LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vodafone VOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,352
| Closed | -$60.6K | – | 605 |
|
|
2023
Q3 | $60.6K | Hold |
6,352
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $60K | Hold |
6,352
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $70.1K | Hold |
6,352
| – | – | ﹤0.01% | 377 |
|
|
2022
Q4 | $64.3K | Hold |
6,352
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $72K | Hold |
6,352
| – | – | ﹤0.01% | 377 |
|
|
2022
Q2 | $99K | Hold |
6,352
| – | – | ﹤0.01% | 359 |
|
|
2022
Q1 | $106K | Hold |
6,352
| – | – | ﹤0.01% | 368 |
|
|
2021
Q4 | $95K | Hold |
6,352
| – | – | ﹤0.01% | 389 |
|
|
2021
Q3 | $98K | Sell |
6,352
-648
| -9% | -$10K | ﹤0.01% | 387 |
|
|
2021
Q2 | $120K | Buy |
+7,000
| New | +$120K | ﹤0.01% | 380 |
|
|
2021
Q1 | – | Sell |
-6,875
| Closed | -$113K | – | 691 |
|
|
2020
Q4 | $113K | Buy |
6,875
+523
| +8% | +$8.6K | ﹤0.01% | 334 |
|
|
2020
Q3 | $85K | Hold |
6,352
| – | – | ﹤0.01% | 343 |
|
|
2020
Q2 | $101K | Hold |
6,352
| – | – | ﹤0.01% | 305 |
|
|
2020
Q1 | $87K | Sell |
6,352
-409
| -6% | -$5.6K | ﹤0.01% | 309 |
|
|
2019
Q4 | $131K | Hold |
6,761
| – | – | ﹤0.01% | 313 |
|
|
2019
Q3 | $135K | Hold |
6,761
| – | – | ﹤0.01% | 300 |
|
|
2019
Q2 | $110K | Hold |
6,761
| – | – | ﹤0.01% | 328 |
|
|
2019
Q1 | $123K | Sell |
6,761
-3,500
| -34% | -$63.7K | ﹤0.01% | 302 |
|
|
2018
Q4 | $198K | Hold |
10,261
| – | – | ﹤0.01% | 253 |
|
|
2018
Q3 | $223K | Buy |
10,261
+5,791
| +130% | +$126K | ﹤0.01% | 260 |
|
|
2018
Q2 | $109K | Hold |
4,470
| – | – | ﹤0.01% | 346 |
|
|
2018
Q1 | $124K | Hold |
4,470
| – | – | ﹤0.01% | 339 |
|
|
2017
Q4 | $143K | Hold |
4,470
| – | – | ﹤0.01% | 320 |
|
|
2017
Q3 | $127K | Sell |
4,470
-1,667
| -27% | -$47.4K | ﹤0.01% | 329 |
|
|
2017
Q2 | $182K | Buy |
6,137
+241
| +4% | +$7.15K | ﹤0.01% | 282 |
|
|
2017
Q1 | $156K | Buy |
5,896
+2,000
| +51% | +$52.9K | ﹤0.01% | 298 |
|
|
2016
Q4 | $95K | Sell |
3,896
-173
| -4% | -$4.22K | ﹤0.01% | 337 |
|
|
2016
Q3 | $119K | Sell |
4,069
-322
| -7% | -$9.42K | ﹤0.01% | 317 |
|
|
2016
Q2 | $136K | Sell |
4,391
-478
| -10% | -$14.8K | ﹤0.01% | 298 |
|
|
2016
Q1 | $156K | Sell |
4,869
-409
| -8% | -$13.1K | ﹤0.01% | 267 |
|
|
2015
Q4 | $170K | Sell |
5,278
-109
| -2% | -$3.51K | ﹤0.01% | 277 |
|
|
2015
Q3 | $196K | Hold |
5,387
| – | – | 0.01% | 276 |
|
|
2015
Q2 | $196K | Hold |
5,387
| – | – | 0.01% | 276 |
|
|
2015
Q1 | $176K | Hold |
5,387
| – | – | ﹤0.01% | 302 |
|
|
2014
Q4 | $184K | Sell |
5,387
-300
| -5% | -$10.2K | ﹤0.01% | 287 |
|
|
2014
Q3 | $187K | Sell |
5,687
-461
| -7% | -$15.2K | 0.01% | 279 |
|
|
2014
Q2 | $205K | Sell |
6,148
-374
| -6% | -$12.5K | 0.01% | 274 |
|
|
2014
Q1 | $240K | Sell |
6,522
-5,500
| -46% | -$202K | 0.01% | 249 |
|
|
2013
Q4 | $473K | Buy |
12,022
+1,625
| +16% | +$63.9K | 0.01% | 189 |
|
|
2013
Q3 | $366K | Sell |
10,397
-1,813
| -15% | -$63.8K | 0.01% | 202 |
|
|
2013
Q2 | $351K | Buy |
+12,210
| New | +$351K | 0.01% | 212 |
|