LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.4K | Sell |
1,105
-300
| -21% | -$17.5K | ﹤0.01% | 379 |
|
|
2025
Q1 | $74.7K | Sell |
1,405
-70
| -5% | -$3.72K | ﹤0.01% | 355 |
|
|
2024
Q4 | $61.3K | Sell |
1,475
-800
| -35% | -$33.3K | ﹤0.01% | 378 |
|
|
2024
Q3 | $112K | Sell |
2,275
-10
| -0.4% | -$493 | ﹤0.01% | 330 |
|
|
2024
Q2 | $110K | Buy |
2,285
+800
| +54% | +$38.7K | ﹤0.01% | 326 |
|
|
2024
Q1 | $55.6K | Hold |
1,485
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $51.2K | Hold |
1,485
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $56.4K | Hold |
1,485
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $63.4K | Hold |
1,485
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $72.8K | Hold |
1,485
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $70.1K | Hold |
1,485
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $62K | Hold |
1,485
| – | – | ﹤0.01% | 386 |
|
|
2022
Q2 | $89K | Hold |
1,485
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $118K | Sell |
1,485
-244
| -14% | -$19.4K | ﹤0.01% | 358 |
|
|
2021
Q4 | $107K | Sell |
1,729
-90
| -5% | -$5.57K | ﹤0.01% | 380 |
|
|
2021
Q3 | $99K | Sell |
1,819
-1,597
| -47% | -$86.9K | ﹤0.01% | 386 |
|
|
2021
Q2 | $217K | Sell |
3,416
-154
| -4% | -$9.78K | ﹤0.01% | 305 |
|
|
2021
Q1 | $215K | Buy |
3,570
+1,351
| +61% | +$81.4K | ﹤0.01% | 287 |
|
|
2020
Q4 | $133K | Buy |
2,219
+370
| +20% | +$22.2K | ﹤0.01% | 316 |
|
|
2020
Q3 | $117K | Hold |
1,849
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $114K | Sell |
1,849
-1,614
| -47% | -$99.5K | ﹤0.01% | 295 |
|
|
2020
Q1 | $157K | Sell |
3,463
-2,465
| -42% | -$112K | ﹤0.01% | 253 |
|
|
2019
Q4 | $258K | Sell |
5,928
-2,360
| -28% | -$103K | ﹤0.01% | 247 |
|
|
2019
Q3 | $314K | Buy |
8,288
+4,904
| +145% | +$186K | ﹤0.01% | 221 |
|
|
2019
Q2 | $130K | Buy |
3,384
+327
| +11% | +$12.6K | ﹤0.01% | 308 |
|
|
2019
Q1 | $109K | Buy |
3,057
+57
| +2% | +$2.03K | ﹤0.01% | 316 |
|
|
2018
Q4 | $104K | Buy |
+3,000
| New | +$104K | ﹤0.01% | 317 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$23K | – | 776 |
|
|
2017
Q4 | $23K | Sell |
600
-300
| -33% | -$11.5K | ﹤0.01% | 507 |
|
|
2017
Q3 | $34K | Hold |
900
| – | – | ﹤0.01% | 462 |
|
|
2017
Q2 | $33K | Hold |
900
| – | – | ﹤0.01% | 451 |
|
|
2017
Q1 | $30K | Hold |
900
| – | – | ﹤0.01% | 459 |
|
|
2016
Q4 | $31K | Hold |
900
| – | – | ﹤0.01% | 437 |
|
|
2016
Q3 | $35K | Hold |
900
| – | – | ﹤0.01% | 433 |
|
|
2016
Q2 | $35K | Hold |
900
| – | – | ﹤0.01% | 431 |
|
|
2016
Q1 | $24K | Hold |
900
| – | – | ﹤0.01% | 468 |
|
|
2015
Q4 | $16K | Buy |
900
+300
| +50% | +$5.33K | ﹤0.01% | 528 |
|
|
2015
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 518 |
|
|
2015
Q2 | $14K | Hold |
600
| – | – | ﹤0.01% | 518 |
|
|
2015
Q1 | $13K | Hold |
600
| – | – | ﹤0.01% | 544 |
|
|
2014
Q4 | $11K | Sell |
600
-1,000
| -63% | -$18.3K | ﹤0.01% | 547 |
|
|
2014
Q3 | $37K | Sell |
1,600
-1,678
| -51% | -$38.8K | ﹤0.01% | 442 |
|
|
2014
Q2 | $83K | Sell |
3,278
-1,426
| -30% | -$36.1K | ﹤0.01% | 381 |
|
|
2014
Q1 | $110K | Sell |
4,704
-86
| -2% | -$2.01K | ﹤0.01% | 329 |
|
|
2013
Q4 | $110K | Buy |
4,790
+822
| +21% | +$18.9K | ﹤0.01% | 318 |
|
|
2013
Q3 | $112K | Hold |
3,968
| – | – | ﹤0.01% | 298 |
|
|
2013
Q2 | $119K | Buy |
+3,968
| New | +$119K | ﹤0.01% | 306 |
|