LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Sell |
1,981
-70
| -3% | -$35.1K | 0.01% | 158 |
|
|
2025
Q1 | $884K | Sell |
2,051
-58
| -3% | -$25K | 0.01% | 159 |
|
|
2024
Q4 | $1.05M | Sell |
2,109
-25
| -1% | -$12.4K | 0.01% | 162 |
|
|
2024
Q3 | $996K | Sell |
2,134
-9
| -0.4% | -$4.2K | 0.01% | 164 |
|
|
2024
Q2 | $969K | Sell |
2,143
-20
| -0.9% | -$9.05K | 0.01% | 155 |
|
|
2024
Q1 | $820K | Sell |
2,163
-125
| -5% | -$47.4K | 0.01% | 161 |
|
|
2023
Q4 | $897K | Hold |
2,288
| – | – | 0.01% | 157 |
|
|
2023
Q3 | $748K | Buy |
2,288
+72
| +3% | +$23.5K | 0.01% | 167 |
|
|
2023
Q2 | $771K | Sell |
2,216
-395
| -15% | -$137K | 0.01% | 166 |
|
|
2023
Q1 | $799K | Buy |
2,611
+139
| +6% | +$42.5K | 0.01% | 167 |
|
|
2022
Q4 | $689K | Sell |
2,472
-847
| -26% | -$236K | 0.01% | 174 |
|
|
2022
Q3 | $807K | Sell |
3,319
-288
| -8% | -$70K | 0.01% | 158 |
|
|
2022
Q2 | $981K | Buy |
3,607
+451
| +14% | +$123K | 0.01% | 156 |
|
|
2022
Q1 | $1.07M | Buy |
3,156
+636
| +25% | +$215K | 0.01% | 156 |
|
|
2021
Q4 | $984K | Sell |
2,520
-107
| -4% | -$41.8K | 0.01% | 180 |
|
|
2021
Q3 | $933K | Hold |
2,627
| – | – | 0.01% | 171 |
|
|
2021
Q2 | $952K | Hold |
2,627
| – | – | 0.01% | 176 |
|
|
2021
Q1 | $784K | Buy |
2,627
+19
| +0.7% | +$5.67K | 0.01% | 174 |
|
|
2020
Q4 | $757K | Buy |
2,608
+16
| +0.6% | +$4.64K | 0.01% | 173 |
|
|
2020
Q3 | $751K | Hold |
2,592
| – | – | 0.01% | 163 |
|
|
2020
Q2 | $712K | Buy |
2,592
+115
| +5% | +$31.6K | 0.01% | 155 |
|
|
2020
Q1 | $524K | Hold |
2,477
| – | – | 0.01% | 170 |
|
|
2019
Q4 | $588K | Buy |
2,477
+35
| +1% | +$8.31K | 0.01% | 188 |
|
|
2019
Q3 | $500K | Buy |
2,442
+270
| +12% | +$55.3K | 0.01% | 196 |
|
|
2019
Q2 | $424K | Sell |
2,172
-125
| -5% | -$24.4K | 0.01% | 209 |
|
|
2019
Q1 | $416K | Sell |
2,297
-57
| -2% | -$10.3K | 0.01% | 202 |
|
|
2018
Q4 | $330K | Sell |
2,354
-65
| -3% | -$9.11K | 0.01% | 221 |
|
|
2018
Q3 | $404K | Hold |
2,419
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $413K | Sell |
2,419
-50
| -2% | -$8.54K | 0.01% | 216 |
|
|
2018
Q1 | $398K | Hold |
2,469
| – | – | 0.01% | 217 |
|
|
2017
Q4 | $364K | Hold |
2,469
| – | – | 0.01% | 227 |
|
|
2017
Q3 | $344K | Hold |
2,469
| – | – | 0.01% | 226 |
|
|
2017
Q2 | $325K | Sell |
2,469
-130
| -5% | -$17.1K | 0.01% | 224 |
|
|
2017
Q1 | $291K | Hold |
2,599
| – | – | 0.01% | 235 |
|
|
2016
Q4 | $245K | Hold |
2,599
| – | – | 0.01% | 247 |
|
|
2016
Q3 | $281K | Buy |
2,599
+700
| +37% | +$75.7K | 0.01% | 232 |
|
|
2016
Q2 | $178K | Sell |
1,899
-320
| -14% | -$30K | ﹤0.01% | 264 |
|
|
2016
Q1 | $214K | Hold |
2,219
| – | – | 0.01% | 239 |
|
|
2015
Q4 | $223K | Buy |
2,219
+350
| +19% | +$35.2K | 0.01% | 257 |
|
|
2015
Q3 | $202K | Hold |
1,869
| – | – | 0.01% | 271 |
|
|
2015
Q2 | $202K | Sell |
1,869
-95
| -5% | -$10.3K | 0.01% | 271 |
|
|
2015
Q1 | $204K | Hold |
1,964
| – | – | 0.01% | 280 |
|
|
2014
Q4 | $188K | Hold |
1,964
| – | – | ﹤0.01% | 284 |
|
|
2014
Q3 | $186K | Hold |
1,964
| – | – | 0.01% | 280 |
|
|
2014
Q2 | $172K | Hold |
1,964
| – | – | ﹤0.01% | 290 |
|
|
2014
Q1 | $156K | Buy |
1,964
+86
| +5% | +$6.83K | ﹤0.01% | 286 |
|
|
2013
Q4 | $147K | Sell |
1,878
-14
| -0.7% | -$1.1K | ﹤0.01% | 289 |
|
|
2013
Q3 | $133K | Hold |
1,892
| – | – | ﹤0.01% | 277 |
|
|
2013
Q2 | $115K | Buy |
+1,892
| New | +$115K | ﹤0.01% | 309 |
|