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 |
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|
2025
Q1 | $557 | Hold |
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|
2024
Q4 | $850 | Sell |
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|
2024
Q3 | $7.98K | Buy |
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|
2024
Q2 | $7.21K | Hold |
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|
2024
Q1 | $7.16K | Hold |
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|
2023
Q4 | $6.5K | Hold |
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|
2023
Q3 | $4.4K | Hold |
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|
2023
Q2 | $6.66K | Hold |
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|
2023
Q1 | $6.87K | Hold |
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|
2022
Q4 | $6.28K | Sell |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $147K | Buy |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q4 | $180K | Hold |
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|
2020
Q3 | $134K | Hold |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $43K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $51K | Hold |
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|
2019
Q2 | $60K | Buy |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $57K | Buy |
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|
2018
Q3 | $73K | Hold |
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|
2018
Q2 | $46K | Hold |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $10K | Buy |
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