LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
7,883
| – | – | ﹤0.01% | 235 |
|
|
2025
Q1 | $337K | Buy |
7,883
+299
| +4% | +$12.8K | ﹤0.01% | 233 |
|
|
2024
Q4 | $308K | Hold |
7,584
| – | – | ﹤0.01% | 238 |
|
|
2024
Q3 | $317K | Sell |
7,584
-470
| -6% | -$19.7K | ﹤0.01% | 234 |
|
|
2024
Q2 | $334K | Sell |
8,054
-1,710
| -18% | -$70.9K | ﹤0.01% | 227 |
|
|
2024
Q1 | $377K | Buy |
9,764
+800
| +9% | +$30.9K | ﹤0.01% | 220 |
|
|
2023
Q4 | $380K | Sell |
8,964
-250
| -3% | -$10.6K | ﹤0.01% | 222 |
|
|
2023
Q3 | $331K | Sell |
9,214
-3,680
| -29% | -$132K | ﹤0.01% | 230 |
|
|
2023
Q2 | $480K | Sell |
12,894
-2,670
| -17% | -$99.3K | 0.01% | 212 |
|
|
2023
Q1 | $605K | Sell |
15,564
-2,198
| -12% | -$85.5K | 0.01% | 185 |
|
|
2022
Q4 | $700K | Sell |
17,762
-1,837
| -9% | -$72.4K | 0.01% | 172 |
|
|
2022
Q3 | $744K | Sell |
19,599
-290
| -1% | -$11K | 0.01% | 162 |
|
|
2022
Q2 | $1.01M | Sell |
19,889
-3,819
| -16% | -$194K | 0.01% | 154 |
|
|
2022
Q1 | $1.21M | Buy |
23,708
+286
| +1% | +$14.6K | 0.01% | 146 |
|
|
2021
Q4 | $1.22M | Buy |
23,422
+3,100
| +15% | +$161K | 0.01% | 156 |
|
|
2021
Q3 | $1.1M | Buy |
20,322
+136
| +0.7% | +$7.35K | 0.01% | 159 |
|
|
2021
Q2 | $1.13M | Buy |
20,186
+1,540
| +8% | +$86.3K | 0.01% | 164 |
|
|
2021
Q1 | $1.08M | Buy |
18,646
+1,286
| +7% | +$74.8K | 0.01% | 153 |
|
|
2020
Q4 | $1.02M | Buy |
17,360
+6,122
| +54% | +$360K | 0.01% | 158 |
|
|
2020
Q3 | $669K | Sell |
11,238
-1,304
| -10% | -$77.6K | 0.01% | 168 |
|
|
2020
Q2 | $691K | Buy |
12,542
+499
| +4% | +$27.5K | 0.01% | 158 |
|
|
2020
Q1 | $647K | Sell |
12,043
-1,514
| -11% | -$81.3K | 0.01% | 157 |
|
|
2019
Q4 | $832K | Buy |
13,557
+196
| +1% | +$12K | 0.01% | 168 |
|
|
2019
Q3 | $806K | Buy |
13,361
+1,920
| +17% | +$116K | 0.01% | 170 |
|
|
2019
Q2 | $654K | Buy |
11,441
+3,984
| +53% | +$228K | 0.01% | 177 |
|
|
2019
Q1 | $441K | Sell |
7,457
-1,035
| -12% | -$61.2K | 0.01% | 200 |
|
|
2018
Q4 | $477K | Buy |
8,492
+242
| +3% | +$13.6K | 0.01% | 199 |
|
|
2018
Q3 | $440K | Sell |
8,250
-412
| -5% | -$22K | 0.01% | 211 |
|
|
2018
Q2 | $436K | Sell |
8,662
-1,500
| -15% | -$75.5K | 0.01% | 211 |
|
|
2018
Q1 | $486K | Sell |
10,162
-4,089
| -29% | -$196K | 0.01% | 202 |
|
|
2017
Q4 | $754K | Sell |
14,251
-1,372
| -9% | -$72.6K | 0.01% | 182 |
|
|
2017
Q3 | $773K | Sell |
15,623
-1,175
| -7% | -$58.1K | 0.01% | 173 |
|
|
2017
Q2 | $813K | Sell |
16,798
-391
| -2% | -$18.9K | 0.02% | 162 |
|
|
2017
Q1 | $838K | Sell |
17,189
-47
| -0.3% | -$2.29K | 0.02% | 162 |
|
|
2016
Q4 | $920K | Buy |
17,236
+1,441
| +9% | +$76.9K | 0.02% | 159 |
|
|
2016
Q3 | $821K | Sell |
15,795
-150
| -0.9% | -$7.8K | 0.02% | 160 |
|
|
2016
Q2 | $890K | Buy |
15,945
+6,852
| +75% | +$382K | 0.02% | 156 |
|
|
2016
Q1 | $492K | Sell |
9,093
-116
| -1% | -$6.28K | 0.01% | 186 |
|
|
2015
Q4 | $426K | Buy |
9,209
+1,615
| +21% | +$74.7K | 0.01% | 209 |
|
|
2015
Q3 | $354K | Hold |
7,594
| – | – | 0.01% | 226 |
|
|
2015
Q2 | $354K | Sell |
7,594
-3,950
| -34% | -$184K | 0.01% | 226 |
|
|
2015
Q1 | $561K | Buy |
11,544
+2,000
| +21% | +$97.2K | 0.01% | 196 |
|
|
2014
Q4 | $446K | Sell |
9,544
-156
| -2% | -$7.29K | 0.01% | 213 |
|
|
2014
Q3 | $485K | Sell |
9,700
-344
| -3% | -$17.2K | 0.01% | 194 |
|
|
2014
Q2 | $491K | Buy |
10,044
+105
| +1% | +$5.13K | 0.01% | 193 |
|
|
2014
Q1 | $473K | Buy |
9,939
+3,827
| +63% | +$182K | 0.01% | 191 |
|
|
2013
Q4 | $300K | Buy |
6,112
+33
| +0.5% | +$1.62K | 0.01% | 226 |
|
|
2013
Q3 | $284K | Sell |
6,079
-1,645
| -21% | -$76.9K | 0.01% | 220 |
|
|
2013
Q2 | $389K | Buy |
+7,724
| New | +$389K | 0.01% | 207 |
|