LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Hold |
355
| – | – | ﹤0.01% | 411 |
|
|
2025
Q1 | $29.9K | Hold |
355
| – | – | ﹤0.01% | 414 |
|
|
2024
Q4 | $36.9K | Hold |
355
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $44.7K | Hold |
355
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $35.5K | Buy |
+355
| New | +$35.5K | ﹤0.01% | 421 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$10K | – | 678 |
|
|
2021
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 599 |
|
|
2018
Q2 | – | Sell |
-2,351
| Closed | -$77K | – | 699 |
|
|
2018
Q1 | $77K | Sell |
2,351
-784
| -25% | -$25.7K | ﹤0.01% | 395 |
|
|
2017
Q4 | $118K | Hold |
3,135
| – | – | ﹤0.01% | 348 |
|
|
2017
Q3 | $122K | Buy |
3,135
+285
| +10% | +$11.1K | ﹤0.01% | 337 |
|
|
2017
Q2 | $104K | Sell |
2,850
-81
| -3% | -$2.96K | ﹤0.01% | 347 |
|
|
2017
Q1 | $105K | Hold |
2,931
| – | – | ﹤0.01% | 342 |
|
|
2016
Q4 | $95K | Buy |
2,931
+160
| +6% | +$5.19K | ﹤0.01% | 335 |
|
|
2016
Q3 | $104K | Hold |
2,771
| – | – | ﹤0.01% | 328 |
|
|
2016
Q2 | $110K | Hold |
2,771
| – | – | ﹤0.01% | 318 |
|
|
2016
Q1 | $94K | Sell |
2,771
-481
| -15% | -$16.3K | ﹤0.01% | 317 |
|
|
2015
Q4 | $88K | Hold |
3,252
| – | – | ﹤0.01% | 353 |
|
|
2015
Q3 | $101K | Hold |
3,252
| – | – | ﹤0.01% | 355 |
|
|
2015
Q2 | $101K | Hold |
3,252
| – | – | ﹤0.01% | 355 |
|
|
2015
Q1 | $119K | Hold |
3,252
| – | – | ﹤0.01% | 346 |
|
|
2014
Q4 | $126K | Sell |
3,252
-282
| -8% | -$10.9K | ﹤0.01% | 331 |
|
|
2014
Q3 | $115K | Sell |
3,534
-786
| -18% | -$25.6K | ﹤0.01% | 325 |
|
|
2014
Q2 | $153K | Buy |
4,320
+136
| +3% | +$4.82K | ﹤0.01% | 306 |
|
|
2014
Q1 | $115K | Buy |
4,184
+1,286
| +44% | +$35.3K | ﹤0.01% | 324 |
|
|
2013
Q4 | $88K | Hold |
2,898
| – | – | ﹤0.01% | 344 |
|
|
2013
Q3 | $78K | Hold |
2,898
| – | – | ﹤0.01% | 328 |
|
|
2013
Q2 | $77K | Buy |
+2,898
| New | +$77K | ﹤0.01% | 350 |
|