LWCFA
WBK

Loring Wolcott & Coolidge Fiduciary Advisors’s Westpac Banking Corporation WBK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-784
Closed -$15K 978
2021
Q2
$15K Buy
+784
New +$15K ﹤0.01% 569
2020
Q2
Sell
-1,000
Closed -$10K 681
2020
Q1
$10K Sell
1,000
-1,000
-50% -$10K ﹤0.01% 545
2019
Q4
$34K Hold
2,000
﹤0.01% 461
2019
Q3
$40K Hold
2,000
﹤0.01% 427
2019
Q2
$40K Hold
2,000
﹤0.01% 423
2019
Q1
$37K Hold
2,000
﹤0.01% 437
2018
Q4
$35K Hold
2,000
﹤0.01% 451
2018
Q3
$40K Buy
2,000
+1,000
+100% +$20K ﹤0.01% 443
2018
Q2
$22K Hold
1,000
﹤0.01% 498
2018
Q1
$22K Hold
1,000
﹤0.01% 529
2017
Q4
$24K Hold
1,000
﹤0.01% 502
2017
Q3
$25K Hold
1,000
﹤0.01% 487
2017
Q2
$26K Hold
1,000
﹤0.01% 474
2017
Q1
$27K Hold
1,000
﹤0.01% 473
2016
Q4
$23K Hold
1,000
﹤0.01% 466
2016
Q3
$23K Sell
1,000
-100
-9% -$2.3K ﹤0.01% 473
2016
Q2
$24K Hold
1,100
﹤0.01% 471
2016
Q1
$26K Hold
1,100
﹤0.01% 464
2015
Q4
$27K Hold
1,100
﹤0.01% 488
2015
Q3
$27K Hold
1,100
﹤0.01% 477
2015
Q2
$27K Sell
1,100
-50
-4% -$1.23K ﹤0.01% 477
2015
Q1
$34K Hold
1,150
﹤0.01% 475
2014
Q4
$31K Hold
1,150
﹤0.01% 477
2014
Q3
$32K Sell
1,150
-1,000
-47% -$27.8K ﹤0.01% 452
2014
Q2
$69K Sell
2,150
-1,000
-32% -$32.1K ﹤0.01% 397
2014
Q1
$101K Hold
3,150
﹤0.01% 344
2013
Q4
$92K Buy
3,150
+1,000
+47% +$29.2K ﹤0.01% 338
2013
Q3
$66K Buy
2,150
+1,720
+400% +$52.8K ﹤0.01% 352
2013
Q2
$57K Buy
+430
New +$57K ﹤0.01% 377