LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Las Vegas Sands LVS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-20
| Closed | -$688 | – | 545 |
|
2025
Q1 | $688 | Hold |
20
| – | – | ﹤0.01% | 538 |
|
2024
Q4 | $869 | Sell |
20
-60
| -75% | -$2.61K | ﹤0.01% | 533 |
|
2024
Q3 | $4.2K | Buy |
+80
| New | +$4.2K | ﹤0.01% | 529 |
|
2021
Q3 | – | Sell |
-37
| Closed | -$2K | – | 862 |
|
2021
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 866 |
|
2018
Q4 | – | Sell |
-800
| Closed | -$47K | – | 714 |
|
2018
Q3 | $47K | Hold |
800
| – | – | ﹤0.01% | 431 |
|
2018
Q2 | $61K | Hold |
800
| – | – | ﹤0.01% | 408 |
|
2018
Q1 | $58K | Hold |
800
| – | – | ﹤0.01% | 429 |
|
2017
Q4 | $56K | Hold |
800
| – | – | ﹤0.01% | 423 |
|
2017
Q3 | $51K | Hold |
800
| – | – | ﹤0.01% | 428 |
|
2017
Q2 | $49K | Hold |
800
| – | – | ﹤0.01% | 420 |
|
2017
Q1 | $46K | Hold |
800
| – | – | ﹤0.01% | 423 |
|
2016
Q4 | $43K | Hold |
800
| – | – | ﹤0.01% | 406 |
|
2016
Q3 | $46K | Hold |
800
| – | – | ﹤0.01% | 402 |
|
2016
Q2 | $35K | Hold |
800
| – | – | ﹤0.01% | 430 |
|
2016
Q1 | $41K | Sell |
800
-1,000
| -56% | -$51.3K | ﹤0.01% | 420 |
|
2015
Q4 | $79K | Buy |
1,800
+25
| +1% | +$1.1K | ﹤0.01% | 365 |
|
2015
Q3 | $93K | Hold |
1,775
| – | – | ﹤0.01% | 363 |
|
2015
Q2 | $93K | Hold |
1,775
| – | – | ﹤0.01% | 363 |
|
2015
Q1 | $98K | Sell |
1,775
-2,000
| -53% | -$110K | ﹤0.01% | 366 |
|
2014
Q4 | $220K | Hold |
3,775
| – | – | 0.01% | 265 |
|
2014
Q3 | $235K | Hold |
3,775
| – | – | 0.01% | 249 |
|
2014
Q2 | $288K | Sell |
3,775
-105
| -3% | -$8.01K | 0.01% | 235 |
|
2014
Q1 | $313K | Buy |
3,880
+305
| +9% | +$24.6K | 0.01% | 224 |
|
2013
Q4 | $282K | Buy |
3,575
+575
| +19% | +$45.4K | 0.01% | 230 |
|
2013
Q3 | $199K | Hold |
3,000
| – | – | 0.01% | 248 |
|
2013
Q2 | $159K | Buy |
+3,000
| New | +$159K | 0.01% | 278 |
|