LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
1,428
| – | – | ﹤0.01% | 239 |
|
|
2025
Q1 | $326K | Hold |
1,428
| – | – | ﹤0.01% | 235 |
|
|
2024
Q4 | $305K | Buy |
1,428
+232
| +19% | +$49.6K | ﹤0.01% | 240 |
|
|
2024
Q3 | $250K | Hold |
1,196
| – | – | ﹤0.01% | 259 |
|
|
2024
Q2 | $264K | Sell |
1,196
-77
| -6% | -$17K | ﹤0.01% | 246 |
|
|
2024
Q1 | $264K | Sell |
1,273
-75
| -6% | -$15.6K | ﹤0.01% | 250 |
|
|
2023
Q4 | $250K | Sell |
1,348
-43
| -3% | -$7.98K | ﹤0.01% | 257 |
|
|
2023
Q3 | $232K | Hold |
1,391
| – | – | ﹤0.01% | 268 |
|
|
2023
Q2 | $241K | Hold |
1,391
| – | – | ﹤0.01% | 277 |
|
|
2023
Q1 | $227K | Sell |
1,391
-122
| -8% | -$19.9K | ﹤0.01% | 269 |
|
|
2022
Q4 | $237K | Sell |
1,513
-136
| -8% | -$21.3K | ﹤0.01% | 265 |
|
|
2022
Q3 | $264K | Sell |
1,649
-415
| -20% | -$66.4K | ﹤0.01% | 259 |
|
|
2022
Q2 | $316K | Buy |
2,064
+622
| +43% | +$95.2K | ﹤0.01% | 245 |
|
|
2022
Q1 | $229K | Sell |
1,442
-2,437
| -63% | -$387K | ﹤0.01% | 289 |
|
|
2021
Q4 | $647K | Buy |
3,879
+30
| +0.8% | +$5K | 0.01% | 201 |
|
|
2021
Q3 | $575K | Hold |
3,849
| – | – | 0.01% | 212 |
|
|
2021
Q2 | $539K | Buy |
3,849
+884
| +30% | +$124K | 0.01% | 218 |
|
|
2021
Q1 | $383K | Buy |
2,965
+2,607
| +728% | +$337K | ﹤0.01% | 234 |
|
|
2020
Q4 | $42K | Buy |
358
+100
| +39% | +$11.7K | ﹤0.01% | 446 |
|
|
2020
Q3 | $29K | Hold |
258
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $27K | Hold |
258
| – | – | ﹤0.01% | 422 |
|
|
2020
Q1 | $24K | Sell |
258
-50
| -16% | -$4.65K | ﹤0.01% | 445 |
|
|
2019
Q4 | $35K | Buy |
308
+100
| +48% | +$11.4K | ﹤0.01% | 456 |
|
|
2019
Q3 | $24K | Hold |
208
| – | – | ﹤0.01% | 505 |
|
|
2019
Q2 | $24K | Hold |
208
| – | – | ﹤0.01% | 496 |
|
|
2019
Q1 | $22K | Hold |
208
| – | – | ﹤0.01% | 518 |
|
|
2018
Q4 | $19K | Hold |
208
| – | – | ﹤0.01% | 529 |
|
|
2018
Q3 | $19K | Hold |
208
| – | – | ﹤0.01% | 499 |
|
|
2018
Q2 | $17K | Hold |
208
| – | – | ﹤0.01% | 515 |
|
|
2018
Q1 | $17K | Hold |
208
| – | – | ﹤0.01% | 552 |
|
|
2017
Q4 | $18K | Hold |
208
| – | – | ﹤0.01% | 530 |
|
|
2017
Q3 | $16K | Sell |
208
-32
| -13% | -$2.46K | ﹤0.01% | 527 |
|
|
2017
Q2 | $18K | Buy |
240
+32
| +15% | +$2.4K | ﹤0.01% | 504 |
|
|
2017
Q1 | $15K | Hold |
208
| – | – | ﹤0.01% | 518 |
|
|
2016
Q4 | $15K | Sell |
208
-209
| -50% | -$15.1K | ﹤0.01% | 495 |
|
|
2016
Q3 | $27K | Buy |
417
+200
| +92% | +$13K | ﹤0.01% | 455 |
|
|
2016
Q2 | $14K | Hold |
217
| – | – | ﹤0.01% | 519 |
|
|
2016
Q1 | $13K | Buy |
+217
| New | +$13K | ﹤0.01% | 517 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$5K | – | 647 |
|
|
2014
Q4 | $5K | Sell |
100
-900
| -90% | -$45K | ﹤0.01% | 598 |
|
|
2014
Q3 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 418 |
|
|
2014
Q2 | $45K | Buy |
+1,000
| New | +$45K | ﹤0.01% | 442 |
|