LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Hold |
300
| – | – | ﹤0.01% | 420 |
|
|
2025
Q1 | $25.5K | Hold |
300
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $36K | Hold |
300
| – | – | ﹤0.01% | 424 |
|
|
2024
Q3 | $36K | Hold |
300
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $39.5K | Hold |
300
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $29.4K | Hold |
300
| – | – | ﹤0.01% | 433 |
|
|
2023
Q4 | $26.2K | Hold |
300
| – | – | ﹤0.01% | 447 |
|
|
2023
Q3 | $22.4K | Hold |
300
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $22.9K | Hold |
300
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $19.2K | Buy |
+300
| New | +$19.2K | ﹤0.01% | 474 |
|
|
2022
Q1 | – | Sell |
-88
| Closed | -$8K | – | 690 |
|
|
2021
Q4 | $8K | Hold |
88
| – | – | ﹤0.01% | 631 |
|
|
2021
Q3 | $8K | Hold |
88
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $7K | Buy |
+88
| New | +$7K | ﹤0.01% | 700 |
|