LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
7,327
+1,958
| +36% | +$309K | 0.01% | 153 |
|
|
2025
Q1 | $790K | Sell |
5,369
-96
| -2% | -$14.1K | 0.01% | 173 |
|
|
2024
Q4 | $1.13M | Sell |
5,465
-9,745
| -64% | -$2.02M | 0.01% | 156 |
|
|
2024
Q3 | $3.22M | Buy |
15,210
+8,665
| +132% | +$1.83M | 0.03% | 114 |
|
|
2024
Q2 | $1.52M | Sell |
6,545
-405
| -6% | -$94.4K | 0.01% | 130 |
|
|
2024
Q1 | $1.61M | Sell |
6,950
-2,234
| -24% | -$517K | 0.02% | 122 |
|
|
2023
Q4 | $1.91M | Sell |
9,184
-7,475
| -45% | -$1.56M | 0.02% | 119 |
|
|
2023
Q3 | $3.17M | Sell |
16,659
-78,704
| -83% | -$15M | 0.04% | 95 |
|
|
2023
Q2 | $21.4M | Sell |
95,363
-70,140
| -42% | -$15.8M | 0.23% | 57 |
|
|
2023
Q1 | $32.9M | Sell |
165,503
-145,978
| -47% | -$29M | 0.38% | 51 |
|
|
2022
Q4 | $63.8M | Sell |
311,481
-33,417
| -10% | -$6.85M | 0.79% | 33 |
|
|
2022
Q3 | $62.5M | Sell |
344,898
-6,431
| -2% | -$1.16M | 0.81% | 32 |
|
|
2022
Q2 | $76.2M | Sell |
351,329
-5,401
| -2% | -$1.17M | 0.94% | 29 |
|
|
2022
Q1 | $82.5M | Buy |
356,730
+5,807
| +2% | +$1.34M | 0.85% | 34 |
|
|
2021
Q4 | $99M | Buy |
350,923
+17,201
| +5% | +$4.85M | 0.91% | 35 |
|
|
2021
Q3 | $79.9M | Buy |
333,722
+33,079
| +11% | +$7.92M | 0.79% | 35 |
|
|
2021
Q2 | $72.9M | Buy |
300,643
+43,809
| +17% | +$10.6M | 0.74% | 38 |
|
|
2021
Q1 | $49.6M | Buy |
256,834
+14,976
| +6% | +$2.89M | 0.55% | 43 |
|
|
2020
Q4 | $43.3M | Buy |
241,858
+7,392
| +3% | +$1.32M | 0.49% | 44 |
|
|
2020
Q3 | $37M | Buy |
234,466
+15,375
| +7% | +$2.42M | 0.46% | 44 |
|
|
2020
Q2 | $31.1M | Buy |
219,091
+3,976
| +2% | +$564K | 0.43% | 44 |
|
|
2020
Q1 | $23.2M | Buy |
215,115
+212,721
| +8,886% | +$22.9M | 0.39% | 47 |
|
|
2019
Q4 | $370K | Buy |
2,394
+2,140
| +843% | +$331K | 0.01% | 224 |
|
|
2019
Q3 | $38K | Buy |
+254
| New | +$38K | ﹤0.01% | 433 |
|
|
2018
Q1 | – | Sell |
-41
| Closed | -$4K | – | 760 |
|
|
2017
Q4 | $4K | Hold |
41
| – | – | ﹤0.01% | 617 |
|
|
2017
Q3 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 604 |
|