LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
13,571
-926
| -6% | -$273K | 0.04% | 96 |
|
|
2025
Q1 | $3.56M | Buy |
14,497
+2,228
| +18% | +$547K | 0.03% | 99 |
|
|
2024
Q4 | $2.75M | Sell |
12,269
-78
| -0.6% | -$17.5K | 0.02% | 121 |
|
|
2024
Q3 | $2.7M | Sell |
12,347
-195
| -2% | -$42.6K | 0.02% | 124 |
|
|
2024
Q2 | $2.33M | Buy |
12,542
+488
| +4% | +$90.7K | 0.02% | 112 |
|
|
2024
Q1 | $2.19M | Sell |
12,054
-29
| -0.2% | -$5.28K | 0.02% | 111 |
|
|
2023
Q4 | $2.22M | Sell |
12,083
-93
| -0.8% | -$17.1K | 0.02% | 111 |
|
|
2023
Q3 | $1.79M | Buy |
12,176
+463
| +4% | +$68.1K | 0.02% | 120 |
|
|
2023
Q2 | $1.57M | Sell |
11,713
-977
| -8% | -$131K | 0.02% | 126 |
|
|
2023
Q1 | $1.66M | Buy |
12,690
+5
| +0% | +$655 | 0.02% | 119 |
|
|
2022
Q4 | $1.79M | Sell |
12,685
-72
| -0.6% | -$10.1K | 0.02% | 115 |
|
|
2022
Q3 | $1.52M | Sell |
12,757
-300
| -2% | -$35.7K | 0.02% | 123 |
|
|
2022
Q2 | $1.84M | Sell |
13,057
-440
| -3% | -$62.1K | 0.02% | 117 |
|
|
2022
Q1 | $1.76M | Sell |
13,497
-660
| -5% | -$85.8K | 0.02% | 129 |
|
|
2021
Q4 | $1.89M | Buy |
14,157
+1,728
| +14% | +$231K | 0.02% | 131 |
|
|
2021
Q3 | $1.73M | Buy |
12,429
+1,320
| +12% | +$183K | 0.02% | 131 |
|
|
2021
Q2 | $1.63M | Buy |
11,109
+754
| +7% | +$110K | 0.02% | 142 |
|
|
2021
Q1 | $1.38M | Sell |
10,355
-660
| -6% | -$88K | 0.02% | 141 |
|
|
2020
Q4 | $1.39M | Buy |
11,015
+181
| +2% | +$22.8K | 0.02% | 135 |
|
|
2020
Q3 | $1.32M | Buy |
10,834
+482
| +5% | +$58.6K | 0.02% | 128 |
|
|
2020
Q2 | $1.25M | Sell |
10,352
-659
| -6% | -$79.6K | 0.02% | 125 |
|
|
2020
Q1 | $1.22M | Sell |
11,011
-677
| -6% | -$75.1K | 0.02% | 122 |
|
|
2019
Q4 | $1.57M | Sell |
11,688
-493
| -4% | -$66.1K | 0.02% | 127 |
|
|
2019
Q3 | $1.77M | Buy |
12,181
+562
| +5% | +$81.7K | 0.03% | 122 |
|
|
2019
Q2 | $1.6M | Sell |
11,619
-583
| -5% | -$80.4K | 0.02% | 128 |
|
|
2019
Q1 | $1.72M | Sell |
12,202
-2,184
| -15% | -$308K | 0.03% | 122 |
|
|
2018
Q4 | $1.64M | Buy |
14,386
+656
| +5% | +$74.6K | 0.03% | 121 |
|
|
2018
Q3 | $2.08M | Sell |
13,730
-800
| -6% | -$121K | 0.03% | 122 |
|
|
2018
Q2 | $2.03M | Hold |
14,530
| – | – | 0.04% | 119 |
|
|
2018
Q1 | $2.23M | Sell |
14,530
-1,017
| -7% | -$156K | 0.04% | 119 |
|
|
2017
Q4 | $2.39M | Sell |
15,547
-430
| -3% | -$66K | 0.04% | 116 |
|
|
2017
Q3 | $2.32M | Sell |
15,977
-354
| -2% | -$51.4K | 0.04% | 113 |
|
|
2017
Q2 | $2.36M | Sell |
16,331
-1,415
| -8% | -$205K | 0.05% | 109 |
|
|
2017
Q1 | $3.09M | Sell |
17,746
-2,975
| -14% | -$518K | 0.06% | 106 |
|
|
2016
Q4 | $3.44M | Sell |
20,721
-916
| -4% | -$152K | 0.08% | 104 |
|
|
2016
Q3 | $3.44M | Buy |
21,637
+405
| +2% | +$64.3K | 0.08% | 102 |
|
|
2016
Q2 | $3.22M | Sell |
21,232
-750
| -3% | -$114K | 0.07% | 105 |
|
|
2016
Q1 | $3.33M | Sell |
21,982
-4,738
| -18% | -$718K | 0.08% | 104 |
|
|
2015
Q4 | $3.68M | Sell |
26,720
-5,963
| -18% | -$821K | 0.09% | 104 |
|
|
2015
Q3 | $5.32M | Hold |
32,683
| – | – | 0.14% | 84 |
|
|
2015
Q2 | $5.32M | Sell |
32,683
-2,674
| -8% | -$435K | 0.14% | 84 |
|
|
2015
Q1 | $5.68M | Sell |
35,357
-7,000
| -17% | -$1.12M | 0.14% | 84 |
|
|
2014
Q4 | $6.8M | Sell |
42,357
-38,617
| -48% | -$6.2M | 0.17% | 83 |
|
|
2014
Q3 | $15.4M | Sell |
80,974
-26,592
| -25% | -$5.05M | 0.42% | 55 |
|
|
2014
Q2 | $19.5M | Sell |
107,566
-17,875
| -14% | -$3.24M | 0.53% | 49 |
|
|
2014
Q1 | $24.1M | Sell |
125,441
-33,391
| -21% | -$6.43M | 0.66% | 42 |
|
|
2013
Q4 | $29.8M | Sell |
158,832
-19,238
| -11% | -$3.61M | 0.82% | 38 |
|
|
2013
Q3 | $33M | Buy |
178,070
+2,820
| +2% | +$522K | 1.01% | 31 |
|
|
2013
Q2 | $33.5M | Buy |
+175,250
| New | +$33.5M | 1.05% | 32 |
|