LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Tyler Technologies TYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Hold |
1,120
| – | – | 0.01% | 186 |
|
|
2025
Q1 | $638K | Hold |
1,120
| – | – | 0.01% | 188 |
|
|
2024
Q4 | $680K | Hold |
1,120
| – | – | 0.01% | 198 |
|
|
2024
Q3 | $685K | Hold |
1,120
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $592K | Sell |
1,120
-15
| -1% | -$7.93K | 0.01% | 194 |
|
|
2024
Q1 | $467K | Sell |
1,135
-910
| -44% | -$374K | ﹤0.01% | 200 |
|
|
2023
Q4 | $865K | Sell |
2,045
-200
| -9% | -$84.6K | 0.01% | 162 |
|
|
2023
Q3 | $911K | Sell |
2,245
-590
| -21% | -$239K | 0.01% | 154 |
|
|
2023
Q2 | $1.18M | Sell |
2,835
-700
| -20% | -$292K | 0.01% | 146 |
|
|
2023
Q1 | $1.25M | Hold |
3,535
| – | – | 0.01% | 142 |
|
|
2022
Q4 | $1.14M | Hold |
3,535
| – | – | 0.01% | 145 |
|
|
2022
Q3 | $1.23M | Sell |
3,535
-800
| -18% | -$278K | 0.02% | 136 |
|
|
2022
Q2 | $1.44M | Sell |
4,335
-67
| -2% | -$22.3K | 0.02% | 134 |
|
|
2022
Q1 | $1.96M | Sell |
4,402
-1,670
| -28% | -$743K | 0.02% | 125 |
|
|
2021
Q4 | $3.27M | Sell |
6,072
-50
| -0.8% | -$26.9K | 0.03% | 103 |
|
|
2021
Q3 | $2.81M | Sell |
6,122
-129
| -2% | -$59.2K | 0.03% | 105 |
|
|
2021
Q2 | $2.83M | Sell |
6,251
-3,365
| -35% | -$1.52M | 0.03% | 109 |
|
|
2021
Q1 | $4.08M | Sell |
9,616
-61
| -0.6% | -$25.9K | 0.05% | 93 |
|
|
2020
Q4 | $4.22M | Buy |
9,677
+7
| +0.1% | +$3.06K | 0.05% | 91 |
|
|
2020
Q3 | $3.37M | Sell |
9,670
-445
| -4% | -$155K | 0.04% | 94 |
|
|
2020
Q2 | $3.51M | Hold |
10,115
| – | – | 0.05% | 93 |
|
|
2020
Q1 | $3M | Sell |
10,115
-430
| -4% | -$128K | 0.05% | 88 |
|
|
2019
Q4 | $3.16M | Sell |
10,545
-3,480
| -25% | -$1.04M | 0.04% | 98 |
|
|
2019
Q3 | $3.68M | Sell |
14,025
-719
| -5% | -$189K | 0.05% | 92 |
|
|
2019
Q2 | $3.19M | Sell |
14,744
-49,850
| -77% | -$10.8M | 0.05% | 100 |
|
|
2019
Q1 | $13.2M | Sell |
64,594
-10,126
| -14% | -$2.07M | 0.2% | 63 |
|
|
2018
Q4 | $13.9M | Buy |
74,720
+5,035
| +7% | +$936K | 0.25% | 61 |
|
|
2018
Q3 | $17.1M | Buy |
69,685
+840
| +1% | +$206K | 0.27% | 63 |
|
|
2018
Q2 | $15.3M | Buy |
68,845
+580
| +0.8% | +$129K | 0.27% | 64 |
|
|
2018
Q1 | $14.4M | Buy |
68,265
+1,810
| +3% | +$382K | 0.26% | 66 |
|
|
2017
Q4 | $11.8M | Buy |
66,455
+13,646
| +26% | +$2.42M | 0.22% | 70 |
|
|
2017
Q3 | $9.21M | Buy |
52,809
+26,755
| +103% | +$4.66M | 0.18% | 75 |
|
|
2017
Q2 | $4.48M | Buy |
+26,054
| New | +$4.48M | 0.09% | 91 |
|