LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
3,388
-151
| -4% | -$33K | 0.01% | 179 |
|
|
2025
Q1 | $465K | Buy |
3,539
+333
| +10% | +$43.8K | ﹤0.01% | 215 |
|
|
2024
Q4 | $507K | Buy |
3,206
+648
| +25% | +$103K | ﹤0.01% | 215 |
|
|
2024
Q3 | $446K | Sell |
2,558
-98
| -4% | -$17.1K | ﹤0.01% | 223 |
|
|
2024
Q2 | $379K | Buy |
2,656
+144
| +6% | +$20.5K | ﹤0.01% | 220 |
|
|
2024
Q1 | $288K | Buy |
2,512
+304
| +14% | +$34.8K | ﹤0.01% | 240 |
|
|
2023
Q4 | $247K | Sell |
2,208
-502
| -19% | -$56.1K | ﹤0.01% | 259 |
|
|
2023
Q3 | $290K | Buy |
2,710
+1,090
| +67% | +$116K | ﹤0.01% | 242 |
|
|
2023
Q2 | $193K | Buy |
1,620
+4
| +0.2% | +$476 | ﹤0.01% | 298 |
|
|
2023
Q1 | $150K | Sell |
1,616
-170
| -10% | -$15.8K | ﹤0.01% | 304 |
|
|
2022
Q4 | $146K | Sell |
1,786
-1,017
| -36% | -$83.1K | ﹤0.01% | 303 |
|
|
2022
Q3 | $171K | Sell |
2,803
-151
| -5% | -$9.21K | ﹤0.01% | 300 |
|
|
2022
Q2 | $206K | Buy |
2,954
+1,168
| +65% | +$81.5K | ﹤0.01% | 286 |
|
|
2022
Q1 | $148K | Hold |
1,786
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $156K | Buy |
1,786
+307
| +21% | +$26.8K | ﹤0.01% | 343 |
|
|
2021
Q3 | $129K | Sell |
1,479
-104
| -7% | -$9.07K | ﹤0.01% | 354 |
|
|
2021
Q2 | $123K | Buy |
+1,583
| New | +$123K | ﹤0.01% | 373 |
|
|
2021
Q1 | – | Sell |
-1,272
| Closed | -$82K | – | 577 |
|
|
2020
Q4 | $82K | Buy |
1,272
+804
| +172% | +$51.8K | ﹤0.01% | 378 |
|
|
2020
Q3 | $28K | Buy |
468
+130
| +38% | +$7.78K | ﹤0.01% | 442 |
|
|
2020
Q2 | $19K | Sell |
338
-300
| -47% | -$16.9K | ﹤0.01% | 454 |
|
|
2020
Q1 | $31K | Sell |
638
-2,890
| -82% | -$140K | ﹤0.01% | 418 |
|
|
2019
Q4 | $187K | Sell |
3,528
-1,576
| -31% | -$83.5K | ﹤0.01% | 277 |
|
|
2019
Q3 | $281K | Sell |
5,104
-85
| -2% | -$4.68K | ﹤0.01% | 228 |
|
|
2019
Q2 | $296K | Hold |
5,189
| – | – | ﹤0.01% | 231 |
|
|
2019
Q1 | $279K | Buy |
5,189
+671
| +15% | +$36.1K | ﹤0.01% | 231 |
|
|
2018
Q4 | $204K | Sell |
4,518
-358
| -7% | -$16.2K | ﹤0.01% | 249 |
|
|
2018
Q3 | $251K | Hold |
4,876
| – | – | ﹤0.01% | 248 |
|
|
2018
Q2 | $215K | Hold |
4,876
| – | – | ﹤0.01% | 269 |
|
|
2018
Q1 | $223K | Hold |
4,876
| – | – | ﹤0.01% | 264 |
|
|
2017
Q4 | $231K | Hold |
4,876
| – | – | ﹤0.01% | 268 |
|
|
2017
Q3 | $236K | Sell |
4,876
-74
| -1% | -$3.58K | ﹤0.01% | 264 |
|
|
2017
Q2 | $247K | Hold |
4,950
| – | – | ﹤0.01% | 254 |
|
|
2017
Q1 | $221K | Sell |
4,950
-100
| -2% | -$4.47K | ﹤0.01% | 267 |
|
|
2016
Q4 | $194K | Sell |
5,050
-181
| -3% | -$6.95K | ﹤0.01% | 270 |
|
|
2016
Q3 | $205K | Sell |
5,231
-650
| -11% | -$25.5K | ﹤0.01% | 259 |
|
|
2016
Q2 | $241K | Sell |
5,881
-1,442
| -20% | -$59.1K | 0.01% | 242 |
|
|
2016
Q1 | $300K | Hold |
7,323
| – | – | 0.01% | 218 |
|
|
2015
Q4 | $268K | Sell |
7,323
-3,230
| -31% | -$118K | 0.01% | 240 |
|
|
2015
Q3 | $425K | Hold |
10,553
| – | – | 0.01% | 214 |
|
|
2015
Q2 | $425K | Sell |
10,553
-609
| -5% | -$24.5K | 0.01% | 214 |
|
|
2015
Q1 | $482K | Sell |
11,162
-500
| -4% | -$21.6K | 0.01% | 213 |
|
|
2014
Q4 | $524K | Buy |
11,662
+500
| +4% | +$22.5K | 0.01% | 195 |
|
|
2014
Q3 | $427K | Sell |
11,162
-1,126
| -9% | -$43.1K | 0.01% | 200 |
|
|
2014
Q2 | $498K | Buy |
12,288
+491
| +4% | +$19.9K | 0.01% | 192 |
|
|
2014
Q1 | $483K | Sell |
11,797
-5,573
| -32% | -$228K | 0.01% | 189 |
|
|
2013
Q4 | $665K | Sell |
17,370
-200
| -1% | -$7.66K | 0.02% | 171 |
|
|
2013
Q3 | $583K | Sell |
17,570
-750
| -4% | -$24.9K | 0.02% | 172 |
|
|
2013
Q2 | $563K | Buy |
+18,320
| New | +$563K | 0.02% | 184 |
|