LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s NetEase NTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.2K | Hold |
700
| – | – | ﹤0.01% | 350 |
|
|
2025
Q1 | $72.6K | Sell |
700
-265
| -27% | -$27.5K | ﹤0.01% | 357 |
|
|
2024
Q4 | $98.4K | Hold |
965
| – | – | ﹤0.01% | 341 |
|
|
2024
Q3 | $76.1K | Sell |
965
-225
| -19% | -$17.8K | ﹤0.01% | 362 |
|
|
2024
Q2 | $111K | Hold |
1,190
| – | – | ﹤0.01% | 325 |
|
|
2024
Q1 | $113K | Hold |
1,190
| – | – | ﹤0.01% | 322 |
|
|
2023
Q4 | $116K | Sell |
1,190
-185
| -13% | -$18.1K | ﹤0.01% | 333 |
|
|
2023
Q3 | $151K | Hold |
1,375
| – | – | ﹤0.01% | 311 |
|
|
2023
Q2 | $133K | Hold |
1,375
| – | – | ﹤0.01% | 335 |
|
|
2023
Q1 | $122K | Hold |
1,375
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $99.9K | Sell |
1,375
-1,012
| -42% | -$73.5K | ﹤0.01% | 343 |
|
|
2022
Q3 | $180K | Hold |
2,387
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $223K | Hold |
2,387
| – | – | ﹤0.01% | 274 |
|
|
2022
Q1 | $214K | Hold |
2,387
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $243K | Sell |
2,387
-103
| -4% | -$10.5K | ﹤0.01% | 292 |
|
|
2021
Q3 | $213K | Hold |
2,490
| – | – | ﹤0.01% | 302 |
|
|
2021
Q2 | $287K | Hold |
2,490
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $257K | Hold |
2,490
| – | – | ﹤0.01% | 266 |
|
|
2020
Q4 | $238K | Buy |
2,490
+1,890
| +315% | +$181K | ﹤0.01% | 265 |
|
|
2020
Q3 | $273K | Hold |
600
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $258K | Hold |
600
| – | – | ﹤0.01% | 231 |
|
|
2020
Q1 | $193K | Sell |
600
-415
| -41% | -$133K | ﹤0.01% | 238 |
|
|
2019
Q4 | $311K | Hold |
1,015
| – | – | ﹤0.01% | 228 |
|
|
2019
Q3 | $270K | Hold |
1,015
| – | – | ﹤0.01% | 231 |
|
|
2019
Q2 | $260K | Hold |
1,015
| – | – | ﹤0.01% | 237 |
|
|
2019
Q1 | $245K | Hold |
1,015
| – | – | ﹤0.01% | 242 |
|
|
2018
Q4 | $239K | Hold |
1,015
| – | – | ﹤0.01% | 241 |
|
|
2018
Q3 | $232K | Buy |
1,015
+80
| +9% | +$18.3K | ﹤0.01% | 256 |
|
|
2018
Q2 | $236K | Hold |
935
| – | – | ﹤0.01% | 259 |
|
|
2018
Q1 | $262K | Buy |
935
+555
| +146% | +$156K | ﹤0.01% | 249 |
|
|
2017
Q4 | $131K | Hold |
380
| – | – | ﹤0.01% | 334 |
|
|
2017
Q3 | $100K | Sell |
380
-180
| -32% | -$47.4K | ﹤0.01% | 361 |
|
|
2017
Q2 | $174K | Sell |
560
-135
| -19% | -$41.9K | ﹤0.01% | 287 |
|
|
2017
Q1 | $197K | Hold |
695
| – | – | ﹤0.01% | 275 |
|
|
2016
Q4 | $150K | Hold |
695
| – | – | ﹤0.01% | 298 |
|
|
2016
Q3 | $167K | Hold |
695
| – | – | ﹤0.01% | 280 |
|
|
2016
Q2 | $134K | Sell |
695
-130
| -16% | -$25.1K | ﹤0.01% | 300 |
|
|
2016
Q1 | $118K | Hold |
825
| – | – | ﹤0.01% | 300 |
|
|
2015
Q4 | $150K | Hold |
825
| – | – | ﹤0.01% | 289 |
|
|
2015
Q3 | $120K | Hold |
825
| – | – | ﹤0.01% | 336 |
|
|
2015
Q2 | $120K | Hold |
825
| – | – | ﹤0.01% | 336 |
|
|
2015
Q1 | $87K | Hold |
825
| – | – | ﹤0.01% | 377 |
|
|
2014
Q4 | $82K | Hold |
825
| – | – | ﹤0.01% | 376 |
|
|
2014
Q3 | $71K | Hold |
825
| – | – | ﹤0.01% | 372 |
|
|
2014
Q2 | $65K | Hold |
825
| – | – | ﹤0.01% | 407 |
|
|
2014
Q1 | $56K | Buy |
+825
| New | +$56K | ﹤0.01% | 404 |
|