LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s T-Mobile US TMUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
1,957
-370
| -16% | -$88.2K | ﹤0.01% | 215 |
|
|
2025
Q1 | $604K | Buy |
2,327
+10
| +0.4% | +$2.59K | 0.01% | 192 |
|
|
2024
Q4 | $513K | Buy |
2,317
+113
| +5% | +$25K | ﹤0.01% | 213 |
|
|
2024
Q3 | $515K | Sell |
2,204
-275
| -11% | -$64.2K | ﹤0.01% | 214 |
|
|
2024
Q2 | $454K | Buy |
2,479
+35
| +1% | +$6.4K | ﹤0.01% | 213 |
|
|
2024
Q1 | $397K | Hold |
2,444
| – | – | ﹤0.01% | 217 |
|
|
2023
Q4 | $394K | Sell |
2,444
-75
| -3% | -$12.1K | ﹤0.01% | 219 |
|
|
2023
Q3 | $369K | Sell |
2,519
-2,069
| -45% | -$303K | ﹤0.01% | 223 |
|
|
2023
Q2 | $637K | Buy |
4,588
+2,856
| +165% | +$397K | 0.01% | 182 |
|
|
2023
Q1 | $251K | Buy |
1,732
+1,461
| +539% | +$212K | ﹤0.01% | 254 |
|
|
2022
Q4 | $37.9K | Buy |
271
+267
| +6,675% | +$37.4K | ﹤0.01% | 431 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $0 | Sell |
4
-46
| -92% | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $6K | Sell |
50
-68
| -58% | -$8.16K | ﹤0.01% | 582 |
|
|
2021
Q4 | $14K | Hold |
118
| – | – | ﹤0.01% | 573 |
|
|
2021
Q3 | $15K | Hold |
118
| – | – | ﹤0.01% | 547 |
|
|
2021
Q2 | $17K | Buy |
+118
| New | +$17K | ﹤0.01% | 559 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 667 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 798 |
|
|
2018
Q1 | – | Sell |
-81
| Closed | -$5K | – | 792 |
|
|
2017
Q4 | $5K | Hold |
81
| – | – | ﹤0.01% | 609 |
|
|
2017
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 595 |
|
|
2017
Q2 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 583 |
|