LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Sell |
795
-40
| -5% | -$1.16K | ﹤0.01% | 444 |
|
|
2025
Q1 | $22.7K | Hold |
835
| – | – | ﹤0.01% | 435 |
|
|
2024
Q4 | $20.2K | Sell |
835
-404
| -33% | -$9.75K | ﹤0.01% | 452 |
|
|
2024
Q3 | $27.5K | Sell |
1,239
-628
| -34% | -$13.9K | ﹤0.01% | 432 |
|
|
2024
Q2 | $35.2K | Buy |
1,867
+1,192
| +177% | +$22.5K | ﹤0.01% | 422 |
|
|
2024
Q1 | $11K | Sell |
675
-2,820
| -81% | -$46K | ﹤0.01% | 490 |
|
|
2023
Q4 | $61.8K | Sell |
3,495
-900
| -20% | -$15.9K | ﹤0.01% | 386 |
|
|
2023
Q3 | $69.1K | Sell |
4,395
-9,546
| -68% | -$150K | ﹤0.01% | 393 |
|
|
2023
Q2 | $222K | Sell |
13,941
-7,204
| -34% | -$115K | ﹤0.01% | 286 |
|
|
2023
Q1 | $407K | Sell |
21,145
-5,857
| -22% | -$113K | ﹤0.01% | 214 |
|
|
2022
Q4 | $497K | Sell |
27,002
-2,069
| -7% | -$38.1K | 0.01% | 198 |
|
|
2022
Q3 | $446K | Sell |
29,071
-2,286
| -7% | -$35.1K | 0.01% | 208 |
|
|
2022
Q2 | $657K | Sell |
31,357
-3,981
| -11% | -$83.4K | 0.01% | 186 |
|
|
2022
Q1 | $835K | Sell |
35,338
-9,917
| -22% | -$234K | 0.01% | 173 |
|
|
2021
Q4 | $1.11M | Buy |
45,255
+17,867
| +65% | +$439K | 0.01% | 163 |
|
|
2021
Q3 | $740K | Buy |
27,388
+17,377
| +174% | +$470K | 0.01% | 190 |
|
|
2021
Q2 | $288K | Buy |
10,011
+1,701
| +20% | +$48.9K | ﹤0.01% | 273 |
|
|
2021
Q1 | $252K | Sell |
8,310
-4,470
| -35% | -$136K | ﹤0.01% | 270 |
|
|
2020
Q4 | $368K | Sell |
12,780
-1,413
| -10% | -$40.7K | ﹤0.01% | 233 |
|
|
2020
Q3 | $405K | Buy |
14,193
+1,454
| +11% | +$41.5K | 0.01% | 213 |
|
|
2020
Q2 | $385K | Sell |
12,739
-384
| -3% | -$11.6K | 0.01% | 200 |
|
|
2020
Q1 | $383K | Sell |
13,123
-222
| -2% | -$6.48K | 0.01% | 190 |
|
|
2019
Q4 | $522K | Sell |
13,345
-3,138
| -19% | -$123K | 0.01% | 202 |
|
|
2019
Q3 | $624K | Buy |
16,483
+3,730
| +29% | +$141K | 0.01% | 185 |
|
|
2019
Q2 | $427K | Sell |
12,753
-790
| -6% | -$26.5K | 0.01% | 208 |
|
|
2019
Q1 | $425K | Sell |
13,543
-141
| -1% | -$4.43K | 0.01% | 201 |
|
|
2018
Q4 | $391K | Sell |
13,684
-6,085
| -31% | -$174K | 0.01% | 209 |
|
|
2018
Q3 | $664K | Sell |
19,769
-10,007
| -34% | -$336K | 0.01% | 184 |
|
|
2018
Q2 | $956K | Sell |
29,776
-567
| -2% | -$18.2K | 0.02% | 162 |
|
|
2018
Q1 | $1.08M | Sell |
30,343
-1,012
| -3% | -$36.1K | 0.02% | 159 |
|
|
2017
Q4 | $1.22M | Sell |
31,355
-2,335
| -7% | -$90.8K | 0.02% | 151 |
|
|
2017
Q3 | $1.32M | Buy |
33,690
+188
| +0.6% | +$7.37K | 0.03% | 141 |
|
|
2017
Q2 | $1.31M | Sell |
33,502
-140
| -0.4% | -$5.46K | 0.03% | 138 |
|
|
2017
Q1 | $1.4M | Sell |
33,642
-707
| -2% | -$29.4K | 0.03% | 135 |
|
|
2016
Q4 | $1.46M | Buy |
34,349
+159
| +0.5% | +$6.76K | 0.03% | 133 |
|
|
2016
Q3 | $1.39M | Hold |
34,190
| – | – | 0.03% | 132 |
|
|
2016
Q2 | $1.48M | Buy |
34,190
+4,766
| +16% | +$206K | 0.03% | 129 |
|
|
2016
Q1 | $1.15M | Buy |
29,424
+1,282
| +5% | +$50.2K | 0.03% | 141 |
|
|
2015
Q4 | $968K | Sell |
28,142
-848
| -3% | -$29.2K | 0.02% | 158 |
|
|
2015
Q3 | $1.03M | Hold |
28,990
| – | – | 0.03% | 153 |
|
|
2015
Q2 | $1.03M | Sell |
28,990
-2,055
| -7% | -$73K | 0.03% | 153 |
|
|
2015
Q1 | $1.01M | Sell |
31,045
-645
| -2% | -$21.1K | 0.03% | 155 |
|
|
2014
Q4 | $1.06M | Sell |
31,690
-955
| -3% | -$32.1K | 0.03% | 152 |
|
|
2014
Q3 | $1.15M | Sell |
32,645
-2,477
| -7% | -$87.3K | 0.03% | 141 |
|
|
2014
Q2 | $1.24M | Buy |
35,122
+3,385
| +11% | +$120K | 0.03% | 136 |
|
|
2014
Q1 | $1.11M | Sell |
31,737
-89
| -0.3% | -$3.12K | 0.03% | 142 |
|
|
2013
Q4 | $1.12M | Buy |
31,826
+4,097
| +15% | +$144K | 0.03% | 140 |
|
|
2013
Q3 | $938K | Buy |
27,729
+1,410
| +5% | +$47.7K | 0.03% | 146 |
|
|
2013
Q2 | $932K | Buy |
+26,319
| New | +$932K | 0.03% | 152 |
|