LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
2,694
| – | – | ﹤0.01% | 210 |
|
|
2025
Q1 | $424K | Hold |
2,694
| – | – | ﹤0.01% | 222 |
|
|
2024
Q4 | $547K | Hold |
2,694
| – | – | ﹤0.01% | 208 |
|
|
2024
Q3 | $509K | Sell |
2,694
-50
| -2% | -$9.45K | ﹤0.01% | 215 |
|
|
2024
Q2 | $486K | Sell |
2,744
-50
| -2% | -$8.85K | ﹤0.01% | 208 |
|
|
2024
Q1 | $436K | Hold |
2,794
| – | – | ﹤0.01% | 212 |
|
|
2023
Q4 | $422K | Hold |
2,794
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $335K | Sell |
2,794
-100
| -3% | -$12K | ﹤0.01% | 229 |
|
|
2023
Q2 | $365K | Sell |
2,894
-242
| -8% | -$30.5K | ﹤0.01% | 235 |
|
|
2023
Q1 | $399K | Sell |
3,136
-351
| -10% | -$44.6K | ﹤0.01% | 216 |
|
|
2022
Q4 | $551K | Sell |
3,487
-1,276
| -27% | -$202K | 0.01% | 190 |
|
|
2022
Q3 | $712K | Sell |
4,763
-252
| -5% | -$37.7K | 0.01% | 169 |
|
|
2022
Q2 | $791K | Buy |
5,015
+595
| +13% | +$93.8K | 0.01% | 170 |
|
|
2022
Q1 | $815K | Sell |
4,420
-150
| -3% | -$27.7K | 0.01% | 177 |
|
|
2021
Q4 | $916K | Buy |
4,570
+452
| +11% | +$90.6K | 0.01% | 184 |
|
|
2021
Q3 | $806K | Sell |
4,118
-163
| -4% | -$31.9K | 0.01% | 186 |
|
|
2021
Q2 | $817K | Hold |
4,281
| – | – | 0.01% | 188 |
|
|
2021
Q1 | $751K | Sell |
4,281
-387
| -8% | -$67.9K | 0.01% | 177 |
|
|
2020
Q4 | $696K | Sell |
4,668
-980
| -17% | -$146K | 0.01% | 178 |
|
|
2020
Q3 | $621K | Sell |
5,648
-214
| -4% | -$23.5K | 0.01% | 173 |
|
|
2020
Q2 | $617K | Buy |
5,862
+59
| +1% | +$6.21K | 0.01% | 166 |
|
|
2020
Q1 | $555K | Sell |
5,803
-1,000
| -15% | -$95.6K | 0.01% | 167 |
|
|
2019
Q4 | $1.09M | Buy |
6,803
+700
| +11% | +$112K | 0.01% | 149 |
|
|
2019
Q3 | $855K | Sell |
6,103
-250
| -4% | -$35K | 0.01% | 164 |
|
|
2019
Q2 | $872K | Buy |
6,353
+1,300
| +26% | +$178K | 0.01% | 164 |
|
|
2019
Q1 | $620K | Buy |
5,053
+200
| +4% | +$24.5K | 0.01% | 180 |
|
|
2018
Q4 | $567K | Buy |
4,853
+1,614
| +50% | +$189K | 0.01% | 188 |
|
|
2018
Q3 | $441K | Hold |
3,239
| – | – | 0.01% | 210 |
|
|
2018
Q2 | $438K | Hold |
3,239
| – | – | 0.01% | 210 |
|
|
2018
Q1 | $490K | Hold |
3,239
| – | – | 0.01% | 201 |
|
|
2017
Q4 | $467K | Hold |
3,239
| – | – | 0.01% | 205 |
|
|
2017
Q3 | $437K | Buy |
3,239
+7
| +0.2% | +$944 | 0.01% | 207 |
|
|
2017
Q2 | $416K | Sell |
3,232
-12
| -0.4% | -$1.55K | 0.01% | 205 |
|
|
2017
Q1 | $390K | Buy |
3,244
+200
| +7% | +$24K | 0.01% | 207 |
|
|
2016
Q4 | $356K | Hold |
3,044
| – | – | 0.01% | 217 |
|
|
2016
Q3 | $274K | Sell |
3,044
-12
| -0.4% | -$1.08K | 0.01% | 236 |
|
|
2016
Q2 | $249K | Buy |
3,056
+24
| +0.8% | +$1.96K | 0.01% | 240 |
|
|
2016
Q1 | $256K | Hold |
3,032
| – | – | 0.01% | 225 |
|
|
2015
Q4 | $289K | Buy |
3,032
+1,150
| +61% | +$110K | 0.01% | 236 |
|
|
2015
Q3 | $180K | Hold |
1,882
| – | – | ﹤0.01% | 286 |
|
|
2015
Q2 | $180K | Hold |
1,882
| – | – | ﹤0.01% | 286 |
|
|
2015
Q1 | $175K | Hold |
1,882
| – | – | ﹤0.01% | 303 |
|
|
2014
Q4 | $172K | Buy |
1,882
+100
| +6% | +$9.14K | ﹤0.01% | 297 |
|
|
2014
Q3 | $153K | Hold |
1,782
| – | – | ﹤0.01% | 299 |
|
|
2014
Q2 | $159K | Hold |
1,782
| – | – | ﹤0.01% | 303 |
|
|
2014
Q1 | $155K | Hold |
1,782
| – | – | ﹤0.01% | 290 |
|
|
2013
Q4 | $138K | Hold |
1,782
| – | – | ﹤0.01% | 293 |
|
|
2013
Q3 | $129K | Hold |
1,782
| – | – | ﹤0.01% | 284 |
|
|
2013
Q2 | $130K | Buy |
+1,782
| New | +$130K | ﹤0.01% | 295 |
|