LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
4,168
-216
| -5% | -$17.3K | ﹤0.01% | 236 |
|
|
2025
Q1 | $298K | Sell |
4,384
-42
| -0.9% | -$2.85K | ﹤0.01% | 240 |
|
|
2024
Q4 | $345K | Sell |
4,426
-500
| -10% | -$39K | ﹤0.01% | 236 |
|
|
2024
Q3 | $322K | Hold |
4,926
| – | – | ﹤0.01% | 232 |
|
|
2024
Q2 | $297K | Hold |
4,926
| – | – | ﹤0.01% | 237 |
|
|
2024
Q1 | $301K | Sell |
4,926
-1,710
| -26% | -$104K | ﹤0.01% | 234 |
|
|
2023
Q4 | $333K | Sell |
6,636
-495
| -7% | -$24.8K | ﹤0.01% | 228 |
|
|
2023
Q3 | $289K | Sell |
7,131
-6,016
| -46% | -$244K | ﹤0.01% | 243 |
|
|
2023
Q2 | $561K | Hold |
13,147
| – | – | 0.01% | 193 |
|
|
2023
Q1 | $491K | Sell |
13,147
-9,419
| -42% | -$352K | 0.01% | 201 |
|
|
2022
Q4 | $932K | Hold |
22,566
| – | – | 0.01% | 152 |
|
|
2022
Q3 | $908K | Sell |
22,566
-584
| -3% | -$23.5K | 0.01% | 154 |
|
|
2022
Q2 | $907K | Buy |
23,150
+24
| +0.1% | +$940 | 0.01% | 162 |
|
|
2022
Q1 | $1.12M | Sell |
23,126
-934
| -4% | -$45.3K | 0.01% | 150 |
|
|
2021
Q4 | $1.15M | Sell |
24,060
-1,101
| -4% | -$52.8K | 0.01% | 159 |
|
|
2021
Q3 | $1.17M | Sell |
25,161
-19,871
| -44% | -$922K | 0.01% | 155 |
|
|
2021
Q2 | $2.04M | Sell |
45,032
-1,167
| -3% | -$52.8K | 0.02% | 126 |
|
|
2021
Q1 | $1.81M | Buy |
46,199
+2,856
| +7% | +$112K | 0.02% | 124 |
|
|
2020
Q4 | $1.31M | Buy |
43,343
+1,381
| +3% | +$41.7K | 0.01% | 141 |
|
|
2020
Q3 | $987K | Sell |
41,962
-6,014
| -13% | -$141K | 0.01% | 143 |
|
|
2020
Q2 | $1.23M | Sell |
47,976
-311
| -0.6% | -$7.96K | 0.02% | 126 |
|
|
2020
Q1 | $1.39M | Sell |
48,287
-310
| -0.6% | -$8.9K | 0.02% | 118 |
|
|
2019
Q4 | $2.62M | Buy |
48,597
+3,719
| +8% | +$200K | 0.04% | 104 |
|
|
2019
Q3 | $2.26M | Sell |
44,878
-796
| -2% | -$40.2K | 0.03% | 108 |
|
|
2019
Q2 | $2.16M | Sell |
45,674
-42
| -0.1% | -$1.99K | 0.03% | 112 |
|
|
2019
Q1 | $2.21M | Sell |
45,716
-8,946
| -16% | -$432K | 0.03% | 113 |
|
|
2018
Q4 | $2.52M | Sell |
54,662
-300
| -0.5% | -$13.8K | 0.05% | 107 |
|
|
2018
Q3 | $2.89M | Sell |
54,962
-240
| -0.4% | -$12.6K | 0.05% | 108 |
|
|
2018
Q2 | $3.06M | Hold |
55,202
| – | – | 0.05% | 104 |
|
|
2018
Q1 | $2.89M | Sell |
55,202
-560
| -1% | -$29.3K | 0.05% | 110 |
|
|
2017
Q4 | $3.38M | Sell |
55,762
-1,624
| -3% | -$98.5K | 0.06% | 105 |
|
|
2017
Q3 | $3.17M | Sell |
57,386
-10,581
| -16% | -$584K | 0.06% | 104 |
|
|
2017
Q2 | $3.67M | Sell |
67,967
-237
| -0.3% | -$12.8K | 0.07% | 100 |
|
|
2017
Q1 | $3.8M | Buy |
68,204
+674
| +1% | +$37.5K | 0.08% | 99 |
|
|
2016
Q4 | $3.72M | Buy |
67,530
+1,202
| +2% | +$66.3K | 0.08% | 99 |
|
|
2016
Q3 | $2.94M | Sell |
66,328
-3,056
| -4% | -$135K | 0.07% | 108 |
|
|
2016
Q2 | $3.28M | Buy |
69,384
+280
| +0.4% | +$13.3K | 0.08% | 104 |
|
|
2016
Q1 | $3.34M | Sell |
69,104
-9,200
| -12% | -$445K | 0.08% | 103 |
|
|
2015
Q4 | $4.26M | Buy |
78,304
+2,049
| +3% | +$111K | 0.11% | 99 |
|
|
2015
Q3 | $4.29M | Hold |
76,255
| – | – | 0.11% | 93 |
|
|
2015
Q2 | $4.29M | Sell |
76,255
-215
| -0.3% | -$12.1K | 0.11% | 93 |
|
|
2015
Q1 | $4.16M | Buy |
76,470
+80
| +0.1% | +$4.35K | 0.1% | 91 |
|
|
2014
Q4 | $4.19M | Buy |
76,390
+9,895
| +15% | +$542K | 0.11% | 96 |
|
|
2014
Q3 | $3.45M | Buy |
66,495
+9,561
| +17% | +$496K | 0.09% | 100 |
|
|
2014
Q2 | $2.99M | Buy |
56,934
+1,560
| +3% | +$82K | 0.08% | 101 |
|
|
2014
Q1 | $2.75M | Buy |
55,374
+4,710
| +9% | +$234K | 0.08% | 106 |
|
|
2013
Q4 | $2.3M | Buy |
50,664
+740
| +1% | +$33.6K | 0.06% | 111 |
|
|
2013
Q3 | $2.06M | Sell |
49,924
-1,991
| -4% | -$82.3K | 0.06% | 112 |
|
|
2013
Q2 | $2.14M | Buy |
+51,915
| New | +$2.14M | 0.07% | 117 |
|