Loring Wolcott & Coolidge Fiduciary Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.27M | Buy |
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|
2025
Q2 | $2.77M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.8M | Buy |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.45M | Hold |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $2.07M | Hold |
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|
2021
Q3 | $1.87M | Sell |
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|
2021
Q2 | $1.81M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.04M | Hold |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $929K | Hold |
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|
2020
Q1 | $691K | Sell |
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|
2019
Q4 | $798K | Hold |
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|
2019
Q3 | $716K | Buy |
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|
2019
Q2 | $535K | Hold |
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|
2019
Q1 | $494K | Sell |
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|
2018
Q4 | $415K | Sell |
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|
2018
Q3 | $489K | Hold |
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|
2018
Q2 | $511K | Buy |
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|
2018
Q1 | $88K | Hold |
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|
2017
Q4 | $78K | Hold |
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|
2017
Q3 | $72K | Hold |
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|
2017
Q2 | $71K | Hold |
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|
2017
Q1 | $60K | Hold |
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|
2016
Q4 | $50K | Hold |
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|
2016
Q3 | $58K | Hold |
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|
2016
Q2 | $50K | Buy |
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