LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
21,137
-342
| -2% | -$48.2K | 0.03% | 105 |
|
|
2025
Q1 | $2.41M | Sell |
21,479
-3,018
| -12% | -$339K | 0.02% | 117 |
|
|
2024
Q4 | $3.35M | Hold |
24,497
| – | – | 0.03% | 113 |
|
|
2024
Q3 | $2.92M | Buy |
24,497
+367
| +2% | +$43.7K | 0.03% | 121 |
|
|
2024
Q2 | $2.56M | Hold |
24,130
| – | – | 0.02% | 109 |
|
|
2024
Q1 | $2.22M | Buy |
24,130
+133
| +0.6% | +$12.2K | 0.02% | 110 |
|
|
2023
Q4 | $2.09M | Hold |
23,997
| – | – | 0.02% | 115 |
|
|
2023
Q3 | $1.76M | Sell |
23,997
-1,365
| -5% | -$100K | 0.02% | 121 |
|
|
2023
Q2 | $2.17M | Sell |
25,362
-1,103
| -4% | -$94.2K | 0.02% | 113 |
|
|
2023
Q1 | $2.32M | Sell |
26,465
-1,725
| -6% | -$151K | 0.03% | 108 |
|
|
2022
Q4 | $2.4M | Sell |
28,190
-14
| -0% | -$1.19K | 0.03% | 103 |
|
|
2022
Q3 | $2.23M | Hold |
28,204
| – | – | 0.03% | 105 |
|
|
2022
Q2 | $2.15M | Sell |
28,204
-111
| -0.4% | -$8.44K | 0.03% | 108 |
|
|
2022
Q1 | $2.48M | Buy |
28,315
+1,705
| +6% | +$149K | 0.03% | 110 |
|
|
2021
Q4 | $2.61M | Sell |
26,610
-515
| -2% | -$50.6K | 0.02% | 113 |
|
|
2021
Q3 | $2.64M | Sell |
27,125
-74
| -0.3% | -$7.2K | 0.03% | 108 |
|
|
2021
Q2 | $2.49M | Sell |
27,199
-1,230
| -4% | -$113K | 0.03% | 115 |
|
|
2021
Q1 | $2.21M | Buy |
28,429
+3,440
| +14% | +$267K | 0.02% | 113 |
|
|
2020
Q4 | $1.71M | Hold |
24,989
| – | – | 0.02% | 127 |
|
|
2020
Q3 | $1.21M | Buy |
24,989
+24,935
| +46,176% | +$1.21M | 0.02% | 132 |
|
|
2020
Q2 | $3K | Sell |
54
-625
| -92% | -$34.7K | ﹤0.01% | 554 |
|
|
2020
Q1 | $23K | Buy |
679
+54
| +9% | +$1.83K | ﹤0.01% | 451 |
|
|
2019
Q4 | $32K | Hold |
625
| – | – | ﹤0.01% | 472 |
|
|
2019
Q3 | $27K | Sell |
625
-108
| -15% | -$4.67K | ﹤0.01% | 481 |
|
|
2019
Q2 | $32K | Sell |
733
-500
| -41% | -$21.8K | ﹤0.01% | 454 |
|
|
2019
Q1 | $52K | Sell |
1,233
-742
| -38% | -$31.3K | ﹤0.01% | 401 |
|
|
2018
Q4 | $78K | Buy |
1,975
+1,375
| +229% | +$54.3K | ﹤0.01% | 353 |
|
|
2018
Q3 | $28K | Sell |
600
-600
| -50% | -$28K | ﹤0.01% | 468 |
|
|
2018
Q2 | $57K | Hold |
1,200
| – | – | ﹤0.01% | 417 |
|
|
2018
Q1 | $65K | Sell |
1,200
-1,600
| -57% | -$86.7K | ﹤0.01% | 411 |
|
|
2017
Q4 | $147K | Buy |
2,800
+1,524
| +119% | +$80K | ﹤0.01% | 314 |
|
|
2017
Q3 | $61K | Buy |
1,276
+76
| +6% | +$3.63K | ﹤0.01% | 406 |
|
|
2017
Q2 | $56K | Hold |
1,200
| – | – | ﹤0.01% | 409 |
|
|
2017
Q1 | $51K | Hold |
1,200
| – | – | ﹤0.01% | 407 |
|
|
2016
Q4 | $51K | Hold |
1,200
| – | – | ﹤0.01% | 387 |
|
|
2016
Q3 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 425 |
|
|
2016
Q2 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 440 |
|
|
2016
Q1 | $30K | Sell |
1,200
-2,305
| -66% | -$57.6K | ﹤0.01% | 450 |
|
|
2015
Q4 | $111K | Buy |
3,505
+200
| +6% | +$6.33K | ﹤0.01% | 333 |
|
|
2015
Q3 | $128K | Hold |
3,305
| – | – | ﹤0.01% | 329 |
|
|
2015
Q2 | $128K | Hold |
3,305
| – | – | ﹤0.01% | 329 |
|
|
2015
Q1 | $118K | Hold |
3,305
| – | – | ﹤0.01% | 348 |
|
|
2014
Q4 | $128K | Hold |
3,305
| – | – | ﹤0.01% | 329 |
|
|
2014
Q3 | $114K | Hold |
3,305
| – | – | ﹤0.01% | 327 |
|
|
2014
Q2 | $107K | Hold |
3,305
| – | – | ﹤0.01% | 350 |
|
|
2014
Q1 | $103K | Hold |
3,305
| – | – | ﹤0.01% | 338 |
|
|
2013
Q4 | $104K | Hold |
3,305
| – | – | ﹤0.01% | 327 |
|
|
2013
Q3 | $89K | Sell |
3,305
-2,875
| -47% | -$77.4K | ﹤0.01% | 321 |
|
|
2013
Q2 | $151K | Buy |
+6,180
| New | +$151K | ﹤0.01% | 281 |
|