LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Monro MNRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.2K | Hold |
6,250
| – | – | ﹤0.01% | 352 |
|
|
2025
Q1 | $89.8K | Hold |
6,250
| – | – | ﹤0.01% | 341 |
|
|
2024
Q4 | $137K | Hold |
6,250
| – | – | ﹤0.01% | 318 |
|
|
2024
Q3 | $173K | Hold |
6,250
| – | – | ﹤0.01% | 293 |
|
|
2024
Q2 | $155K | Hold |
6,250
| – | – | ﹤0.01% | 296 |
|
|
2024
Q1 | $185K | Hold |
6,250
| – | – | ﹤0.01% | 279 |
|
|
2023
Q4 | $199K | Hold |
6,250
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $162K | Hold |
6,250
| – | – | ﹤0.01% | 305 |
|
|
2023
Q2 | $254K | Hold |
6,250
| – | – | ﹤0.01% | 265 |
|
|
2023
Q1 | $309K | Hold |
6,250
| – | – | ﹤0.01% | 235 |
|
|
2022
Q4 | $283K | Hold |
6,250
| – | – | ﹤0.01% | 247 |
|
|
2022
Q3 | $272K | Hold |
6,250
| – | – | ﹤0.01% | 257 |
|
|
2022
Q2 | $268K | Hold |
6,250
| – | – | ﹤0.01% | 259 |
|
|
2022
Q1 | $277K | Hold |
6,250
| – | – | ﹤0.01% | 262 |
|
|
2021
Q4 | $364K | Hold |
6,250
| – | – | ﹤0.01% | 241 |
|
|
2021
Q3 | $359K | Hold |
6,250
| – | – | ﹤0.01% | 241 |
|
|
2021
Q2 | $397K | Sell |
6,250
-725
| -10% | -$46.1K | ﹤0.01% | 248 |
|
|
2021
Q1 | $459K | Hold |
6,975
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $372K | Sell |
6,975
-3,680
| -35% | -$196K | ﹤0.01% | 232 |
|
|
2020
Q3 | $432K | Hold |
10,655
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $585K | Hold |
10,655
| – | – | 0.01% | 170 |
|
|
2020
Q1 | $467K | Hold |
10,655
| – | – | 0.01% | 179 |
|
|
2019
Q4 | $833K | Sell |
10,655
-140
| -1% | -$10.9K | 0.01% | 167 |
|
|
2019
Q3 | $853K | Hold |
10,795
| – | – | 0.01% | 165 |
|
|
2019
Q2 | $921K | Hold |
10,795
| – | – | 0.01% | 159 |
|
|
2019
Q1 | $934K | Hold |
10,795
| – | – | 0.01% | 157 |
|
|
2018
Q4 | $742K | Sell |
10,795
-1,000
| -8% | -$68.7K | 0.01% | 172 |
|
|
2018
Q3 | $821K | Sell |
11,795
-5,226
| -31% | -$364K | 0.01% | 170 |
|
|
2018
Q2 | $989K | Sell |
17,021
-1,020
| -6% | -$59.3K | 0.02% | 159 |
|
|
2018
Q1 | $967K | Sell |
18,041
-1,045
| -5% | -$56K | 0.02% | 163 |
|
|
2017
Q4 | $1.09M | Sell |
19,086
-501
| -3% | -$28.5K | 0.02% | 159 |
|
|
2017
Q3 | $1.1M | Hold |
19,587
| – | – | 0.02% | 153 |
|
|
2017
Q2 | $913K | Hold |
19,587
| – | – | 0.02% | 157 |
|
|
2017
Q1 | $1.02M | Hold |
19,587
| – | – | 0.02% | 151 |
|
|
2016
Q4 | $1.12M | Sell |
19,587
-2,740
| -12% | -$157K | 0.03% | 144 |
|
|
2016
Q3 | $1.37M | Hold |
22,327
| – | – | 0.03% | 137 |
|
|
2016
Q2 | $1.42M | Hold |
22,327
| – | – | 0.03% | 132 |
|
|
2016
Q1 | $1.6M | Hold |
22,327
| – | – | 0.04% | 125 |
|
|
2015
Q4 | $1.48M | Hold |
22,327
| – | – | 0.04% | 130 |
|
|
2015
Q3 | $1.39M | Hold |
22,327
| – | – | 0.04% | 133 |
|
|
2015
Q2 | $1.39M | Hold |
22,327
| – | – | 0.04% | 133 |
|
|
2015
Q1 | $1.45M | Hold |
22,327
| – | – | 0.04% | 135 |
|
|
2014
Q4 | $1.29M | Hold |
22,327
| – | – | 0.03% | 139 |
|
|
2014
Q3 | $1.08M | Hold |
22,327
| – | – | 0.03% | 144 |
|
|
2014
Q2 | $1.19M | Hold |
22,327
| – | – | 0.03% | 140 |
|
|
2014
Q1 | $1.27M | Hold |
22,327
| – | – | 0.03% | 133 |
|
|
2013
Q4 | $1.26M | Hold |
22,327
| – | – | 0.03% | 134 |
|
|
2013
Q3 | $1.04M | Hold |
22,327
| – | – | 0.03% | 143 |
|
|
2013
Q2 | $1.07M | Buy |
+22,327
| New | +$1.07M | 0.03% | 148 |
|