Loring Wolcott & Coolidge Fiduciary Advisors’s GE Vernova GEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
2,398
-58
| -2% | -$30.7K | 0.01% | 144 |
|
|
2025
Q1 | $825K | Buy |
2,456
+116
| +5% | +$39K | 0.01% | 168 |
|
|
2024
Q4 | $772K | Sell |
2,340
-943
| -29% | -$311K | 0.01% | 183 |
|
|
2024
Q3 | $975K | Sell |
3,283
-272
| -8% | -$80.8K | 0.01% | 168 |
|
|
2024
Q2 | $650K | Buy |
3,555
+61
| +2% | +$11.1K | 0.01% | 186 |
|
|
2024
Q1 | $478K | Buy |
+3,494
| New | +$478K | ﹤0.01% | 196 |
|