LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48K | Hold |
400
| – | – | ﹤0.01% | 505 |
|
|
2025
Q1 | $3.19K | Hold |
400
| – | – | ﹤0.01% | 516 |
|
|
2024
Q4 | $4.34K | Hold |
400
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $4.11K | Hold |
400
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $6.46K | Hold |
400
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $4.46K | Hold |
400
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $6.36K | Hold |
400
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $4.17K | Hold |
400
| – | – | ﹤0.01% | 559 |
|
|
2023
Q2 | $4.74K | Hold |
400
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $4.48K | Hold |
400
| – | – | ﹤0.01% | 551 |
|
|
2022
Q4 | $3.58K | Hold |
400
| – | – | ﹤0.01% | 540 |
|
|
2022
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 562 |
|
|
2022
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 579 |
|
|
2022
Q1 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 535 |
|
|
2021
Q1 | – | Sell |
-3,500
| Closed | -$175K | – | 636 |
|
|
2020
Q4 | $175K | Hold |
3,500
| – | – | ﹤0.01% | 289 |
|
|
2020
Q3 | $91K | Buy |
3,500
+3,000
| +600% | +$78K | ﹤0.01% | 340 |
|
|
2020
Q2 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 492 |
|
|
2018
Q3 | – | Sell |
-700
| Closed | -$9K | – | 676 |
|
|
2018
Q2 | $9K | Hold |
700
| – | – | ﹤0.01% | 554 |
|
|
2018
Q1 | $11K | Hold |
700
| – | – | ﹤0.01% | 579 |
|
|
2017
Q4 | $10K | Hold |
700
| – | – | ﹤0.01% | 571 |
|
|
2017
Q3 | $10K | Hold |
700
| – | – | ﹤0.01% | 560 |
|
|
2017
Q2 | $10K | Hold |
700
| – | – | ﹤0.01% | 549 |
|
|
2017
Q1 | $16K | Buy |
+700
| New | +$16K | ﹤0.01% | 511 |
|