Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco QQQ Trust QQQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.33M	Sell
2025 Q2	$3.01M	Hold
2025 Q1	$2.48M	Hold
2024 Q4	$2.81M	Buy
2024 Q3	$2.64M	Sell
2024 Q2	$2.69M	Hold
2024 Q1	$2.27M	Hold
2023 Q4	$2.26M	Sell
2023 Q3	$1.98M	Hold
2023 Q2	$2.01M	Sell
2023 Q1	$1.84M	Sell
2022 Q4	$1.55M	Hold
2022 Q3	$1.56M	Hold
2022 Q2	$1.63M	Buy
2022 Q1	$1.92M	Sell
2021 Q4	$2.32M	Sell
2021 Q3	$2.4M	Sell
2021 Q2	$2.44M	Sell
2021 Q1	$2.4M	Sell
2020 Q4	$2.66M	Sell
2020 Q3	$2.55M	Buy
2020 Q2	$2.13M	Sell
2020 Q1	$2.03M	Buy
2019 Q4	$1.88M	Buy
2019 Q3	$1.66M	Hold
2019 Q2	$1.64M	Buy
2019 Q1	$1.14M	Sell
2018 Q4	$1.05M	Hold
2018 Q3	$1.26M	Hold
2018 Q2	$1.17M	Hold
2018 Q1	$1.09M	Sell
2017 Q4	$1.23M	Sell
2017 Q3	$1.24M	Hold
2017 Q2	$1.22M	Hold
2017 Q1	$1.13M	Buy
2016 Q4	$79K	Hold
2016 Q3	$79K	Sell
2016 Q2	$104K	Hold
2016 Q1	$106K	Buy
2015 Q4	$67K	Sell
2015 Q3	$1.12M	Hold
2015 Q2	$1.12M	Sell
2015 Q1	$1.52M	Hold
2014 Q4	$1.49M	Hold
2014 Q3	$1.43M	Hold
2014 Q2	$1.35M	Sell
2014 Q1	$1.29M	Sell
2013 Q4	$1.62M	Sell
2013 Q3	$2.23M	Sell
2013 Q2	$3.99M	Buy