LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
1,686
| – | – | ﹤0.01% | 253 |
|
|
2025
Q1 | $255K | Sell |
1,686
-20
| -1% | -$3.02K | ﹤0.01% | 246 |
|
|
2024
Q4 | $258K | Sell |
1,706
-250
| -13% | -$37.7K | ﹤0.01% | 256 |
|
|
2024
Q3 | $295K | Sell |
1,956
-216
| -10% | -$32.6K | ﹤0.01% | 242 |
|
|
2024
Q2 | $347K | Hold |
2,172
| – | – | ﹤0.01% | 223 |
|
|
2024
Q1 | $312K | Hold |
2,172
| – | – | ﹤0.01% | 231 |
|
|
2023
Q4 | $309K | Hold |
2,172
| – | – | ﹤0.01% | 237 |
|
|
2023
Q3 | $269K | Buy |
2,172
+279
| +15% | +$34.6K | ﹤0.01% | 252 |
|
|
2023
Q2 | $265K | Buy |
1,893
+118
| +7% | +$16.5K | ﹤0.01% | 259 |
|
|
2023
Q1 | $233K | Sell |
1,775
-192
| -10% | -$25.2K | ﹤0.01% | 263 |
|
|
2022
Q4 | $226K | Hold |
1,967
| – | – | ﹤0.01% | 270 |
|
|
2022
Q3 | $217K | Hold |
1,967
| – | – | ﹤0.01% | 275 |
|
|
2022
Q2 | $223K | Buy |
1,967
+2
| +0.1% | +$227 | ﹤0.01% | 275 |
|
|
2022
Q1 | $257K | Sell |
1,965
-574
| -23% | -$75.1K | ﹤0.01% | 275 |
|
|
2021
Q4 | $410K | Sell |
2,539
-1,000
| -28% | -$161K | ﹤0.01% | 233 |
|
|
2021
Q3 | $486K | Hold |
3,539
| – | – | ﹤0.01% | 223 |
|
|
2021
Q2 | $479K | Buy |
3,539
+95
| +3% | +$12.9K | ﹤0.01% | 228 |
|
|
2021
Q1 | $445K | Buy |
3,444
+925
| +37% | +$120K | ﹤0.01% | 223 |
|
|
2020
Q4 | $305K | Hold |
2,519
| – | – | ﹤0.01% | 249 |
|
|
2020
Q3 | $246K | Hold |
2,519
| – | – | ﹤0.01% | 248 |
|
|
2020
Q2 | $205K | Sell |
2,519
-1,990
| -44% | -$162K | ﹤0.01% | 242 |
|
|
2020
Q1 | $284K | Sell |
4,509
-270
| -6% | -$17K | ﹤0.01% | 214 |
|
|
2019
Q4 | $458K | Sell |
4,779
-2,351
| -33% | -$225K | 0.01% | 212 |
|
|
2019
Q3 | $664K | Sell |
7,130
-7,376
| -51% | -$687K | 0.01% | 180 |
|
|
2019
Q2 | $1.39M | Sell |
14,506
-50,160
| -78% | -$4.8M | 0.02% | 135 |
|
|
2019
Q1 | $5.22M | Sell |
64,666
-90,612
| -58% | -$7.32M | 0.08% | 89 |
|
|
2018
Q4 | $11.7M | Sell |
155,278
-60,369
| -28% | -$4.57M | 0.21% | 64 |
|
|
2018
Q3 | $19M | Buy |
215,647
+1,525
| +0.7% | +$134K | 0.3% | 61 |
|
|
2018
Q2 | $19.3M | Buy |
214,122
+91,672
| +75% | +$8.26M | 0.33% | 59 |
|
|
2018
Q1 | $12.2M | Buy |
122,450
+119,451
| +3,983% | +$11.9M | 0.22% | 69 |
|
|
2017
Q4 | $285K | Hold |
2,999
| – | – | 0.01% | 243 |
|
|
2017
Q3 | $249K | Buy |
2,999
+300
| +11% | +$24.9K | ﹤0.01% | 253 |
|
|
2017
Q2 | $217K | Hold |
2,699
| – | – | ﹤0.01% | 265 |
|
|
2017
Q1 | $201K | Buy |
2,699
+450
| +20% | +$33.5K | ﹤0.01% | 274 |
|
|
2016
Q4 | $156K | Sell |
2,249
-25
| -1% | -$1.73K | ﹤0.01% | 292 |
|
|
2016
Q3 | $146K | Hold |
2,274
| – | – | ﹤0.01% | 297 |
|
|
2016
Q2 | $130K | Buy |
2,274
+1,174
| +107% | +$67.1K | ﹤0.01% | 304 |
|
|
2016
Q1 | $68K | Hold |
1,100
| – | – | ﹤0.01% | 357 |
|
|
2015
Q4 | $71K | Hold |
1,100
| – | – | ﹤0.01% | 373 |
|
|
2015
Q3 | $71K | Hold |
1,100
| – | – | ﹤0.01% | 389 |
|
|
2015
Q2 | $71K | Hold |
1,100
| – | – | ﹤0.01% | 389 |
|
|
2015
Q1 | $79K | Sell |
1,100
-200
| -15% | -$14.4K | ﹤0.01% | 389 |
|
|
2014
Q4 | $82K | Buy |
1,300
+200
| +18% | +$12.6K | ﹤0.01% | 377 |
|
|
2014
Q3 | $61K | Hold |
1,100
| – | – | ﹤0.01% | 390 |
|
|
2014
Q2 | $68K | Hold |
1,100
| – | – | ﹤0.01% | 400 |
|
|
2014
Q1 | $66K | Buy |
1,100
+100
| +10% | +$6K | ﹤0.01% | 389 |
|
|
2013
Q4 | $55K | Buy |
+1,000
| New | +$55K | ﹤0.01% | 386 |
|