LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
32,280
-280
| -0.9% | -$161K | 0.16% | 61 |
|
|
2025
Q1 | $17.4M | Sell |
32,560
-819
| -2% | -$437K | 0.17% | 61 |
|
|
2024
Q4 | $20.8M | Sell |
33,379
-201
| -0.6% | -$125K | 0.18% | 61 |
|
|
2024
Q3 | $19.8M | Sell |
33,580
-245
| -0.7% | -$145K | 0.18% | 61 |
|
|
2024
Q2 | $17.2M | Sell |
33,825
-58
| -0.2% | -$29.5K | 0.16% | 63 |
|
|
2024
Q1 | $17.5M | Sell |
33,883
-590
| -2% | -$304K | 0.17% | 62 |
|
|
2023
Q4 | $20.6M | Sell |
34,473
-403
| -1% | -$241K | 0.2% | 61 |
|
|
2023
Q3 | $17M | Sell |
34,876
-109
| -0.3% | -$53.1K | 0.19% | 63 |
|
|
2023
Q2 | $16.4M | Buy |
34,985
+146
| +0.4% | +$68.5K | 0.18% | 61 |
|
|
2023
Q1 | $19.5M | Sell |
34,839
-10
| -0% | -$5.6K | 0.22% | 60 |
|
|
2022
Q4 | $16.2M | Buy |
34,849
+31
| +0.1% | +$14.4K | 0.2% | 59 |
|
|
2022
Q3 | $14.7M | Sell |
34,818
-41
| -0.1% | -$17.3K | 0.19% | 59 |
|
|
2022
Q2 | $14.4M | Sell |
34,859
-156
| -0.4% | -$64.3K | 0.18% | 61 |
|
|
2022
Q1 | $17.6M | Sell |
35,015
-486
| -1% | -$244K | 0.18% | 61 |
|
|
2021
Q4 | $21.8M | Sell |
35,501
-255
| -0.7% | -$156K | 0.2% | 58 |
|
|
2021
Q3 | $21.8M | Sell |
35,756
-14
| -0% | -$8.52K | 0.22% | 58 |
|
|
2021
Q2 | $19.1M | Sell |
35,770
-40
| -0.1% | -$21.3K | 0.19% | 61 |
|
|
2021
Q1 | $15M | Sell |
35,810
-113
| -0.3% | -$47.4K | 0.17% | 62 |
|
|
2020
Q4 | $16M | Buy |
35,923
+428
| +1% | +$191K | 0.18% | 61 |
|
|
2020
Q3 | $12.7M | Sell |
35,495
-540
| -1% | -$193K | 0.16% | 61 |
|
|
2020
Q2 | $12M | Buy |
36,035
+10
| +0% | +$3.34K | 0.17% | 62 |
|
|
2020
Q1 | $10.4M | Sell |
36,025
-285
| -0.8% | -$82.4K | 0.17% | 61 |
|
|
2019
Q4 | $9.37M | Hold |
36,310
| – | – | 0.13% | 66 |
|
|
2019
Q3 | $7.91M | Buy |
36,310
+1
| +0% | +$218 | 0.11% | 69 |
|
|
2019
Q2 | $8.67M | Buy |
36,309
+2,519
| +7% | +$601K | 0.13% | 68 |
|
|
2019
Q1 | $6.72M | Buy |
+33,790
| New | +$6.72M | 0.1% | 83 |
|
|
2015
Q1 | – | Sell |
-148
| Closed | -$7K | – | 633 |
|
|
2014
Q4 | $7K | Hold |
148
| – | – | ﹤0.01% | 583 |
|
|
2014
Q3 | $7K | Hold |
148
| – | – | ﹤0.01% | 557 |
|
|
2014
Q2 | $7K | Hold |
148
| – | – | ﹤0.01% | 576 |
|
|
2014
Q1 | $6K | Buy |
+148
| New | +$6K | ﹤0.01% | 572 |
|