LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2K | Hold |
760
| – | – | ﹤0.01% | 428 |
|
|
2025
Q1 | $28.1K | Hold |
760
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $27K | Hold |
760
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $28.7K | Sell |
760
-1,420
| -65% | -$53.6K | ﹤0.01% | 429 |
|
|
2024
Q2 | $84.8K | Hold |
2,180
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $88.5K | Sell |
2,180
-229
| -10% | -$9.3K | ﹤0.01% | 346 |
|
|
2023
Q4 | $95K | Hold |
2,409
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $82.3K | Sell |
2,409
-4,609
| -66% | -$157K | ﹤0.01% | 377 |
|
|
2023
Q2 | $250K | Buy |
+7,018
| New | +$250K | ﹤0.01% | 270 |
|
|
2022
Q4 | – | Sell |
-7,864
| Closed | -$231K | – | 589 |
|
|
2022
Q3 | $231K | Sell |
7,864
-1,966
| -20% | -$57.8K | ﹤0.01% | 271 |
|
|
2022
Q2 | $428K | Hold |
9,830
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $428K | Sell |
9,830
-13,970
| -59% | -$608K | ﹤0.01% | 226 |
|
|
2021
Q4 | $1.05M | Buy |
23,800
+4,130
| +21% | +$182K | 0.01% | 171 |
|
|
2021
Q3 | $752K | Sell |
19,670
-3,040
| -13% | -$116K | 0.01% | 189 |
|
|
2021
Q2 | $904K | Sell |
22,710
-4,711
| -17% | -$188K | 0.01% | 180 |
|
|
2021
Q1 | $979K | Sell |
27,421
-8,511
| -24% | -$304K | 0.01% | 158 |
|
|
2020
Q4 | $1.32M | Buy |
35,932
+45
| +0.1% | +$1.66K | 0.01% | 140 |
|
|
2020
Q3 | $1.35M | Buy |
35,887
+34,937
| +3,678% | +$1.32M | 0.02% | 127 |
|
|
2020
Q2 | $39K | Hold |
950
| – | – | ﹤0.01% | 398 |
|
|
2020
Q1 | $36K | Hold |
950
| – | – | ﹤0.01% | 408 |
|
|
2019
Q4 | $45K | Hold |
950
| – | – | ﹤0.01% | 426 |
|
|
2019
Q3 | $41K | Hold |
950
| – | – | ﹤0.01% | 424 |
|
|
2019
Q2 | $38K | Sell |
950
-250
| -21% | -$10K | ﹤0.01% | 429 |
|
|
2019
Q1 | $50K | Hold |
1,200
| – | – | ﹤0.01% | 407 |
|
|
2018
Q4 | $46K | Hold |
1,200
| – | – | ﹤0.01% | 423 |
|
|
2018
Q3 | $48K | Sell |
1,200
-250
| -17% | -$10K | ﹤0.01% | 428 |
|
|
2018
Q2 | $58K | Hold |
1,450
| – | – | ﹤0.01% | 414 |
|
|
2018
Q1 | $57K | Hold |
1,450
| – | – | ﹤0.01% | 431 |
|
|
2017
Q4 | $51K | Hold |
1,450
| – | – | ﹤0.01% | 430 |
|
|
2017
Q3 | $59K | Sell |
1,450
-1,924
| -57% | -$78.3K | ﹤0.01% | 409 |
|
|
2017
Q2 | $137K | Buy |
3,374
+64
| +2% | +$2.6K | ﹤0.01% | 313 |
|
|
2017
Q1 | $140K | Sell |
3,310
-244
| -7% | -$10.3K | ﹤0.01% | 312 |
|
|
2016
Q4 | $137K | Hold |
3,554
| – | – | ﹤0.01% | 308 |
|
|
2016
Q3 | $153K | Sell |
3,554
-15
| -0.4% | -$646 | ﹤0.01% | 290 |
|
|
2016
Q2 | $155K | Sell |
3,569
-60
| -2% | -$2.61K | ﹤0.01% | 279 |
|
|
2016
Q1 | $147K | Hold |
3,629
| – | – | ﹤0.01% | 273 |
|
|
2015
Q4 | $146K | Sell |
3,629
-500
| -12% | -$20.1K | ﹤0.01% | 294 |
|
|
2015
Q3 | $172K | Hold |
4,129
| – | – | ﹤0.01% | 292 |
|
|
2015
Q2 | $172K | Sell |
4,129
-250
| -6% | -$10.4K | ﹤0.01% | 292 |
|
|
2015
Q1 | $202K | Hold |
4,379
| – | – | 0.01% | 282 |
|
|
2014
Q4 | $187K | Sell |
4,379
-500
| -10% | -$21.4K | ﹤0.01% | 285 |
|
|
2014
Q3 | $224K | Hold |
4,879
| – | – | 0.01% | 256 |
|
|
2014
Q2 | $261K | Buy |
4,879
+150
| +3% | +$8.02K | 0.01% | 243 |
|
|
2014
Q1 | $253K | Sell |
4,729
-175
| -4% | -$9.36K | 0.01% | 244 |
|
|
2013
Q4 | $262K | Sell |
4,904
-125
| -2% | -$6.68K | 0.01% | 237 |
|
|
2013
Q3 | $252K | Sell |
5,029
-1,106
| -18% | -$55.4K | 0.01% | 229 |
|
|
2013
Q2 | $307K | Buy |
+6,135
| New | +$307K | 0.01% | 224 |
|