LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33K | Hold |
17
| – | – | ﹤0.01% | 511 |
|
|
2025
Q1 | $1.24K | Hold |
17
| – | – | ﹤0.01% | 528 |
|
|
2024
Q4 | $1.39K | Hold |
17
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $1.24K | Hold |
17
| – | – | ﹤0.01% | 551 |
|
|
2024
Q2 | $1.01K | Hold |
17
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $1.01K | Hold |
17
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $1.1K | Hold |
17
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $1.04K | Hold |
17
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $1.15K | Sell |
17
-163
| -91% | -$11.1K | ﹤0.01% | 616 |
|
|
2023
Q1 | $13.3K | Hold |
180
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $12.2K | Hold |
180
| – | – | ﹤0.01% | 491 |
|
|
2022
Q3 | $13K | Hold |
180
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $19K | Hold |
180
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $21K | Hold |
180
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $33K | Sell |
180
-3
| -2% | -$550 | ﹤0.01% | 494 |
|
|
2021
Q3 | $48K | Hold |
183
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $71K | Buy |
+183
| New | +$71K | ﹤0.01% | 442 |
|
|
2021
Q1 | – | Sell |
-176
| Closed | -$59K | – | 729 |
|
|
2020
Q4 | $59K | Buy |
176
+51
| +41% | +$17.1K | ﹤0.01% | 409 |
|
|
2020
Q3 | $59K | Hold |
125
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $32K | Buy |
125
+90
| +257% | +$23K | ﹤0.01% | 414 |
|
|
2020
Q1 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 591 |
|