Loring Wolcott & Coolidge Fiduciary Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Hold |
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|
2025
Q1 | $34.3K | Hold |
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|
2024
Q4 | $30.9K | Hold |
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|
2024
Q3 | $33K | Hold |
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|
2024
Q2 | $26.6K | Hold |
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|
2024
Q1 | $21.6K | Hold |
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|
2023
Q4 | $23.2K | Hold |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $23.6K | Hold |
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|
2023
Q1 | $21.7K | Hold |
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|
2022
Q4 | $22.5K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $25K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Buy |
|