Loring Wolcott & Coolidge Fiduciary Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$557 | – | 572 |
|
|
2025
Q1 | $557 | Hold |
10
| – | – | ﹤0.01% | 543 |
|
|
2024
Q4 | $850 | Sell |
10
-100
| -91% | -$8.2K | ﹤0.01% | 534 |
|
|
2024
Q3 | $7.98K | Buy |
110
+10
| +10% | +$646 | ﹤0.01% | 505 |
|
|
2024
Q2 | $7.21K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2024
Q1 | $7.16K | Hold |
100
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $6.5K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $4.4K | Hold |
100
| – | – | ﹤0.01% | 557 |
|
|
2023
Q2 | $6.66K | Hold |
100
| – | – | ﹤0.01% | 564 |
|
|
2023
Q1 | $6.87K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $6.28K | Sell |
100
-725
| -88% | -$44.7K | ﹤0.01% | 519 |
|
|
2022
Q3 | $45K | Sell |
825
-1,875
| -69% | -$133K | ﹤0.01% | 424 |
|
|
2022
Q2 | $166K | Sell |
2,700
-55
| -2% | -$5.03K | ﹤0.01% | 310 |
|
|
2022
Q1 | $374K | Buy |
2,755
+1,842
| +202% | +$223K | ﹤0.01% | 235 |
|
|
2021
Q4 | $147K | Buy |
913
+20
| +2% | +$4.33K | ﹤0.01% | 348 |
|
|
2021
Q3 | $214K | Hold |
893
| – | – | ﹤0.01% | 301 |
|
|
2021
Q2 | $218K | Hold |
893
| – | – | ﹤0.01% | 304 |
|
|
2021
Q1 | $203K | Buy |
893
+68
| +8% | +$15.9K | ﹤0.01% | 290 |
|
|
2020
Q4 | $180K | Hold |
825
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $134K | Hold |
825
| – | – | ﹤0.01% | 294 |
|
|
2020
Q2 | $87K | Hold |
825
| – | – | ﹤0.01% | 325 |
|
|
2020
Q1 | $43K | Hold |
825
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $52K | Hold |
825
| – | – | ﹤0.01% | 418 |
|
|
2019
Q3 | $51K | Hold |
825
| – | – | ﹤0.01% | 406 |
|
|
2019
Q2 | $60K | Buy |
825
+305
| +59% | +$21.3K | ﹤0.01% | 389 |
|
|
2019
Q1 | $39K | Sell |
520
-500
| -49% | -$36.2K | ﹤0.01% | 426 |
|
|
2018
Q4 | $57K | Buy |
1,020
+280
| +38% | +$19.8K | ﹤0.01% | 392 |
|
|
2018
Q3 | $73K | Hold |
740
| – | – | ﹤0.01% | 383 |
|
|
2018
Q2 | $46K | Hold |
740
| – | – | ﹤0.01% | 433 |
|
|
2018
Q1 | $36K | Hold |
740
| – | – | ﹤0.01% | 476 |
|
|
2017
Q4 | $26K | Hold |
740
| – | – | ﹤0.01% | 491 |
|
|
2017
Q3 | $21K | Hold |
740
| – | – | ﹤0.01% | 503 |
|
|
2017
Q2 | $19K | Hold |
740
| – | – | ﹤0.01% | 499 |
|
|
2017
Q1 | $13K | Hold |
740
| – | – | ﹤0.01% | 534 |
|
|
2016
Q4 | $10K | Hold |
740
| – | – | ﹤0.01% | 534 |
|
|
2016
Q3 | $9K | Hold |
740
| – | – | ﹤0.01% | 551 |
|
|
2016
Q2 | $7K | Hold |
740
| – | – | ﹤0.01% | 572 |
|
|
2016
Q1 | $11K | Hold |
740
| – | – | ﹤0.01% | 533 |
|
|
2015
Q4 | $10K | Buy |
+740
| New | +$9.12K | ﹤0.01% | 565 |
|
Other funds holding XYZ
DIG
Loring Wolcott & Coolidge Fiduciary Advisors's XYZ Position: Q2 2025 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 10 shares — an estimated $557 sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XYZ in Q4 2015 and held it in 38 quarters. The position peaked at $374K in Q1 2022. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 10 Block Inc shares in Q2 2025, an estimated $557.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Block Inc in Q4 2015 and held it in 38 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Block Inc position peaked at $374K in Q1 2022.
- 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.