LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Toyota TM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TM Stock Details TM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-125	Closed	-$21.3K	–	580
2024 Q3	$21.3K	Hold	125	–	–	﹤0.01%	451
2024 Q2	$25.8K	Hold	125	–	–	﹤0.01%	435
2024 Q1	$28.8K	Sell	125 -115	-48%	-$26.5K	﹤0.01%	435
2023 Q4	$47.9K	Sell	240 -160	-40%	-$32K	﹤0.01%	405
2023 Q3	$74.6K	Buy	+400	New	+$74.6K	﹤0.01%	386
2021 Q3	–	Sell	-146	Closed	-$26K	–	924
2021 Q2	$26K	Buy	+146	New	+$26K	﹤0.01%	519
2020 Q3	–	Sell	-290	Closed	-$36K	–	612
2020 Q2	$36K	Hold	290	–	–	﹤0.01%	405
2020 Q1	$35K	Hold	290	–	–	﹤0.01%	409
2019 Q4	$41K	Hold	290	–	–	﹤0.01%	437
2019 Q3	$39K	Hold	290	–	–	﹤0.01%	430
2019 Q2	$36K	Hold	290	–	–	﹤0.01%	438
2019 Q1	$34K	Sell	290 -350	-55%	-$41K	﹤0.01%	447
2018 Q4	$74K	Buy	640 +350	+121%	+$40.5K	﹤0.01%	360
2018 Q3	$36K	Hold	290	–	–	﹤0.01%	451
2018 Q2	$37K	Hold	290	–	–	﹤0.01%	458
2018 Q1	$38K	Hold	290	–	–	﹤0.01%	473
2017 Q4	$37K	Hold	290	–	–	﹤0.01%	468
2017 Q3	$35K	Hold	290	–	–	﹤0.01%	460
2017 Q2	$33K	Hold	290	–	–	﹤0.01%	452
2017 Q1	$32K	Hold	290	–	–	﹤0.01%	454
2016 Q4	$34K	Hold	290	–	–	﹤0.01%	428
2016 Q3	$34K	Hold	290	–	–	﹤0.01%	438
2016 Q2	$29K	Hold	290	–	–	﹤0.01%	453
2016 Q1	$31K	Hold	290	–	–	﹤0.01%	445
2015 Q4	$36K	Hold	290	–	–	﹤0.01%	458
2015 Q3	$39K	Hold	290	–	–	﹤0.01%	443
2015 Q2	$39K	Hold	290	–	–	﹤0.01%	443
2015 Q1	$41K	Hold	290	–	–	﹤0.01%	454
2014 Q4	$36K	Hold	290	–	–	﹤0.01%	469
2014 Q3	$34K	Sell	290 -54	-16%	-$6.33K	﹤0.01%	450
2014 Q2	$41K	Hold	344	–	–	﹤0.01%	451
2014 Q1	$39K	Buy	344 +54	+19%	+$6.12K	﹤0.01%	435
2013 Q4	$35K	Hold	290	–	–	﹤0.01%	424
2013 Q3	$37K	Hold	290	–	–	﹤0.01%	391
2013 Q2	$35K	Buy	+290	New	+$35K	﹤0.01%	428