LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Sell |
7,539
-1,078
| -13% | -$106K | 0.01% | 177 |
|
|
2025
Q1 | $794K | Sell |
8,617
-1,000
| -10% | -$92.2K | 0.01% | 171 |
|
|
2024
Q4 | $1.37M | Hold |
9,617
| – | – | 0.01% | 148 |
|
|
2024
Q3 | $1.44M | Sell |
9,617
-268
| -3% | -$40.2K | 0.01% | 145 |
|
|
2024
Q2 | $1.53M | Buy |
9,885
+897
| +10% | +$139K | 0.01% | 129 |
|
|
2024
Q1 | $1.5M | Hold |
8,988
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $1.25M | Sell |
8,988
-561
| -6% | -$78K | 0.01% | 141 |
|
|
2023
Q3 | $1.06M | Sell |
9,549
-756
| -7% | -$84K | 0.01% | 145 |
|
|
2023
Q2 | $1.36M | Sell |
10,305
-272
| -3% | -$35.9K | 0.01% | 140 |
|
|
2023
Q1 | $1.75M | Sell |
10,577
-85
| -0.8% | -$14.1K | 0.02% | 117 |
|
|
2022
Q4 | $1.59M | Sell |
10,662
-16
| -0.1% | -$2.39K | 0.02% | 124 |
|
|
2022
Q3 | $1.59M | Sell |
10,678
-329
| -3% | -$48.8K | 0.02% | 119 |
|
|
2022
Q2 | $1.56M | Buy |
11,007
+106
| +1% | +$15K | 0.02% | 127 |
|
|
2022
Q1 | $2.31M | Sell |
10,901
-250
| -2% | -$53K | 0.02% | 112 |
|
|
2021
Q4 | $2.58M | Sell |
11,151
-614
| -5% | -$142K | 0.02% | 114 |
|
|
2021
Q3 | $2.69M | Sell |
11,765
-12
| -0.1% | -$2.75K | 0.03% | 107 |
|
|
2021
Q2 | $2.85M | Sell |
11,777
-130
| -1% | -$31.4K | 0.03% | 107 |
|
|
2021
Q1 | $2.36M | Buy |
11,907
+554
| +5% | +$110K | 0.03% | 110 |
|
|
2020
Q4 | $2M | Buy |
11,353
+22
| +0.2% | +$3.88K | 0.02% | 116 |
|
|
2020
Q3 | $1.78M | Sell |
11,331
-15
| -0.1% | -$2.36K | 0.02% | 115 |
|
|
2020
Q2 | $1.36M | Sell |
11,346
-300
| -3% | -$36K | 0.02% | 121 |
|
|
2020
Q1 | $1.08M | Buy |
11,646
+28
| +0.2% | +$2.6K | 0.02% | 125 |
|
|
2019
Q4 | $1.49M | Sell |
11,618
-325
| -3% | -$41.7K | 0.02% | 129 |
|
|
2019
Q3 | $1.28M | Hold |
11,943
| – | – | 0.02% | 136 |
|
|
2019
Q2 | $1.03M | Buy |
11,943
+1,416
| +13% | +$123K | 0.02% | 153 |
|
|
2019
Q1 | $845K | Sell |
10,527
-65
| -0.6% | -$5.22K | 0.01% | 164 |
|
|
2018
Q4 | $700K | Sell |
10,592
-500
| -5% | -$33K | 0.01% | 176 |
|
|
2018
Q3 | $978K | Sell |
11,092
-1,140
| -9% | -$101K | 0.02% | 160 |
|
|
2018
Q2 | $931K | Sell |
12,232
-760
| -6% | -$57.8K | 0.02% | 163 |
|
|
2018
Q1 | $902K | Sell |
12,992
-16
| -0.1% | -$1.11K | 0.02% | 169 |
|
|
2017
Q4 | $849K | Sell |
13,008
-1,080
| -8% | -$70.5K | 0.02% | 170 |
|
|
2017
Q3 | $831K | Buy |
14,088
+16
| +0.1% | +$944 | 0.02% | 167 |
|
|
2017
Q2 | $797K | Sell |
14,072
-220
| -2% | -$12.5K | 0.02% | 163 |
|
|
2017
Q1 | $789K | Buy |
14,292
+350
| +3% | +$19.3K | 0.02% | 168 |
|
|
2016
Q4 | $1.01M | Sell |
13,942
-3,355
| -19% | -$242K | 0.02% | 151 |
|
|
2016
Q3 | $1.19M | Sell |
17,297
-81
| -0.5% | -$5.56K | 0.03% | 144 |
|
|
2016
Q2 | $1.21M | Sell |
17,378
-78
| -0.4% | -$5.44K | 0.03% | 139 |
|
|
2016
Q1 | $1.44M | Sell |
17,456
-85
| -0.5% | -$6.99K | 0.03% | 132 |
|
|
2015
Q4 | $1.27M | Sell |
17,541
-1,943
| -10% | -$141K | 0.03% | 142 |
|
|
2015
Q3 | $1.59M | Hold |
19,484
| – | – | 0.04% | 123 |
|
|
2015
Q2 | $1.59M | Sell |
19,484
-55
| -0.3% | -$4.49K | 0.04% | 123 |
|
|
2015
Q1 | $1.6M | Buy |
19,539
+3,485
| +22% | +$286K | 0.04% | 124 |
|
|
2014
Q4 | $1.22M | Buy |
16,054
+200
| +1% | +$15.2K | 0.03% | 143 |
|
|
2014
Q3 | $994K | Buy |
15,854
+2,732
| +21% | +$171K | 0.03% | 151 |
|
|
2014
Q2 | $760K | Buy |
13,122
+2,550
| +24% | +$148K | 0.02% | 158 |
|
|
2014
Q1 | $640K | Sell |
10,572
-704
| -6% | -$42.6K | 0.02% | 169 |
|
|
2013
Q4 | $713K | Buy |
11,276
+772
| +7% | +$48.8K | 0.02% | 165 |
|
|
2013
Q3 | $672K | Buy |
10,504
+175
| +2% | +$11.2K | 0.02% | 167 |
|
|
2013
Q2 | $711K | Buy |
+10,329
| New | +$711K | 0.02% | 170 |
|