Loring Wolcott & Coolidge Fiduciary Advisors’s Block, Inc. XYZ Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	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%	-$8.5K	﹤0.01%	534
2024 Q3	$7.98K	Buy	110 +10	+10%	+$726	﹤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%	-$45.6K	﹤0.01%	519
2022 Q3	$45K	Sell	825 -1,875	-69%	-$102K	﹤0.01%	424
2022 Q2	$166K	Sell	2,700 -55	-2%	-$3.38K	﹤0.01%	310
2022 Q1	$374K	Buy	2,755 +1,842	+202%	+$250K	﹤0.01%	235
2021 Q4	$147K	Buy	913 +20	+2%	+$3.22K	﹤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%	+$15.5K	﹤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%	+$22.2K	﹤0.01%	389
2019 Q1	$39K	Sell	520 -500	-49%	-$37.5K	﹤0.01%	426
2018 Q4	$57K	Buy	1,020 +280	+38%	+$15.6K	﹤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	+$10K	﹤0.01%	565