LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Hold |
4,597
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $70.6K | Hold |
4,597
| – | – | ﹤0.01% | 359 |
|
|
2024
Q4 | $106K | Hold |
4,597
| – | – | ﹤0.01% | 335 |
|
|
2024
Q3 | $89.2K | Sell |
4,597
-800
| -15% | -$15.5K | ﹤0.01% | 347 |
|
|
2024
Q2 | $116K | Hold |
5,397
| – | – | ﹤0.01% | 321 |
|
|
2024
Q1 | $90.8K | Hold |
5,397
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $82.5K | Hold |
5,397
| – | – | ﹤0.01% | 367 |
|
|
2023
Q3 | $84.1K | Hold |
5,397
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $90.7K | Hold |
5,397
| – | – | ﹤0.01% | 377 |
|
|
2023
Q1 | $86K | Sell |
5,397
-243
| -4% | -$3.87K | ﹤0.01% | 359 |
|
|
2022
Q4 | $90K | Sell |
5,640
-69
| -1% | -$1.1K | ﹤0.01% | 358 |
|
|
2022
Q3 | $68K | Hold |
5,709
| – | – | ﹤0.01% | 381 |
|
|
2022
Q2 | $76K | Hold |
5,709
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $95K | Sell |
5,709
-4,917
| -46% | -$81.8K | ﹤0.01% | 377 |
|
|
2021
Q4 | $168K | Sell |
10,626
-467
| -4% | -$7.38K | ﹤0.01% | 333 |
|
|
2021
Q3 | $158K | Sell |
11,093
-417
| -4% | -$5.94K | ﹤0.01% | 336 |
|
|
2021
Q2 | $168K | Hold |
11,510
| – | – | ﹤0.01% | 340 |
|
|
2021
Q1 | $181K | Sell |
11,510
-1,387
| -11% | -$21.8K | ﹤0.01% | 294 |
|
|
2020
Q4 | $153K | Hold |
12,897
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $121K | Hold |
12,897
| – | – | ﹤0.01% | 304 |
|
|
2020
Q2 | $125K | Hold |
12,897
| – | – | ﹤0.01% | 283 |
|
|
2020
Q1 | $125K | Hold |
12,897
| – | – | ﹤0.01% | 278 |
|
|
2019
Q4 | $205K | Hold |
12,897
| – | – | ﹤0.01% | 269 |
|
|
2019
Q3 | $196K | Hold |
12,897
| – | – | ﹤0.01% | 270 |
|
|
2019
Q2 | $193K | Sell |
12,897
-1,800
| -12% | -$26.9K | ﹤0.01% | 271 |
|
|
2019
Q1 | $227K | Hold |
14,697
| – | – | ﹤0.01% | 248 |
|
|
2018
Q4 | $194K | Sell |
14,697
-405
| -3% | -$5.35K | ﹤0.01% | 255 |
|
|
2018
Q3 | $246K | Sell |
15,102
-1,500
| -9% | -$24.4K | ﹤0.01% | 250 |
|
|
2018
Q2 | $243K | Hold |
16,602
| – | – | ﹤0.01% | 254 |
|
|
2018
Q1 | $291K | Hold |
16,602
| – | – | 0.01% | 238 |
|
|
2017
Q4 | $238K | Sell |
16,602
-2,500
| -13% | -$35.8K | ﹤0.01% | 259 |
|
|
2017
Q3 | $281K | Hold |
19,102
| – | – | 0.01% | 248 |
|
|
2017
Q2 | $334K | Buy |
19,102
+405
| +2% | +$7.08K | 0.01% | 219 |
|
|
2017
Q1 | $443K | Hold |
18,697
| – | – | 0.01% | 197 |
|
|
2016
Q4 | $433K | Hold |
18,697
| – | – | 0.01% | 198 |
|
|
2016
Q3 | $425K | Hold |
18,697
| – | – | 0.01% | 199 |
|
|
2016
Q2 | $342K | Buy |
18,697
+14,197
| +315% | +$260K | 0.01% | 212 |
|
|
2016
Q1 | $80K | Sell |
4,500
-2,500
| -36% | -$44.4K | ﹤0.01% | 333 |
|
|
2015
Q4 | $106K | Buy |
+7,000
| New | +$106K | ﹤0.01% | 340 |
|