LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
9,080
-418
| -4% | -$59.9K | 0.01% | 142 |
|
|
2025
Q1 | $1.05M | Hold |
9,498
| – | – | 0.01% | 154 |
|
|
2024
Q4 | $1.48M | Sell |
9,498
-50
| -0.5% | -$7.77K | 0.01% | 145 |
|
|
2024
Q3 | $1.59M | Sell |
9,548
-100
| -1% | -$16.6K | 0.01% | 139 |
|
|
2024
Q2 | $1.54M | Buy |
9,648
+1,019
| +12% | +$162K | 0.01% | 127 |
|
|
2024
Q1 | $1.16M | Sell |
8,629
-10,513
| -55% | -$1.41M | 0.01% | 137 |
|
|
2023
Q4 | $2.18M | Sell |
19,142
-10,469
| -35% | -$1.19M | 0.02% | 112 |
|
|
2023
Q3 | $2.94M | Sell |
29,611
-4,140
| -12% | -$411K | 0.03% | 98 |
|
|
2023
Q2 | $5.03M | Sell |
33,751
-10,836
| -24% | -$1.62M | 0.05% | 82 |
|
|
2023
Q1 | $4.82M | Buy |
44,587
+4,671
| +12% | +$505K | 0.06% | 83 |
|
|
2022
Q4 | $4.02M | Sell |
39,916
-60,994
| -60% | -$6.14M | 0.05% | 89 |
|
|
2022
Q3 | $18M | Buy |
100,910
+7,463
| +8% | +$1.33M | 0.23% | 58 |
|
|
2022
Q2 | $19.7M | Buy |
93,447
+23,625
| +34% | +$4.97M | 0.24% | 58 |
|
|
2022
Q1 | $20.8M | Buy |
69,822
+37,788
| +118% | +$11.2M | 0.21% | 58 |
|
|
2021
Q4 | $11.3M | Buy |
32,034
+27,983
| +691% | +$9.85M | 0.1% | 65 |
|
|
2021
Q3 | $1.66M | Buy |
4,051
+2,806
| +225% | +$1.15M | 0.02% | 134 |
|
|
2021
Q2 | $517K | Buy |
1,245
+632
| +103% | +$262K | 0.01% | 222 |
|
|
2021
Q1 | $201K | Buy |
613
+13
| +2% | +$4.26K | ﹤0.01% | 291 |
|
|
2020
Q4 | $136K | Buy |
+600
| New | +$136K | ﹤0.01% | 312 |
|
|
2014
Q3 | – | Sell |
-375
| Closed | -$18K | – | 601 |
|
|
2014
Q2 | $18K | Hold |
375
| – | – | ﹤0.01% | 513 |
|
|
2014
Q1 | $22K | Hold |
375
| – | – | ﹤0.01% | 486 |
|
|
2013
Q4 | $21K | Buy |
+375
| New | +$21K | ﹤0.01% | 465 |
|