Loring Wolcott & Coolidge Fiduciary Advisors’s Interactive Brokers IBKR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Sell	21,760 -84,224	-79%	-$4.67M	0.01%	146
2025 Q1	$4.28M	Sell	105,984 -146,936	-58%	-$5.94M	0.04%	92
2024 Q4	$12.9M	Hold	252,920	–	–	0.11%	66
2024 Q3	$9.37M	Buy	+252,920	New	+$9.37M	0.08%	77