LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
8,657
| – | – | ﹤0.01% | 270 |
|
|
2025
Q1 | $213K | Sell |
8,657
-2,000
| -19% | -$49.3K | ﹤0.01% | 258 |
|
|
2024
Q4 | $355K | Hold |
10,657
| – | – | ﹤0.01% | 235 |
|
|
2024
Q3 | $389K | Sell |
10,657
-800
| -7% | -$29.2K | ﹤0.01% | 229 |
|
|
2024
Q2 | $435K | Hold |
11,457
| – | – | ﹤0.01% | 215 |
|
|
2024
Q1 | $317K | Hold |
11,457
| – | – | ﹤0.01% | 229 |
|
|
2023
Q4 | $329K | Hold |
11,457
| – | – | ﹤0.01% | 230 |
|
|
2023
Q3 | $308K | Hold |
11,457
| – | – | ﹤0.01% | 238 |
|
|
2023
Q2 | $352K | Sell |
11,457
-70
| -0.6% | -$2.15K | ﹤0.01% | 237 |
|
|
2023
Q1 | $338K | Sell |
11,527
-242
| -2% | -$7.1K | ﹤0.01% | 229 |
|
|
2022
Q4 | $316K | Hold |
11,769
| – | – | ﹤0.01% | 239 |
|
|
2022
Q3 | $293K | Sell |
11,769
-1,440
| -11% | -$35.9K | ﹤0.01% | 250 |
|
|
2022
Q2 | $433K | Sell |
13,209
-222
| -2% | -$7.28K | 0.01% | 218 |
|
|
2022
Q1 | $488K | Sell |
13,431
-2,417
| -15% | -$87.8K | 0.01% | 212 |
|
|
2021
Q4 | $597K | Hold |
15,848
| – | – | 0.01% | 213 |
|
|
2021
Q3 | $434K | Sell |
15,848
-417
| -3% | -$11.4K | ﹤0.01% | 230 |
|
|
2021
Q2 | $491K | Hold |
16,265
| – | – | 0.01% | 224 |
|
|
2021
Q1 | $516K | Buy |
16,265
+2,368
| +17% | +$75.1K | 0.01% | 210 |
|
|
2020
Q4 | $342K | Hold |
13,897
| – | – | ﹤0.01% | 237 |
|
|
2020
Q3 | $264K | Hold |
13,897
| – | – | ﹤0.01% | 242 |
|
|
2020
Q2 | $242K | Hold |
13,897
| – | – | ﹤0.01% | 235 |
|
|
2020
Q1 | $241K | Hold |
13,897
| – | – | ﹤0.01% | 226 |
|
|
2019
Q4 | $286K | Hold |
13,897
| – | – | ﹤0.01% | 239 |
|
|
2019
Q3 | $263K | Hold |
13,897
| – | – | ﹤0.01% | 238 |
|
|
2019
Q2 | $289K | Sell |
13,897
-1,300
| -9% | -$27K | ﹤0.01% | 233 |
|
|
2019
Q1 | $295K | Hold |
15,197
| – | – | ﹤0.01% | 226 |
|
|
2018
Q4 | $311K | Sell |
15,197
-405
| -3% | -$8.29K | 0.01% | 224 |
|
|
2018
Q3 | $402K | Sell |
15,602
-1,000
| -6% | -$25.8K | 0.01% | 215 |
|
|
2018
Q2 | $377K | Hold |
16,602
| – | – | 0.01% | 224 |
|
|
2018
Q1 | $364K | Hold |
16,602
| – | – | 0.01% | 220 |
|
|
2017
Q4 | $349K | Hold |
16,602
| – | – | 0.01% | 230 |
|
|
2017
Q3 | $331K | Buy |
16,602
+405
| +3% | +$8.08K | 0.01% | 232 |
|
|
2017
Q2 | $309K | Hold |
16,197
| – | – | 0.01% | 233 |
|
|
2017
Q1 | $290K | Hold |
16,197
| – | – | 0.01% | 236 |
|
|
2016
Q4 | $240K | Hold |
16,197
| – | – | 0.01% | 249 |
|
|
2016
Q3 | $252K | Hold |
16,197
| – | – | 0.01% | 243 |
|
|
2016
Q2 | $203K | Buy |
16,197
+9,197
| +131% | +$115K | ﹤0.01% | 251 |
|
|
2016
Q1 | $86K | Hold |
7,000
| – | – | ﹤0.01% | 328 |
|
|
2015
Q4 | $83K | Buy |
7,000
+3,300
| +89% | +$39.1K | ﹤0.01% | 359 |
|
|
2015
Q3 | $111K | Hold |
3,700
| – | – | ﹤0.01% | 345 |
|
|
2015
Q2 | $111K | Sell |
3,700
-1,000
| -21% | -$30K | ﹤0.01% | 345 |
|
|
2015
Q1 | $146K | Sell |
4,700
-1,100
| -19% | -$34.2K | ﹤0.01% | 321 |
|
|
2014
Q4 | $233K | Sell |
5,800
-8,074
| -58% | -$324K | 0.01% | 259 |
|
|
2014
Q3 | $492K | Buy |
13,874
+500
| +4% | +$17.7K | 0.01% | 191 |
|
|
2014
Q2 | $450K | Hold |
13,374
| – | – | 0.01% | 202 |
|
|
2014
Q1 | $433K | Sell |
13,374
-353
| -3% | -$11.4K | 0.01% | 199 |
|
|
2013
Q4 | $384K | Sell |
13,727
-352
| -3% | -$9.85K | 0.01% | 208 |
|
|
2013
Q3 | $296K | Buy |
14,079
+352
| +3% | +$7.4K | 0.01% | 216 |
|
|
2013
Q2 | $340K | Buy |
+13,727
| New | +$340K | 0.01% | 217 |
|