LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94M | Sell |
1,306,115
-3,262
| -0.2% | -$235K | 0.83% | 33 |
|
|
2025
Q1 | $65.6M | Sell |
1,309,377
-2,885
| -0.2% | -$144K | 0.64% | 39 |
|
|
2024
Q4 | $156M | Sell |
1,312,262
-26,592
| -2% | -$3.17M | 1.34% | 24 |
|
|
2024
Q3 | $158M | Sell |
1,338,854
-28,294
| -2% | -$3.34M | 1.41% | 25 |
|
|
2024
Q2 | $138M | Sell |
1,367,148
-28,852
| -2% | -$2.91M | 1.27% | 25 |
|
|
2024
Q1 | $109M | Sell |
1,396,000
-33,117
| -2% | -$2.58M | 1.08% | 27 |
|
|
2023
Q4 | $97.8M | Sell |
1,429,117
-4,345
| -0.3% | -$297K | 0.97% | 27 |
|
|
2023
Q3 | $108M | Sell |
1,433,462
-28,477
| -2% | -$2.16M | 1.21% | 26 |
|
|
2023
Q2 | $113M | Sell |
1,461,939
-43,852
| -3% | -$3.39M | 1.21% | 26 |
|
|
2023
Q1 | $91.7M | Sell |
1,505,791
-10,980
| -0.7% | -$669K | 1.05% | 29 |
|
|
2022
Q4 | $68M | Sell |
1,516,771
-12,436
| -0.8% | -$558K | 0.84% | 31 |
|
|
2022
Q3 | $91.4M | Sell |
1,529,207
-1,691
| -0.1% | -$101K | 1.19% | 25 |
|
|
2022
Q2 | $64.1M | Sell |
1,530,898
-34
| -0% | -$1.42K | 0.79% | 36 |
|
|
2022
Q1 | $106M | Sell |
1,530,932
-23,600
| -2% | -$1.63M | 1.09% | 31 |
|
|
2021
Q4 | $142M | Buy |
1,554,532
+16,558
| +1% | +$1.52M | 1.31% | 26 |
|
|
2021
Q3 | $108M | Buy |
1,537,974
+14,313
| +0.9% | +$1.01M | 1.07% | 31 |
|
|
2021
Q2 | $118M | Buy |
1,523,661
+1,358,759
| +824% | +$105M | 1.19% | 30 |
|
|
2021
Q1 | $107M | Sell |
164,902
-1,468
| -0.9% | -$957K | 1.19% | 29 |
|
|
2020
Q4 | $133M | Sell |
166,370
-271
| -0.2% | -$217K | 1.49% | 24 |
|
|
2020
Q3 | $86.5M | Sell |
166,641
-476
| -0.3% | -$247K | 1.09% | 30 |
|
|
2020
Q2 | $67.9M | Buy |
167,117
+9,978
| +6% | +$4.06M | 0.94% | 32 |
|
|
2020
Q1 | $30.3M | Buy |
157,139
+34,913
| +29% | +$6.74M | 0.51% | 40 |
|
|
2019
Q4 | $31.8M | Buy |
122,226
+111,539
| +1,044% | +$29M | 0.43% | 47 |
|
|
2019
Q3 | $2M | Buy |
10,687
+423
| +4% | +$79.3K | 0.03% | 114 |
|
|
2019
Q2 | $2.34M | Hold |
10,264
| – | – | 0.03% | 110 |
|
|
2019
Q1 | $2.03M | Hold |
10,264
| – | – | 0.03% | 118 |
|
|
2018
Q4 | $1.19M | Buy |
10,264
+135
| +1% | +$15.7K | 0.02% | 137 |
|
|
2018
Q3 | $1.53M | Buy |
10,129
+815
| +9% | +$123K | 0.02% | 136 |
|
|
2018
Q2 | $874K | Hold |
9,314
| – | – | 0.02% | 171 |
|
|
2018
Q1 | $462K | Buy |
9,314
+2,449
| +36% | +$121K | 0.01% | 206 |
|
|
2017
Q4 | $314K | Buy |
+6,865
| New | +$314K | 0.01% | 234 |
|