LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Labcorp LH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-250
| Closed | -$62.4K | – | 574 |
|
|
2024
Q4 | $62.4K | Hold |
250
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $57.5K | Hold |
250
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $54.1K | Hold |
250
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $50.8K | Hold |
250
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $55.6K | Hold |
250
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $51.3K | Hold |
250
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $60.3K | Sell |
250
-149
| -37% | -$36K | ﹤0.01% | 409 |
|
|
2023
Q1 | $91.5K | Hold |
399
| – | – | ﹤0.01% | 350 |
|
|
2022
Q4 | $94K | Hold |
399
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $82K | Hold |
399
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $94K | Hold |
399
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $105K | Buy |
399
+149
| +60% | +$39.2K | ﹤0.01% | 369 |
|
|
2021
Q4 | $79K | Hold |
250
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $70K | Hold |
250
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $69K | Buy |
+250
| New | +$69K | ﹤0.01% | 443 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$51K | – | 528 |
|
|
2020
Q4 | $51K | Buy |
+250
| New | +$51K | ﹤0.01% | 425 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$2K | – | 741 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 644 |
|
|
2018
Q4 | $2K | Sell |
15
-100
| -87% | -$13.3K | ﹤0.01% | 633 |
|
|
2018
Q3 | $20K | Hold |
115
| – | – | ﹤0.01% | 493 |
|
|
2018
Q2 | $21K | Hold |
115
| – | – | ﹤0.01% | 499 |
|
|
2018
Q1 | $19K | Hold |
115
| – | – | ﹤0.01% | 544 |
|
|
2017
Q4 | $18K | Sell |
115
-150
| -57% | -$23.5K | ﹤0.01% | 528 |
|
|
2017
Q3 | $40K | Buy |
265
+15
| +6% | +$2.26K | ﹤0.01% | 447 |
|
|
2017
Q2 | $40K | Hold |
250
| – | – | ﹤0.01% | 433 |
|
|
2017
Q1 | $36K | Hold |
250
| – | – | ﹤0.01% | 446 |
|
|
2016
Q4 | $32K | Hold |
250
| – | – | ﹤0.01% | 434 |
|
|
2016
Q3 | $34K | Hold |
250
| – | – | ﹤0.01% | 436 |
|
|
2016
Q2 | $33K | Hold |
250
| – | – | ﹤0.01% | 435 |
|
|
2016
Q1 | $29K | Hold |
250
| – | – | ﹤0.01% | 452 |
|
|
2015
Q4 | $31K | Hold |
250
| – | – | ﹤0.01% | 479 |
|
|
2015
Q3 | $30K | Hold |
250
| – | – | ﹤0.01% | 466 |
|
|
2015
Q2 | $30K | Hold |
250
| – | – | ﹤0.01% | 466 |
|
|
2015
Q1 | $32K | Hold |
250
| – | – | ﹤0.01% | 479 |
|
|
2014
Q4 | $27K | Hold |
250
| – | – | ﹤0.01% | 484 |
|
|
2014
Q3 | $25K | Hold |
250
| – | – | ﹤0.01% | 470 |
|
|
2014
Q2 | $26K | Sell |
250
-235
| -48% | -$24.4K | ﹤0.01% | 490 |
|
|
2014
Q1 | $48K | Sell |
485
-9,968
| -95% | -$987K | ﹤0.01% | 416 |
|
|
2013
Q4 | $955K | Sell |
10,453
-2,544
| -20% | -$232K | 0.03% | 150 |
|
|
2013
Q3 | $1.29M | Sell |
12,997
-2,692
| -17% | -$267K | 0.04% | 130 |
|
|
2013
Q2 | $1.57M | Buy |
+15,689
| New | +$1.57M | 0.05% | 128 |
|