LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9K | Hold |
35
| – | – | ﹤0.01% | 434 |
|
|
2025
Q1 | $20.7K | Hold |
35
| – | – | ﹤0.01% | 441 |
|
|
2024
Q4 | $18K | Hold |
35
| – | – | ﹤0.01% | 459 |
|
|
2024
Q3 | $13.2K | Hold |
35
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $10.4K | Sell |
35
-75
| -68% | -$22.4K | ﹤0.01% | 488 |
|
|
2024
Q1 | $29.9K | Hold |
110
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $23.7K | Hold |
110
| – | – | ﹤0.01% | 452 |
|
|
2023
Q3 | $18.4K | Hold |
110
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $17.7K | Hold |
110
| – | – | ﹤0.01% | 512 |
|
|
2023
Q1 | $14.7K | Hold |
110
| – | – | ﹤0.01% | 493 |
|
|
2022
Q4 | $8.68K | Hold |
110
| – | – | ﹤0.01% | 509 |
|
|
2022
Q3 | $9K | Hold |
110
| – | – | ﹤0.01% | 530 |
|
|
2022
Q2 | $10K | Hold |
110
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $17K | Sell |
110
-207
| -65% | -$32K | ﹤0.01% | 522 |
|
|
2021
Q4 | $74K | Hold |
317
| – | – | ﹤0.01% | 426 |
|
|
2021
Q3 | $71K | Buy |
317
+20
| +7% | +$4.48K | ﹤0.01% | 425 |
|
|
2021
Q2 | $82K | Buy |
+297
| New | +$82K | ﹤0.01% | 424 |
|
|
2021
Q1 | – | Sell |
-110
| Closed | -$35K | – | 645 |
|
|
2020
Q4 | $35K | Hold |
110
| – | – | ﹤0.01% | 459 |
|
|
2020
Q3 | $27K | Hold |
110
| – | – | ﹤0.01% | 445 |
|
|
2020
Q2 | $28K | Hold |
110
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $13K | Buy |
110
+35
| +47% | +$4.14K | ﹤0.01% | 519 |
|
|
2019
Q4 | $11K | Hold |
75
| – | – | ﹤0.01% | 577 |
|
|
2019
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 576 |
|
|
2019
Q2 | $11K | Hold |
75
| – | – | ﹤0.01% | 555 |
|
|
2019
Q1 | $10K | Hold |
75
| – | – | ﹤0.01% | 560 |
|
|
2018
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 570 |
|
|
2018
Q3 | $14K | Hold |
75
| – | – | ﹤0.01% | 516 |
|
|
2018
Q2 | $13K | Buy |
+75
| New | +$13K | ﹤0.01% | 536 |
|