LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Mercado Libre MELI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
840
+88
| +12% | +$230K | 0.02% | 122 |
|
|
2025
Q1 | $1.61M | Hold |
752
| – | – | 0.02% | 133 |
|
|
2024
Q4 | $1.39M | Hold |
752
| – | – | 0.01% | 147 |
|
|
2024
Q3 | $1.55M | Hold |
752
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $1.29M | Buy |
752
+7
| +0.9% | +$12K | 0.01% | 139 |
|
|
2024
Q1 | $1.02M | Hold |
745
| – | – | 0.01% | 147 |
|
|
2023
Q4 | $1.28M | Hold |
745
| – | – | 0.01% | 140 |
|
|
2023
Q3 | $983K | Hold |
745
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $883K | Sell |
745
-10
| -1% | -$11.8K | 0.01% | 157 |
|
|
2023
Q1 | $995K | Hold |
755
| – | – | 0.01% | 154 |
|
|
2022
Q4 | $639K | Hold |
755
| – | – | 0.01% | 180 |
|
|
2022
Q3 | $625K | Hold |
755
| – | – | 0.01% | 182 |
|
|
2022
Q2 | $481K | Hold |
755
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $898K | Sell |
755
-10
| -1% | -$11.9K | 0.01% | 169 |
|
|
2021
Q4 | $1.03M | Buy |
765
+2
| +0.3% | +$2.7K | 0.01% | 175 |
|
|
2021
Q3 | $1.28M | Buy |
763
+3
| +0.4% | +$5.04K | 0.01% | 149 |
|
|
2021
Q2 | $1.18M | Buy |
760
+50
| +7% | +$77.9K | 0.01% | 158 |
|
|
2021
Q1 | $1.05M | Buy |
710
+10
| +1% | +$14.7K | 0.01% | 156 |
|
|
2020
Q4 | $1.17M | Hold |
700
| – | – | 0.01% | 149 |
|
|
2020
Q3 | $758K | Hold |
700
| – | – | 0.01% | 162 |
|
|
2020
Q2 | $690K | Hold |
700
| – | – | 0.01% | 159 |
|
|
2020
Q1 | $342K | Buy |
+700
| New | +$342K | 0.01% | 198 |
|
|
2014
Q1 | – | Sell |
-727
| Closed | -$78K | – | 632 |
|
|
2013
Q4 | $78K | Buy |
+727
| New | +$78K | ﹤0.01% | 356 |
|