LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
202
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $107K | Hold |
202
| – | – | ﹤0.01% | 324 |
|
|
2024
Q4 | $128K | Sell |
202
-4
| -2% | -$2.53K | ﹤0.01% | 324 |
|
|
2024
Q3 | $108K | Buy |
206
+6
| +3% | +$3.15K | ﹤0.01% | 333 |
|
|
2024
Q2 | $101K | Hold |
200
| – | – | ﹤0.01% | 332 |
|
|
2024
Q1 | $83.5K | Hold |
200
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $76.8K | Sell |
200
-512
| -72% | -$197K | ﹤0.01% | 371 |
|
|
2023
Q3 | $223K | Buy |
712
+337
| +90% | +$106K | ﹤0.01% | 275 |
|
|
2023
Q2 | $121K | Sell |
375
-24
| -6% | -$7.74K | ﹤0.01% | 345 |
|
|
2023
Q1 | $131K | Hold |
399
| – | – | ﹤0.01% | 317 |
|
|
2022
Q4 | $137K | Hold |
399
| – | – | ﹤0.01% | 309 |
|
|
2022
Q3 | $117K | Sell |
399
-4
| -1% | -$1.17K | ﹤0.01% | 335 |
|
|
2022
Q2 | $120K | Sell |
403
-205
| -34% | -$61K | ﹤0.01% | 340 |
|
|
2022
Q1 | $201K | Buy |
608
+408
| +204% | +$135K | ﹤0.01% | 305 |
|
|
2021
Q4 | $77K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2021
Q3 | $76K | Sell |
200
-40
| -17% | -$15.2K | ﹤0.01% | 419 |
|
|
2021
Q2 | $91K | Buy |
+240
| New | +$91K | ﹤0.01% | 412 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$53K | – | 470 |
|
|
2020
Q4 | $53K | Buy |
+200
| New | +$53K | ﹤0.01% | 422 |
|
|
2020
Q2 | – | Sell |
-150
| Closed | -$23K | – | 608 |
|
|
2020
Q1 | $23K | Hold |
150
| – | – | ﹤0.01% | 449 |
|
|
2019
Q4 | $34K | Sell |
150
-20
| -12% | -$4.53K | ﹤0.01% | 460 |
|
|
2019
Q3 | $35K | Hold |
170
| – | – | ﹤0.01% | 451 |
|
|
2019
Q2 | $35K | Hold |
170
| – | – | ﹤0.01% | 440 |
|
|
2019
Q1 | $33K | Sell |
170
-72
| -30% | -$14K | ﹤0.01% | 450 |
|
|
2018
Q4 | $40K | Buy |
242
+222
| +1,110% | +$36.7K | ﹤0.01% | 436 |
|
|
2018
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 573 |
|
|
2018
Q2 | $4K | Sell |
20
-43
| -68% | -$8.6K | ﹤0.01% | 589 |
|
|
2018
Q1 | $16K | Buy |
+63
| New | +$16K | ﹤0.01% | 555 |
|
|
2017
Q4 | – | Sell |
-10
| Closed | -$2K | – | 789 |
|
|
2017
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 646 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$24K | – | 619 |
|
|
2016
Q4 | $24K | Sell |
100
-7
| -7% | -$1.68K | ﹤0.01% | 454 |
|
|
2016
Q3 | $17K | Sell |
107
-30
| -22% | -$4.77K | ﹤0.01% | 492 |
|
|
2016
Q2 | $20K | Buy |
137
+30
| +28% | +$4.38K | ﹤0.01% | 483 |
|
|
2016
Q1 | $17K | Hold |
107
| – | – | ﹤0.01% | 492 |
|
|
2015
Q4 | $19K | Buy |
107
+7
| +7% | +$1.24K | ﹤0.01% | 516 |
|
|
2015
Q3 | $21K | Hold |
100
| – | – | ﹤0.01% | 487 |
|
|
2015
Q2 | $21K | Hold |
100
| – | – | ﹤0.01% | 487 |
|
|
2015
Q1 | $19K | Buy |
+100
| New | +$19K | ﹤0.01% | 510 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$33K | – | 602 |
|
|
2014
Q2 | $33K | Buy |
200
+50
| +33% | +$8.25K | ﹤0.01% | 475 |
|
|
2014
Q1 | $25K | Hold |
150
| – | – | ﹤0.01% | 472 |
|
|
2013
Q4 | $27K | Sell |
150
-225
| -60% | -$40.5K | ﹤0.01% | 447 |
|
|
2013
Q3 | $59K | Buy |
375
+225
| +150% | +$35.4K | ﹤0.01% | 359 |
|
|
2013
Q2 | $23K | Buy |
+150
| New | +$23K | ﹤0.01% | 467 |
|