Loring Wolcott & Coolidge Fiduciary Advisors’s Adams Natural Resources Fund PEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24K | Hold |
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|
2025
Q2 | $23.7K | Hold |
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|
2025
Q1 | $22.5K | Sell |
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|
2024
Q4 | $103K | Sell |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $109K | Sell |
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|
2023
Q4 | $144K | Hold |
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|
2023
Q3 | $157K | Sell |
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|
2023
Q2 | $169K | Hold |
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|
2023
Q1 | $167K | Hold |
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|
2022
Q4 | $177K | Buy |
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|
2022
Q3 | $149K | Hold |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $160K | Hold |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $87K | Hold |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $126K | Hold |
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|
2019
Q3 | $121K | Buy |
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