LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
64,833
-1,536
| -2% | -$34.4K | 0.01% | 138 |
|
|
2025
Q1 | $1.37M | Sell |
66,369
-8,340
| -11% | -$172K | 0.01% | 141 |
|
|
2024
Q4 | $1.52M | Sell |
74,709
-11,060
| -13% | -$224K | 0.01% | 143 |
|
|
2024
Q3 | $1.92M | Sell |
85,769
-327
| -0.4% | -$7.31K | 0.02% | 134 |
|
|
2024
Q2 | $2.96M | Buy |
86,096
+1,084
| +1% | +$37.2K | 0.03% | 103 |
|
|
2024
Q1 | $2.93M | Sell |
85,012
-2,395
| -3% | -$82.4K | 0.03% | 95 |
|
|
2023
Q4 | $3.77M | Sell |
87,407
-790
| -0.9% | -$34K | 0.04% | 90 |
|
|
2023
Q3 | $3.33M | Sell |
88,197
-5,529
| -6% | -$208K | 0.04% | 92 |
|
|
2023
Q2 | $3.13M | Sell |
93,726
-27,024
| -22% | -$904K | 0.03% | 97 |
|
|
2023
Q1 | $3.94M | Sell |
120,750
-4,562
| -4% | -$149K | 0.05% | 92 |
|
|
2022
Q4 | $3.31M | Sell |
125,312
-2,712
| -2% | -$71.7K | 0.04% | 95 |
|
|
2022
Q3 | $3.3M | Sell |
128,024
-6,053
| -5% | -$156K | 0.04% | 94 |
|
|
2022
Q2 | $5.02M | Sell |
134,077
-5,203
| -4% | -$195K | 0.06% | 81 |
|
|
2022
Q1 | $6.9M | Sell |
139,280
-3,801
| -3% | -$188K | 0.07% | 80 |
|
|
2021
Q4 | $7.37M | Sell |
143,081
-6,591
| -4% | -$339K | 0.07% | 82 |
|
|
2021
Q3 | $7.98M | Sell |
149,672
-2,307
| -2% | -$123K | 0.08% | 74 |
|
|
2021
Q2 | $8.53M | Buy |
151,979
+4,483
| +3% | +$252K | 0.09% | 73 |
|
|
2021
Q1 | $9.44M | Sell |
147,496
-5,935
| -4% | -$380K | 0.1% | 68 |
|
|
2020
Q4 | $7.64M | Sell |
153,431
-197
| -0.1% | -$9.82K | 0.09% | 71 |
|
|
2020
Q3 | $7.96M | Sell |
153,628
-19,770
| -11% | -$1.02M | 0.1% | 68 |
|
|
2020
Q2 | $10.4M | Sell |
173,398
-314
| -0.2% | -$18.8K | 0.14% | 64 |
|
|
2020
Q1 | $9.4M | Sell |
173,712
-13,303
| -7% | -$720K | 0.16% | 62 |
|
|
2019
Q4 | $11.2M | Sell |
187,015
-5,693
| -3% | -$341K | 0.15% | 63 |
|
|
2019
Q3 | $9.93M | Buy |
192,708
+9,092
| +5% | +$468K | 0.14% | 63 |
|
|
2019
Q2 | $8.79M | Sell |
183,616
-3,885
| -2% | -$186K | 0.13% | 67 |
|
|
2019
Q1 | $10.1M | Sell |
187,501
-1,509
| -0.8% | -$81K | 0.15% | 68 |
|
|
2018
Q4 | $8.87M | Buy |
189,010
+2,599
| +1% | +$122K | 0.16% | 73 |
|
|
2018
Q3 | $8.82M | Sell |
186,411
-7,490
| -4% | -$354K | 0.14% | 78 |
|
|
2018
Q2 | $9.64M | Sell |
193,901
-2,166
| -1% | -$108K | 0.17% | 75 |
|
|
2018
Q1 | $10.2M | Sell |
196,067
-1,969
| -1% | -$103K | 0.19% | 77 |
|
|
2017
Q4 | $9.14M | Buy |
198,036
+602
| +0.3% | +$27.8K | 0.17% | 80 |
|
|
2017
Q3 | $7.52M | Sell |
197,434
-12,464
| -6% | -$475K | 0.15% | 80 |
|
|
2017
Q2 | $7.45M | Sell |
209,898
-5,009
| -2% | -$178K | 0.15% | 78 |
|
|
2017
Q1 | $7.75M | Sell |
214,907
-11,483
| -5% | -$414K | 0.16% | 80 |
|
|
2016
Q4 | $8.21M | Sell |
226,390
-14,536
| -6% | -$527K | 0.18% | 73 |
|
|
2016
Q3 | $9.1M | Sell |
240,926
-3,178
| -1% | -$120K | 0.21% | 70 |
|
|
2016
Q2 | $8.01M | Buy |
244,104
+1,659
| +0.7% | +$54.4K | 0.18% | 74 |
|
|
2016
Q1 | $7.84M | Sell |
242,445
-1,375
| -0.6% | -$44.5K | 0.19% | 73 |
|
|
2015
Q4 | $8.4M | Sell |
243,820
-26,843
| -10% | -$925K | 0.21% | 73 |
|
|
2015
Q3 | $8.23M | Hold |
270,663
| – | – | 0.21% | 71 |
|
|
2015
Q2 | $8.23M | Sell |
270,663
-57,929
| -18% | -$1.76M | 0.21% | 71 |
|
|
2015
Q1 | $10.3M | Sell |
328,592
-23,373
| -7% | -$731K | 0.26% | 67 |
|
|
2014
Q4 | $12.8M | Sell |
351,965
-75,453
| -18% | -$2.74M | 0.33% | 62 |
|
|
2014
Q3 | $14.9M | Sell |
427,418
-165,918
| -28% | -$5.78M | 0.4% | 58 |
|
|
2014
Q2 | $18.3M | Sell |
593,336
-126,688
| -18% | -$3.91M | 0.5% | 51 |
|
|
2014
Q1 | $18.6M | Sell |
720,024
-168,912
| -19% | -$4.36M | 0.51% | 51 |
|
|
2013
Q4 | $23.1M | Sell |
888,936
-84,699
| -9% | -$2.2M | 0.64% | 44 |
|
|
2013
Q3 | $22.3M | Sell |
973,635
-87,588
| -8% | -$2.01M | 0.68% | 42 |
|
|
2013
Q2 | $25.7M | Buy |
+1,061,223
| New | +$25.7M | 0.8% | 38 |
|