LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
3,286
-100
| -3% | -$21.9K | 0.01% | 180 |
|
|
2025
Q1 | $742K | Hold |
3,386
| – | – | 0.01% | 176 |
|
|
2024
Q4 | $758K | Sell |
3,386
-380
| -10% | -$85.1K | 0.01% | 185 |
|
|
2024
Q3 | $838K | Hold |
3,766
| – | – | 0.01% | 181 |
|
|
2024
Q2 | $824K | Sell |
3,766
-47
| -1% | -$10.3K | 0.01% | 167 |
|
|
2024
Q1 | $768K | Sell |
3,813
-628
| -14% | -$126K | 0.01% | 163 |
|
|
2023
Q4 | $861K | Sell |
4,441
-1,500
| -25% | -$291K | 0.01% | 163 |
|
|
2023
Q3 | $1.15M | Sell |
5,941
-1,786
| -23% | -$346K | 0.01% | 138 |
|
|
2023
Q2 | $1.45M | Sell |
7,727
-7
| -0.1% | -$1.32K | 0.02% | 131 |
|
|
2023
Q1 | $1.29M | Hold |
7,734
| – | – | 0.01% | 139 |
|
|
2022
Q4 | $1.28M | Sell |
7,734
-600
| -7% | -$99.3K | 0.02% | 139 |
|
|
2022
Q3 | $1.24M | Hold |
8,334
| – | – | 0.02% | 135 |
|
|
2022
Q2 | $1.29M | Buy |
8,334
+607
| +8% | +$94.2K | 0.02% | 138 |
|
|
2022
Q1 | $1.32M | Hold |
7,727
| – | – | 0.01% | 142 |
|
|
2021
Q4 | $1.34M | Hold |
7,727
| – | – | 0.01% | 150 |
|
|
2021
Q3 | $1.17M | Sell |
7,727
-78
| -1% | -$11.8K | 0.01% | 154 |
|
|
2021
Q2 | $1.1M | Hold |
7,805
| – | – | 0.01% | 166 |
|
|
2021
Q1 | $951K | Sell |
7,805
-580
| -7% | -$70.7K | 0.01% | 161 |
|
|
2020
Q4 | $981K | Buy |
8,385
+58
| +0.7% | +$6.79K | 0.01% | 159 |
|
|
2020
Q3 | $955K | Hold |
8,327
| – | – | 0.01% | 146 |
|
|
2020
Q2 | $894K | Hold |
8,327
| – | – | 0.01% | 142 |
|
|
2020
Q1 | $720K | Sell |
8,327
-400
| -5% | -$34.6K | 0.01% | 148 |
|
|
2019
Q4 | $972K | Buy |
8,727
+6,686
| +328% | +$745K | 0.01% | 157 |
|
|
2019
Q3 | $204K | Sell |
2,041
-60
| -3% | -$6K | ﹤0.01% | 265 |
|
|
2019
Q2 | $210K | Sell |
2,101
-550
| -21% | -$55K | ﹤0.01% | 260 |
|
|
2019
Q1 | $249K | Sell |
2,651
-120
| -4% | -$11.3K | ﹤0.01% | 239 |
|
|
2018
Q4 | $221K | Sell |
2,771
-145
| -5% | -$11.6K | ﹤0.01% | 244 |
|
|
2018
Q3 | $241K | Hold |
2,916
| – | – | ﹤0.01% | 252 |
|
|
2018
Q2 | $239K | Buy |
2,916
+50
| +2% | +$4.1K | ﹤0.01% | 255 |
|
|
2018
Q1 | $237K | Hold |
2,866
| – | – | ﹤0.01% | 258 |
|
|
2017
Q4 | $233K | Hold |
2,866
| – | – | ﹤0.01% | 263 |
|
|
2017
Q3 | $240K | Hold |
2,866
| – | – | ﹤0.01% | 260 |
|
|
2017
Q2 | $223K | Sell |
2,866
-200
| -7% | -$15.6K | ﹤0.01% | 264 |
|
|
2017
Q1 | $227K | Hold |
3,066
| – | – | ﹤0.01% | 261 |
|
|
2016
Q4 | $207K | Buy |
3,066
+300
| +11% | +$20.3K | ﹤0.01% | 263 |
|
|
2016
Q3 | $186K | Hold |
2,766
| – | – | ﹤0.01% | 268 |
|
|
2016
Q2 | $189K | Hold |
2,766
| – | – | ﹤0.01% | 261 |
|
|
2016
Q1 | $168K | Hold |
2,766
| – | – | ﹤0.01% | 260 |
|
|
2015
Q4 | $153K | Sell |
2,766
-2,900
| -51% | -$160K | ﹤0.01% | 287 |
|
|
2015
Q3 | $321K | Hold |
5,666
| – | – | 0.01% | 234 |
|
|
2015
Q2 | $321K | Sell |
5,666
-1,000
| -15% | -$56.7K | 0.01% | 234 |
|
|
2015
Q1 | $374K | Hold |
6,666
| – | – | 0.01% | 232 |
|
|
2014
Q4 | $382K | Hold |
6,666
| – | – | 0.01% | 222 |
|
|
2014
Q3 | $349K | Hold |
6,666
| – | – | 0.01% | 215 |
|
|
2014
Q2 | $345K | Hold |
6,666
| – | – | 0.01% | 222 |
|
|
2014
Q1 | $329K | Hold |
6,666
| – | – | 0.01% | 220 |
|
|
2013
Q4 | $322K | Hold |
6,666
| – | – | 0.01% | 222 |
|
|
2013
Q3 | $290K | Buy |
6,666
+2,500
| +60% | +$109K | 0.01% | 218 |
|
|
2013
Q2 | $166K | Buy |
+4,166
| New | +$166K | 0.01% | 272 |
|