LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
1,155
| – | – | ﹤0.01% | 263 |
|
|
2025
Q1 | $191K | Hold |
1,155
| – | – | ﹤0.01% | 274 |
|
|
2024
Q4 | $232K | Hold |
1,155
| – | – | ﹤0.01% | 269 |
|
|
2024
Q3 | $225K | Hold |
1,155
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $188K | Hold |
1,155
| – | – | ﹤0.01% | 276 |
|
|
2024
Q1 | $168K | Hold |
1,155
| – | – | ﹤0.01% | 288 |
|
|
2023
Q4 | $160K | Hold |
1,155
| – | – | ﹤0.01% | 298 |
|
|
2023
Q3 | $137K | Sell |
1,155
-350
| -23% | -$41.5K | ﹤0.01% | 317 |
|
|
2023
Q2 | $186K | Buy |
1,505
+100
| +7% | +$12.4K | ﹤0.01% | 301 |
|
|
2023
Q1 | $168K | Sell |
1,405
-91
| -6% | -$10.9K | ﹤0.01% | 289 |
|
|
2022
Q4 | $217K | Hold |
1,496
| – | – | ﹤0.01% | 275 |
|
|
2022
Q3 | $264K | Hold |
1,496
| – | – | ﹤0.01% | 258 |
|
|
2022
Q2 | $238K | Buy |
1,496
+656
| +78% | +$104K | ﹤0.01% | 267 |
|
|
2022
Q1 | $142K | Hold |
840
| – | – | ﹤0.01% | 335 |
|
|
2021
Q4 | $129K | Hold |
840
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $125K | Sell |
840
-37
| -4% | -$5.51K | ﹤0.01% | 364 |
|
|
2021
Q2 | $127K | Buy |
+877
| New | +$127K | ﹤0.01% | 368 |
|
|
2021
Q1 | – | Sell |
-840
| Closed | -$107K | – | 551 |
|
|
2020
Q4 | $107K | Hold |
840
| – | – | ﹤0.01% | 344 |
|
|
2020
Q3 | $77K | Hold |
840
| – | – | ﹤0.01% | 349 |
|
|
2020
Q2 | $87K | Hold |
840
| – | – | ﹤0.01% | 322 |
|
|
2020
Q1 | $87K | Hold |
840
| – | – | ﹤0.01% | 308 |
|
|
2019
Q4 | $143K | Hold |
840
| – | – | ﹤0.01% | 305 |
|
|
2019
Q3 | $133K | Hold |
840
| – | – | ﹤0.01% | 301 |
|
|
2019
Q2 | $143K | Hold |
840
| – | – | ﹤0.01% | 296 |
|
|
2019
Q1 | $132K | Hold |
840
| – | – | ﹤0.01% | 298 |
|
|
2018
Q4 | $120K | Hold |
840
| – | – | ﹤0.01% | 304 |
|
|
2018
Q3 | $138K | Hold |
840
| – | – | ﹤0.01% | 310 |
|
|
2018
Q2 | $143K | Hold |
840
| – | – | ﹤0.01% | 308 |
|
|
2018
Q1 | $155K | Hold |
840
| – | – | ﹤0.01% | 302 |
|
|
2017
Q4 | $144K | Hold |
840
| – | – | ﹤0.01% | 318 |
|
|
2017
Q3 | $135K | Hold |
840
| – | – | ﹤0.01% | 322 |
|
|
2017
Q2 | $137K | Hold |
840
| – | – | ﹤0.01% | 314 |
|
|
2017
Q1 | $130K | Hold |
840
| – | – | ﹤0.01% | 321 |
|
|
2016
Q4 | $131K | Hold |
840
| – | – | ﹤0.01% | 313 |
|
|
2016
Q3 | $98K | Hold |
840
| – | – | ﹤0.01% | 335 |
|
|
2016
Q2 | $99K | Hold |
840
| – | – | ﹤0.01% | 326 |
|
|
2016
Q1 | $93K | Sell |
840
-393
| -32% | -$43.5K | ﹤0.01% | 321 |
|
|
2015
Q4 | $149K | Buy |
1,233
+393
| +47% | +$47.5K | ﹤0.01% | 291 |
|
|
2015
Q3 | $105K | Hold |
840
| – | – | ﹤0.01% | 350 |
|
|
2015
Q2 | $105K | Hold |
840
| – | – | ﹤0.01% | 350 |
|
|
2015
Q1 | $107K | Hold |
840
| – | – | ﹤0.01% | 359 |
|
|
2014
Q4 | $106K | Hold |
840
| – | – | ﹤0.01% | 354 |
|
|
2014
Q3 | $104K | Sell |
840
-179
| -18% | -$22.2K | ﹤0.01% | 341 |
|
|
2014
Q2 | $126K | Hold |
1,019
| – | – | ﹤0.01% | 328 |
|
|
2014
Q1 | $124K | Hold |
1,019
| – | – | ﹤0.01% | 314 |
|
|
2013
Q4 | $119K | Hold |
1,019
| – | – | ﹤0.01% | 311 |
|
|
2013
Q3 | $114K | Hold |
1,019
| – | – | ﹤0.01% | 296 |
|
|
2013
Q2 | $114K | Buy |
+1,019
| New | +$114K | ﹤0.01% | 311 |
|