LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Public Storage PSA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PSA Stock Details PSA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.3K	Hold	100	–	–	﹤0.01%	427
2025 Q1	$29.5K	Hold	100	–	–	﹤0.01%	415
2024 Q4	$29.7K	Hold	100	–	–	﹤0.01%	435
2024 Q3	$33.8K	Hold	100	–	–	﹤0.01%	423
2024 Q2	$30.6K	Hold	100	–	–	﹤0.01%	425
2024 Q1	$26.1K	Hold	100	–	–	﹤0.01%	440
2023 Q4	$28.3K	Hold	100	–	–	﹤0.01%	439
2023 Q3	$24.8K	Sell	100 -937	-90%	-$233K	﹤0.01%	466
2023 Q2	$303K	Hold	1,037	–	–	﹤0.01%	248
2023 Q1	$313K	Hold	1,037	–	–	﹤0.01%	234
2022 Q4	$291K	Hold	1,037	–	–	﹤0.01%	244
2022 Q3	$304K	Hold	1,037	–	–	﹤0.01%	247
2022 Q2	$324K	Sell	1,037 -546	-34%	-$171K	﹤0.01%	243
2022 Q1	$618K	Hold	1,583	–	–	0.01%	196
2021 Q4	$593K	Hold	1,583	–	–	0.01%	214
2021 Q3	$470K	Hold	1,583	–	–	﹤0.01%	225
2021 Q2	$476K	Buy	+1,583	New	+$476K	﹤0.01%	229
2021 Q1	–	Sell	-100	Closed	-$23K	–	601
2020 Q4	$23K	Hold	100	–	–	﹤0.01%	495
2020 Q3	$22K	Hold	100	–	–	﹤0.01%	461
2020 Q2	$19K	Hold	100	–	–	﹤0.01%	456
2020 Q1	$20K	Hold	100	–	–	﹤0.01%	465
2019 Q4	$21K	Hold	100	–	–	﹤0.01%	535
2019 Q3	$25K	Hold	100	–	–	﹤0.01%	495
2019 Q2	$24K	Hold	100	–	–	﹤0.01%	493
2019 Q1	$22K	Hold	100	–	–	﹤0.01%	517
2018 Q4	$20K	Hold	100	–	–	﹤0.01%	521
2018 Q3	$20K	Hold	100	–	–	﹤0.01%	494
2018 Q2	$23K	Hold	100	–	–	﹤0.01%	494
2018 Q1	$20K	Hold	100	–	–	﹤0.01%	540
2017 Q4	$21K	Sell	100 -1	-1%	-$210	﹤0.01%	515
2017 Q3	$22K	Sell	101 -9	-8%	-$1.96K	﹤0.01%	497
2017 Q2	$23K	Buy	110 +10	+10%	+$2.09K	﹤0.01%	481
2017 Q1	$22K	Hold	100	–	–	﹤0.01%	484
2016 Q4	$22K	Hold	100	–	–	﹤0.01%	468
2016 Q3	$22K	Hold	100	–	–	﹤0.01%	474
2016 Q2	$26K	Hold	100	–	–	﹤0.01%	460
2016 Q1	$28K	Hold	100	–	–	﹤0.01%	457
2015 Q4	$25K	Hold	100	–	–	﹤0.01%	494
2015 Q3	$18K	Hold	100	–	–	﹤0.01%	496
2015 Q2	$18K	Hold	100	–	–	﹤0.01%	496
2015 Q1	$20K	Hold	100	–	–	﹤0.01%	507
2014 Q4	$18K	Hold	100	–	–	﹤0.01%	509
2014 Q3	$17K	Buy	+100	New	+$17K	﹤0.01%	488