LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
3,041
-350
| -10% | -$53.3K | ﹤0.01% | 216 |
|
|
2025
Q1 | $461K | Buy |
3,391
+3,216
| +1,838% | +$438K | ﹤0.01% | 216 |
|
|
2024
Q4 | $26.5K | Sell |
175
-350
| -67% | -$53K | ﹤0.01% | 442 |
|
|
2024
Q3 | $66.4K | Sell |
525
-111
| -17% | -$14K | ﹤0.01% | 373 |
|
|
2024
Q2 | $65.7K | Buy |
636
+177
| +39% | +$18.3K | ﹤0.01% | 367 |
|
|
2024
Q1 | $42.5K | Sell |
459
-545
| -54% | -$50.5K | ﹤0.01% | 409 |
|
|
2023
Q4 | $94.7K | Sell |
1,004
-1,015
| -50% | -$95.8K | ﹤0.01% | 354 |
|
|
2023
Q3 | $186K | Sell |
2,019
-2,661
| -57% | -$246K | ﹤0.01% | 295 |
|
|
2023
Q2 | $468K | Sell |
4,680
-3,213
| -41% | -$322K | 0.01% | 216 |
|
|
2023
Q1 | $830K | Sell |
7,893
-3,376
| -30% | -$355K | 0.01% | 161 |
|
|
2022
Q4 | $1.35M | Sell |
11,269
-2,645
| -19% | -$317K | 0.02% | 134 |
|
|
2022
Q3 | $1.54M | Sell |
13,914
-1,634
| -11% | -$181K | 0.02% | 121 |
|
|
2022
Q2 | $2.01M | Sell |
15,548
-1,031
| -6% | -$133K | 0.02% | 114 |
|
|
2022
Q1 | $2.47M | Sell |
16,579
-7,658
| -32% | -$1.14M | 0.03% | 111 |
|
|
2021
Q4 | $4.31M | Sell |
24,237
-1,415
| -6% | -$251K | 0.04% | 96 |
|
|
2021
Q3 | $4.5M | Sell |
25,652
-2,093
| -8% | -$367K | 0.04% | 91 |
|
|
2021
Q2 | $5.51M | Sell |
27,745
-629
| -2% | -$125K | 0.06% | 84 |
|
|
2021
Q1 | $5.47M | Sell |
28,374
-647
| -2% | -$125K | 0.06% | 81 |
|
|
2020
Q4 | $5.07M | Sell |
29,021
-463
| -2% | -$80.9K | 0.06% | 84 |
|
|
2020
Q3 | $4.72M | Sell |
29,484
-1,460
| -5% | -$234K | 0.06% | 83 |
|
|
2020
Q2 | $4.83M | Buy |
30,944
+293
| +1% | +$45.7K | 0.07% | 80 |
|
|
2020
Q1 | $4.18M | Sell |
30,651
-9,214
| -23% | -$1.26M | 0.07% | 80 |
|
|
2019
Q4 | $7.03M | Sell |
39,865
-5,011
| -11% | -$884K | 0.1% | 77 |
|
|
2019
Q3 | $7.38M | Buy |
44,876
+472
| +1% | +$77.6K | 0.11% | 73 |
|
|
2019
Q2 | $7.7M | Sell |
44,404
-2,525
| -5% | -$438K | 0.11% | 75 |
|
|
2019
Q1 | $9.75M | Sell |
46,929
-718
| -2% | -$149K | 0.15% | 70 |
|
|
2018
Q4 | $9.08M | Buy |
47,647
+3,135
| +7% | +$597K | 0.16% | 72 |
|
|
2018
Q3 | $9.38M | Buy |
44,512
+1,623
| +4% | +$342K | 0.15% | 77 |
|
|
2018
Q2 | $8.44M | Sell |
42,889
-3,158
| -7% | -$621K | 0.15% | 80 |
|
|
2018
Q1 | $10.1M | Sell |
46,047
-550
| -1% | -$121K | 0.18% | 80 |
|
|
2017
Q4 | $11M | Buy |
46,597
+59
| +0.1% | +$13.9K | 0.2% | 72 |
|
|
2017
Q3 | $9.77M | Sell |
46,538
-232
| -0.5% | -$48.7K | 0.19% | 73 |
|
|
2017
Q2 | $9.41M | Sell |
46,770
-1,255
| -3% | -$252K | 0.19% | 72 |
|
|
2017
Q1 | $9.19M | Sell |
48,025
-1,553
| -3% | -$297K | 0.19% | 72 |
|
|
2016
Q4 | $8.85M | Buy |
49,578
+1,555
| +3% | +$278K | 0.2% | 72 |
|
|
2016
Q3 | $8.46M | Sell |
48,023
-303
| -0.6% | -$53.4K | 0.19% | 72 |
|
|
2016
Q2 | $8.46M | Buy |
48,326
+276
| +0.6% | +$48.3K | 0.19% | 72 |
|
|
2016
Q1 | $8.01M | Sell |
48,050
-3,000
| -6% | -$500K | 0.19% | 72 |
|
|
2015
Q4 | $7.69M | Buy |
51,050
+2,522
| +5% | +$380K | 0.19% | 74 |
|
|
2015
Q3 | $7.49M | Hold |
48,528
| – | – | 0.19% | 74 |
|
|
2015
Q2 | $7.49M | Sell |
48,528
-1,686
| -3% | -$260K | 0.19% | 74 |
|
|
2015
Q1 | $8.28M | Sell |
50,214
-1,387
| -3% | -$229K | 0.21% | 73 |
|
|
2014
Q4 | $8.48M | Buy |
51,601
+3,865
| +8% | +$635K | 0.22% | 73 |
|
|
2014
Q3 | $6.76M | Buy |
47,736
+79
| +0.2% | +$11.2K | 0.18% | 79 |
|
|
2014
Q2 | $6.83M | Sell |
47,657
-775
| -2% | -$111K | 0.18% | 77 |
|
|
2014
Q1 | $6.57M | Buy |
48,432
+1,319
| +3% | +$179K | 0.18% | 82 |
|
|
2013
Q4 | $6.61M | Sell |
47,113
-18
| -0% | -$2.53K | 0.18% | 83 |
|
|
2013
Q3 | $5.63M | Sell |
47,131
-1,840
| -4% | -$220K | 0.17% | 86 |
|
|
2013
Q2 | $5.36M | Buy |
+48,971
| New | +$5.36M | 0.17% | 91 |
|