Loring Wolcott & Coolidge Fiduciary Advisors’s Tradeweb Markets TW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$89.7K	Hold
2025 Q2	$119K	Sell
2025 Q1	$269K	Sell
2024 Q4	$270K	Hold
2024 Q3	$281K	Buy
2024 Q2	$11.9K	Hold
2024 Q1	$11.2K	Buy