LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Genuine Parts GPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$4.21K | – | 567 |
|
|
2024
Q4 | $4.21K | Hold |
35
| – | – | ﹤0.01% | 515 |
|
|
2024
Q3 | $3.96K | Sell |
35
-67
| -66% | -$7.58K | ﹤0.01% | 532 |
|
|
2024
Q2 | $14.5K | Hold |
102
| – | – | ﹤0.01% | 470 |
|
|
2024
Q1 | $16.6K | Buy |
102
+35
| +52% | +$5.71K | ﹤0.01% | 471 |
|
|
2023
Q4 | $9.4K | Hold |
67
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $8.76K | Buy |
+67
| New | +$8.76K | ﹤0.01% | 524 |
|
|
2021
Q3 | – | Sell |
-17
| Closed | -$2K | – | 830 |
|
|
2021
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 859 |
|
|
2021
Q1 | – | Sell |
-825
| Closed | -$83K | – | 468 |
|
|
2020
Q4 | $83K | Sell |
825
-250
| -23% | -$25.2K | ﹤0.01% | 375 |
|
|
2020
Q3 | $102K | Hold |
1,075
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $93K | Sell |
1,075
-199
| -16% | -$17.2K | ﹤0.01% | 316 |
|
|
2020
Q1 | $86K | Sell |
1,274
-135
| -10% | -$9.11K | ﹤0.01% | 310 |
|
|
2019
Q4 | $150K | Hold |
1,409
| – | – | ﹤0.01% | 299 |
|
|
2019
Q3 | $140K | Hold |
1,409
| – | – | ﹤0.01% | 297 |
|
|
2019
Q2 | $146K | Hold |
1,409
| – | – | ﹤0.01% | 292 |
|
|
2019
Q1 | $158K | Hold |
1,409
| – | – | ﹤0.01% | 277 |
|
|
2018
Q4 | $135K | Hold |
1,409
| – | – | ﹤0.01% | 289 |
|
|
2018
Q3 | $140K | Sell |
1,409
-55
| -4% | -$5.47K | ﹤0.01% | 308 |
|
|
2018
Q2 | $134K | Sell |
1,464
-90
| -6% | -$8.24K | ﹤0.01% | 319 |
|
|
2018
Q1 | $140K | Hold |
1,554
| – | – | ﹤0.01% | 319 |
|
|
2017
Q4 | $148K | Hold |
1,554
| – | – | ﹤0.01% | 312 |
|
|
2017
Q3 | $149K | Hold |
1,554
| – | – | ﹤0.01% | 310 |
|
|
2017
Q2 | $132K | Sell |
1,554
-20
| -1% | -$1.7K | ﹤0.01% | 318 |
|
|
2017
Q1 | $145K | Hold |
1,574
| – | – | ﹤0.01% | 307 |
|
|
2016
Q4 | $150K | Sell |
1,574
-45
| -3% | -$4.29K | ﹤0.01% | 297 |
|
|
2016
Q3 | $163K | Hold |
1,619
| – | – | ﹤0.01% | 284 |
|
|
2016
Q2 | $164K | Sell |
1,619
-115
| -7% | -$11.6K | ﹤0.01% | 274 |
|
|
2016
Q1 | $172K | Hold |
1,734
| – | – | ﹤0.01% | 257 |
|
|
2015
Q4 | $149K | Hold |
1,734
| – | – | ﹤0.01% | 290 |
|
|
2015
Q3 | $155K | Hold |
1,734
| – | – | ﹤0.01% | 302 |
|
|
2015
Q2 | $155K | Buy |
1,734
+7
| +0.4% | +$626 | ﹤0.01% | 302 |
|
|
2015
Q1 | $161K | Buy |
1,727
+40
| +2% | +$3.73K | ﹤0.01% | 310 |
|
|
2014
Q4 | $180K | Hold |
1,687
| – | – | ﹤0.01% | 291 |
|
|
2014
Q3 | $148K | Hold |
1,687
| – | – | ﹤0.01% | 304 |
|
|
2014
Q2 | $148K | Sell |
1,687
-100
| -6% | -$8.77K | ﹤0.01% | 308 |
|
|
2014
Q1 | $155K | Hold |
1,787
| – | – | ﹤0.01% | 289 |
|
|
2013
Q4 | $149K | Buy |
1,787
+213
| +14% | +$17.8K | ﹤0.01% | 285 |
|
|
2013
Q3 | $127K | Buy |
1,574
+399
| +34% | +$32.2K | ﹤0.01% | 286 |
|
|
2013
Q2 | $92K | Buy |
+1,175
| New | +$92K | ﹤0.01% | 329 |
|