LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.5M | Buy |
257,852
+3,606
| +1% | +$1.32M | 0.84% | 32 |
|
|
2025
Q1 | $90.6M | Buy |
254,246
+586
| +0.2% | +$209K | 0.88% | 31 |
|
|
2024
Q4 | $108M | Sell |
253,660
-880
| -0.3% | -$374K | 0.93% | 32 |
|
|
2024
Q3 | $102M | Buy |
254,540
+4,998
| +2% | +$2.01M | 0.92% | 31 |
|
|
2024
Q2 | $92.1M | Sell |
249,542
-903
| -0.4% | -$333K | 0.85% | 32 |
|
|
2024
Q1 | $84.2M | Sell |
250,445
-1,421
| -0.6% | -$478K | 0.84% | 31 |
|
|
2023
Q4 | $88.9M | Sell |
251,866
-5,899
| -2% | -$2.08M | 0.88% | 29 |
|
|
2023
Q3 | $75.9M | Buy |
257,765
+4,824
| +2% | +$1.42M | 0.85% | 30 |
|
|
2023
Q2 | $78.6M | Sell |
252,941
-6,699
| -3% | -$2.08M | 0.84% | 32 |
|
|
2023
Q1 | $76.6M | Buy |
259,640
+1,091
| +0.4% | +$322K | 0.88% | 33 |
|
|
2022
Q4 | $81.7M | Buy |
258,549
+281
| +0.1% | +$88.8K | 1.01% | 28 |
|
|
2022
Q3 | $71.3M | Sell |
258,268
-1,475
| -0.6% | -$407K | 0.93% | 31 |
|
|
2022
Q2 | $71.2M | Sell |
259,743
-3,082
| -1% | -$845K | 0.88% | 32 |
|
|
2022
Q1 | $78.7M | Sell |
262,825
-5,235
| -2% | -$1.57M | 0.81% | 35 |
|
|
2021
Q4 | $111M | Sell |
268,060
-1,946
| -0.7% | -$808K | 1.02% | 33 |
|
|
2021
Q3 | $88.6M | Buy |
270,006
+594
| +0.2% | +$195K | 0.88% | 34 |
|
|
2021
Q2 | $85.9M | Buy |
269,412
+1,012
| +0.4% | +$323K | 0.87% | 34 |
|
|
2021
Q1 | $81.9M | Buy |
268,400
+2,507
| +0.9% | +$765K | 0.91% | 35 |
|
|
2020
Q4 | $70.6M | Buy |
265,893
+3,232
| +1% | +$858K | 0.79% | 38 |
|
|
2020
Q3 | $72.9M | Buy |
262,661
+897
| +0.3% | +$249K | 0.92% | 33 |
|
|
2020
Q2 | $65.6M | Sell |
261,764
-234
| -0.1% | -$58.6K | 0.9% | 33 |
|
|
2020
Q1 | $48.9M | Buy |
261,998
+8,085
| +3% | +$1.51M | 0.82% | 35 |
|
|
2019
Q4 | $55.5M | Buy |
253,913
+8,575
| +3% | +$1.87M | 0.75% | 35 |
|
|
2019
Q3 | $56.9M | Buy |
245,338
+21,326
| +10% | +$4.95M | 0.83% | 34 |
|
|
2019
Q2 | $46.6M | Buy |
224,012
+18,867
| +9% | +$3.92M | 0.68% | 38 |
|
|
2019
Q1 | $39.4M | Buy |
205,145
+69,531
| +51% | +$13.3M | 0.6% | 42 |
|
|
2018
Q4 | $23.3M | Buy |
135,614
+3,314
| +3% | +$569K | 0.42% | 55 |
|
|
2018
Q3 | $27.4M | Buy |
132,300
+3,792
| +3% | +$786K | 0.43% | 53 |
|
|
2018
Q2 | $25.1M | Buy |
128,508
+2,462
| +2% | +$480K | 0.44% | 53 |
|
|
2018
Q1 | $22.5M | Buy |
126,046
+10,892
| +9% | +$1.94M | 0.41% | 55 |
|
|
2017
Q4 | $21.8M | Buy |
115,154
+1,522
| +1% | +$288K | 0.4% | 56 |
|
|
2017
Q3 | $18.6M | Buy |
113,632
+1,932
| +2% | +$316K | 0.36% | 56 |
|
|
2017
Q2 | $16.7M | Sell |
111,700
-617
| -0.5% | -$92.3K | 0.33% | 55 |
|
|
2017
Q1 | $16.5M | Sell |
112,317
-1,401
| -1% | -$206K | 0.34% | 59 |
|
|
2016
Q4 | $15.2M | Sell |
113,718
-1,919
| -2% | -$257K | 0.34% | 62 |
|
|
2016
Q3 | $14.9M | Sell |
115,637
-2,701
| -2% | -$348K | 0.34% | 60 |
|
|
2016
Q2 | $15.1M | Sell |
118,338
-203
| -0.2% | -$25.9K | 0.35% | 58 |
|
|
2016
Q1 | $15.8M | Sell |
118,541
-966
| -0.8% | -$129K | 0.37% | 55 |
|
|
2015
Q4 | $15.8M | Buy |
119,507
+3,355
| +3% | +$444K | 0.39% | 50 |
|
|
2015
Q3 | $12.9M | Hold |
116,152
| – | – | 0.33% | 60 |
|
|
2015
Q2 | $12.9M | Sell |
116,152
-776
| -0.7% | -$86.2K | 0.33% | 60 |
|
|
2015
Q1 | $13.3M | Sell |
116,928
-467
| -0.4% | -$53.1K | 0.34% | 61 |
|
|
2014
Q4 | $12.3M | Sell |
117,395
-1,310
| -1% | -$138K | 0.32% | 64 |
|
|
2014
Q3 | $10.9M | Buy |
118,705
+3,285
| +3% | +$301K | 0.29% | 64 |
|
|
2014
Q2 | $9.34M | Buy |
115,420
+145
| +0.1% | +$11.7K | 0.25% | 66 |
|
|
2014
Q1 | $9.12M | Buy |
115,275
+78
| +0.1% | +$6.17K | 0.25% | 66 |
|
|
2013
Q4 | $9.49M | Sell |
115,197
-1,214
| -1% | -$100K | 0.26% | 67 |
|
|
2013
Q3 | $8.83M | Sell |
116,411
-151
| -0.1% | -$11.5K | 0.27% | 68 |
|
|
2013
Q2 | $9.03M | Buy |
+116,562
| New | +$9.03M | 0.28% | 65 |
|