LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Union Bankshares UNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6K | Hold |
775
| – | – | ﹤0.01% | 448 |
|
|
2025
Q1 | $27.1K | Hold |
775
| – | – | ﹤0.01% | 426 |
|
|
2024
Q4 | $23.7K | Sell |
775
-100
| -11% | -$3.06K | ﹤0.01% | 443 |
|
|
2024
Q3 | $25.4K | Hold |
875
| – | – | ﹤0.01% | 445 |
|
|
2024
Q2 | $20.3K | Hold |
875
| – | – | ﹤0.01% | 452 |
|
|
2024
Q1 | $24.2K | Hold |
875
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $26.2K | Hold |
875
| – | – | ﹤0.01% | 446 |
|
|
2023
Q3 | $23.6K | Hold |
875
| – | – | ﹤0.01% | 470 |
|
|
2023
Q2 | $20.3K | Sell |
875
-225
| -20% | -$5.23K | ﹤0.01% | 499 |
|
|
2023
Q1 | $24.3K | Buy |
+1,100
| New | +$24.3K | ﹤0.01% | 458 |
|