Sell |
1,198,900
-4,210
| -0.3% | -$285K | 1.47% | 23 |
|
|
2018
Q3 | $101M | Sell |
1,203,110
-2,137
| -0.2% | -$180K | 1.6% | 22 |
|
|
2018
Q2 | $92.9M | Sell |
1,205,247
-3,150
| -0.3% | -$243K | 1.61% | 21 |
|
|
2018
Q1 | $93.7M | Buy |
1,208,397
+3,765
| +0.3% | +$292K | 1.7% | 21 |
|
|
2017
Q4 | $87.2M | Buy |
1,204,632
+8,171
| +0.7% | +$591K | 1.6% | 22 |
|
|
2017
Q3 | $84.7M | Buy |
1,196,461
+35,503
| +3% | +$2.51M | 1.64% | 21 |
|
|
2017
Q2 | $75.2M | Buy |
1,160,958
+183,797
| +19% | +$11.9M | 1.49% | 25 |
|
|
2017
Q1 | $58.8M | Buy |
977,161
+60,161
| +7% | +$3.62M | 1.23% | 27 |
|
|
2016
Q4 | $49.2M | Buy |
917,000
+89,845
| +11% | +$4.82M | 1.1% | 30 |
|
|
2016
Q3 | $42.1M | Buy |
+827,155
| New | +$42.1M | 0.96% | 35 |
|