LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
5,261
-62
| -1% | -$32.7K | 0.02% | 112 |
|
|
2025
Q1 | $2.5M | Sell |
5,323
-69
| -1% | -$32.4K | 0.02% | 114 |
|
|
2024
Q4 | $2.81M | Sell |
5,392
-209
| -4% | -$109K | 0.02% | 119 |
|
|
2024
Q3 | $2.76M | Sell |
5,601
-124
| -2% | -$61.2K | 0.02% | 123 |
|
|
2024
Q2 | $2.8M | Buy |
5,725
+2,962
| +107% | +$1.45M | 0.03% | 107 |
|
|
2024
Q1 | $1.15M | Sell |
2,763
-582
| -17% | -$243K | 0.01% | 139 |
|
|
2023
Q4 | $1.5M | Sell |
3,345
-234
| -7% | -$105K | 0.01% | 129 |
|
|
2023
Q3 | $1.35M | Sell |
3,579
-558
| -13% | -$210K | 0.02% | 130 |
|
|
2023
Q2 | $1.66M | Buy |
4,137
+72
| +2% | +$28.9K | 0.02% | 124 |
|
|
2023
Q1 | $1.4M | Buy |
4,065
+81
| +2% | +$27.9K | 0.02% | 132 |
|
|
2022
Q4 | $1.33M | Sell |
3,984
-762
| -16% | -$255K | 0.02% | 135 |
|
|
2022
Q3 | $1.45M | Hold |
4,746
| – | – | 0.02% | 128 |
|
|
2022
Q2 | $1.6M | Sell |
4,746
-438
| -8% | -$148K | 0.02% | 124 |
|
|
2022
Q1 | $2.13M | Buy |
5,184
+789
| +18% | +$324K | 0.02% | 117 |
|
|
2021
Q4 | $2.07M | Hold |
4,395
| – | – | 0.02% | 126 |
|
|
2021
Q3 | $1.87M | Sell |
4,395
-26
| -0.6% | -$11K | 0.02% | 126 |
|
|
2021
Q2 | $1.82M | Buy |
4,421
+887
| +25% | +$364K | 0.02% | 131 |
|
|
2021
Q1 | $1.25M | Buy |
3,534
+376
| +12% | +$133K | 0.01% | 148 |
|
|
2020
Q4 | $1.04M | Hold |
3,158
| – | – | 0.01% | 156 |
|
|
2020
Q3 | $1.14M | Buy |
3,158
+337
| +12% | +$122K | 0.01% | 135 |
|
|
2020
Q2 | $929K | Hold |
2,821
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $691K | Sell |
2,821
-100
| -3% | -$24.5K | 0.01% | 149 |
|
|
2019
Q4 | $798K | Hold |
2,921
| – | – | 0.01% | 171 |
|
|
2019
Q3 | $716K | Buy |
2,921
+573
| +24% | +$140K | 0.01% | 175 |
|
|
2019
Q2 | $535K | Hold |
2,348
| – | – | 0.01% | 190 |
|
|
2019
Q1 | $494K | Sell |
2,348
-95
| -4% | -$20K | 0.01% | 193 |
|
|
2018
Q4 | $415K | Sell |
2,443
-62
| -2% | -$10.5K | 0.01% | 206 |
|
|
2018
Q3 | $489K | Hold |
2,505
| – | – | 0.01% | 205 |
|
|
2018
Q2 | $511K | Buy |
2,505
+2,043
| +442% | +$417K | 0.01% | 201 |
|
|
2018
Q1 | $88K | Hold |
462
| – | – | ﹤0.01% | 384 |
|
|
2017
Q4 | $78K | Hold |
462
| – | – | ﹤0.01% | 390 |
|
|
2017
Q3 | $72K | Hold |
462
| – | – | ﹤0.01% | 391 |
|
|
2017
Q2 | $71K | Hold |
462
| – | – | ﹤0.01% | 387 |
|
|
2017
Q1 | $60K | Hold |
462
| – | – | ﹤0.01% | 396 |
|
|
2016
Q4 | $50K | Hold |
462
| – | – | ﹤0.01% | 391 |
|
|
2016
Q3 | $58K | Hold |
462
| – | – | ﹤0.01% | 383 |
|
|
2016
Q2 | $50K | Buy |
+462
| New | +$50K | ﹤0.01% | 394 |
|