LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s United Bancorp UBCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Hold |
6,917
| – | – | ﹤0.01% | 342 |
|
|
2025
Q1 | $88.3K | Hold |
6,917
| – | – | ﹤0.01% | 343 |
|
|
2024
Q4 | $91.3K | Hold |
6,917
| – | – | ﹤0.01% | 353 |
|
|
2024
Q3 | $90.6K | Hold |
6,917
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $89.9K | Hold |
6,917
| – | – | ﹤0.01% | 342 |
|
|
2024
Q1 | $95K | Hold |
6,917
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $83.3K | Hold |
6,917
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $74.1K | Hold |
6,917
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $82.8K | Sell |
6,917
-8,619
| -55% | -$103K | ﹤0.01% | 385 |
|
|
2023
Q1 | $225K | Hold |
15,536
| – | – | ﹤0.01% | 271 |
|
|
2022
Q4 | $229K | Hold |
15,536
| – | – | ﹤0.01% | 268 |
|
|
2022
Q3 | $250K | Hold |
15,536
| – | – | ﹤0.01% | 264 |
|
|
2022
Q2 | $255K | Hold |
15,536
| – | – | ﹤0.01% | 261 |
|
|
2022
Q1 | $283K | Hold |
15,536
| – | – | ﹤0.01% | 258 |
|
|
2021
Q4 | $259K | Hold |
15,536
| – | – | ﹤0.01% | 283 |
|
|
2021
Q3 | $222K | Hold |
15,536
| – | – | ﹤0.01% | 295 |
|
|
2021
Q2 | $222K | Hold |
15,536
| – | – | ﹤0.01% | 302 |
|
|
2021
Q1 | $222K | Hold |
15,536
| – | – | ﹤0.01% | 283 |
|
|
2020
Q4 | $205K | Hold |
15,536
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $195K | Hold |
15,536
| – | – | ﹤0.01% | 263 |
|
|
2020
Q2 | $179K | Hold |
15,536
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $171K | Hold |
15,536
| – | – | ﹤0.01% | 245 |
|
|
2019
Q4 | $222K | Hold |
15,536
| – | – | ﹤0.01% | 265 |
|
|
2019
Q3 | $173K | Hold |
15,536
| – | – | ﹤0.01% | 275 |
|
|
2019
Q2 | $175K | Hold |
15,536
| – | – | ﹤0.01% | 275 |
|
|
2019
Q1 | $169K | Hold |
15,536
| – | – | ﹤0.01% | 272 |
|
|
2018
Q4 | $178K | Hold |
15,536
| – | – | ﹤0.01% | 262 |
|
|
2018
Q3 | $204K | Hold |
15,536
| – | – | ﹤0.01% | 269 |
|
|
2018
Q2 | $210K | Hold |
15,536
| – | – | ﹤0.01% | 271 |
|
|
2018
Q1 | $201K | Hold |
15,536
| – | – | ﹤0.01% | 276 |
|
|
2017
Q4 | $206K | Hold |
15,536
| – | – | ﹤0.01% | 283 |
|
|
2017
Q3 | $186K | Hold |
15,536
| – | – | ﹤0.01% | 287 |
|
|
2017
Q2 | $186K | Hold |
15,536
| – | – | ﹤0.01% | 279 |
|
|
2017
Q1 | $191K | Hold |
15,536
| – | – | ﹤0.01% | 279 |
|
|
2016
Q4 | $210K | Hold |
15,536
| – | – | ﹤0.01% | 260 |
|
|
2016
Q3 | $169K | Hold |
15,536
| – | – | ﹤0.01% | 278 |
|
|
2016
Q2 | $152K | Hold |
15,536
| – | – | ﹤0.01% | 285 |
|
|
2016
Q1 | $141K | Hold |
15,536
| – | – | ﹤0.01% | 280 |
|
|
2015
Q4 | $149K | Hold |
15,536
| – | – | ﹤0.01% | 292 |
|
|
2015
Q3 | $139K | Hold |
15,536
| – | – | ﹤0.01% | 315 |
|
|
2015
Q2 | $139K | Hold |
15,536
| – | – | ﹤0.01% | 315 |
|
|
2015
Q1 | $123K | Hold |
15,536
| – | – | ﹤0.01% | 343 |
|
|
2014
Q4 | $125K | Hold |
15,536
| – | – | ﹤0.01% | 333 |
|
|
2014
Q3 | $125K | Hold |
15,536
| – | – | ﹤0.01% | 319 |
|
|
2014
Q2 | $126K | Hold |
15,536
| – | – | ﹤0.01% | 329 |
|
|
2014
Q1 | $132K | Hold |
15,536
| – | – | ﹤0.01% | 306 |
|
|
2013
Q4 | $125K | Hold |
15,536
| – | – | ﹤0.01% | 301 |
|
|
2013
Q3 | $104K | Hold |
15,536
| – | – | ﹤0.01% | 305 |
|
|
2013
Q2 | $113K | Buy |
+15,536
| New | +$113K | ﹤0.01% | 312 |
|