LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Hold |
575
| – | – | ﹤0.01% | 297 |
|
|
2025
Q1 | $153K | Hold |
575
| – | – | ﹤0.01% | 295 |
|
|
2024
Q4 | $155K | Hold |
575
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $173K | Hold |
575
| – | – | ﹤0.01% | 292 |
|
|
2024
Q2 | $168K | Hold |
575
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $168K | Sell |
575
-18
| -3% | -$5.24K | ﹤0.01% | 289 |
|
|
2023
Q4 | $157K | Sell |
593
-18
| -3% | -$4.77K | ﹤0.01% | 299 |
|
|
2023
Q3 | $149K | Hold |
611
| – | – | ﹤0.01% | 313 |
|
|
2023
Q2 | $131K | Hold |
611
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $139K | Hold |
611
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $152K | Hold |
611
| – | – | ﹤0.01% | 299 |
|
|
2022
Q3 | $130K | Sell |
611
-5
| -0.8% | -$1.06K | ﹤0.01% | 321 |
|
|
2022
Q2 | $136K | Buy |
616
+41
| +7% | +$9.05K | ﹤0.01% | 329 |
|
|
2022
Q1 | $139K | Sell |
575
-45
| -7% | -$10.9K | ﹤0.01% | 342 |
|
|
2021
Q4 | $129K | Sell |
620
-7
| -1% | -$1.46K | ﹤0.01% | 357 |
|
|
2021
Q3 | $123K | Sell |
627
-10
| -2% | -$1.96K | ﹤0.01% | 367 |
|
|
2021
Q2 | $120K | Buy |
+637
| New | +$120K | ﹤0.01% | 378 |
|
|
2021
Q1 | – | Sell |
-612
| Closed | -$91K | – | 462 |
|
|
2020
Q4 | $91K | Buy |
612
+337
| +123% | +$50.1K | ﹤0.01% | 361 |
|
|
2020
Q3 | $38K | Sell |
275
-200
| -42% | -$27.6K | ﹤0.01% | 423 |
|
|
2020
Q2 | $71K | Hold |
475
| – | – | ﹤0.01% | 349 |
|
|
2020
Q1 | $63K | Hold |
475
| – | – | ﹤0.01% | 347 |
|
|
2019
Q4 | $84K | Hold |
475
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $87K | Hold |
475
| – | – | ﹤0.01% | 356 |
|
|
2019
Q2 | $86K | Sell |
475
-2
| -0.4% | -$362 | ﹤0.01% | 349 |
|
|
2019
Q1 | $81K | Hold |
477
| – | – | ﹤0.01% | 352 |
|
|
2018
Q4 | $75K | Hold |
477
| – | – | ﹤0.01% | 356 |
|
|
2018
Q3 | $98K | Hold |
477
| – | – | ﹤0.01% | 353 |
|
|
2018
Q2 | $89K | Hold |
477
| – | – | ﹤0.01% | 366 |
|
|
2018
Q1 | $105K | Hold |
477
| – | – | ﹤0.01% | 359 |
|
|
2017
Q4 | $97K | Hold |
477
| – | – | ﹤0.01% | 364 |
|
|
2017
Q3 | $98K | Buy |
477
+2
| +0.4% | +$411 | ﹤0.01% | 363 |
|
|
2017
Q2 | $93K | Hold |
475
| – | – | ﹤0.01% | 365 |
|
|
2017
Q1 | $89K | Buy |
475
+275
| +138% | +$51.5K | ﹤0.01% | 363 |
|
|
2016
Q4 | $35K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
|
2016
Q3 | $31K | Hold |
200
| – | – | ﹤0.01% | 443 |
|
|
2016
Q2 | $28K | Buy |
+200
| New | +$28K | ﹤0.01% | 455 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$69K | – | 627 |
|
|
2014
Q4 | $69K | Hold |
500
| – | – | ﹤0.01% | 393 |
|
|
2014
Q3 | $64K | Hold |
500
| – | – | ﹤0.01% | 382 |
|
|
2014
Q2 | $58K | Hold |
500
| – | – | ﹤0.01% | 419 |
|
|
2014
Q1 | $54K | Hold |
500
| – | – | ﹤0.01% | 407 |
|
|
2013
Q4 | $48K | Buy |
+500
| New | +$48K | ﹤0.01% | 394 |
|