LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Weyerhaeuser WY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio WY Stock Details WY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$103K	Hold	4,000	–	–	﹤0.01%	340
2025 Q1	$101K	Hold	4,000	–	–	﹤0.01%	329
2024 Q4	$123K	Hold	4,000	–	–	﹤0.01%	328
2024 Q3	$129K	Hold	4,000	–	–	﹤0.01%	321
2024 Q2	$119K	Hold	4,000	–	–	﹤0.01%	318
2024 Q1	$126K	Hold	4,000	–	–	﹤0.01%	312
2023 Q4	$131K	Hold	4,000	–	–	﹤0.01%	322
2023 Q3	$121K	Hold	4,000	–	–	﹤0.01%	334
2023 Q2	$134K	Hold	4,000	–	–	﹤0.01%	333
2023 Q1	$121K	Hold	4,000	–	–	﹤0.01%	328
2022 Q4	$124K	Hold	4,000	–	–	﹤0.01%	322
2022 Q3	$114K	Sell	4,000 -800	-17%	-$22.8K	﹤0.01%	339
2022 Q2	$159K	Buy	4,800 +800	+20%	+$26.5K	﹤0.01%	315
2022 Q1	$152K	Hold	4,000	–	–	﹤0.01%	329
2021 Q4	$165K	Hold	4,000	–	–	﹤0.01%	337
2021 Q3	$142K	Hold	4,000	–	–	﹤0.01%	347
2021 Q2	$138K	Buy	+4,000	New	+$138K	﹤0.01%	363
2020 Q3	–	Sell	-22,944	Closed	-$515K	–	615
2020 Q2	$515K	Hold	22,944	–	–	0.01%	177
2020 Q1	$389K	Hold	22,944	–	–	0.01%	189
2019 Q4	$693K	Sell	22,944 -800	-3%	-$24.2K	0.01%	177
2019 Q3	$658K	Buy	23,744 +800	+3%	+$22.2K	0.01%	183
2019 Q2	$604K	Hold	22,944	–	–	0.01%	184
2019 Q1	$604K	Hold	22,944	–	–	0.01%	181
2018 Q4	$502K	Hold	22,944	–	–	0.01%	197
2018 Q3	$740K	Sell	22,944 -100	-0.4%	-$3.23K	0.01%	178
2018 Q2	$840K	Hold	23,044	–	–	0.01%	173
2018 Q1	$807K	Hold	23,044	–	–	0.01%	175
2017 Q4	$813K	Sell	23,044 -274	-1%	-$9.67K	0.01%	177
2017 Q3	$794K	Buy	23,318 +274	+1%	+$9.33K	0.02%	168
2017 Q2	$761K	Hold	23,044	–	–	0.02%	164
2017 Q1	$783K	Hold	23,044	–	–	0.02%	169
2016 Q4	$693K	Hold	23,044	–	–	0.02%	175
2016 Q3	$736K	Sell	23,044 -200	-0.9%	-$6.39K	0.02%	168
2016 Q2	$692K	Sell	23,244 -180	-0.8%	-$5.36K	0.02%	165
2016 Q1	$726K	Buy	+23,424	New	+$726K	0.02%	159
2014 Q4	–	Sell	-500	Closed	-$16K	–	640
2014 Q3	$16K	Sell	500 -3,570	-88%	-$114K	﹤0.01%	494
2014 Q2	$135K	Hold	4,070	–	–	﹤0.01%	317
2014 Q1	$119K	Buy	+4,070	New	+$119K	﹤0.01%	317