LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA – FactSet Research Systems Inc. Transaction History
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio value:
$1.81M
portfolio value
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA quarter portfolio value change:
+4.04%
quarter
FactSet Research Systems Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 70K | $400.11 | 4.53K | |
| Q2 2022 | share | 0.00% | 0 shares | -225K | $384.57 | 4.53K | |
| Q1 2022 | share | Decrease | -3.30% | -155 shares | -310K | $434.15 | 4.53K |
| Q4 2021 | share | Decrease | -3.40% | -165 shares | 362K | $484.74 | 4.69K |
| Q3 2021 | share | Decrease | -0.12% | -6 shares | 286K | $394.09 | 4.85K |
| Q2 2021 | share | Decrease | -0.12% | -6 shares | 129K | $334.3 | 4.86K |
| Q1 2021 | share | Increase | +0.25% | 12 shares | -112K | $306.63 | 4.86K |
| Q4 2020 | share | 0.00% | 0 shares | -12K | $329.53 | 4.85K | |
| Q3 2020 | share | 0.00% | 0 shares | 31K | $331.1 | 4.85K | |
| Q2 2020 | share | 0.00% | 0 shares | 329K | $324.05 | 4.85K | |
| Q1 2020 | share | 0.00% | 0 shares | -37K | $256.52 | 4.85K | |
| Q4 2019 | share | 0.00% | 0 shares | 123K | $263.34 | 4.85K | |
| Q3 2019 | share | Decrease | -0.41% | -20 shares | -217K | $237.82 | 4.85K |
| Q2 2019 | share | 0.00% | 0 shares | 187K | $279.75 | 4.87K | |
| Q1 2019 | share | 0.00% | 0 shares | 234K | $241.74 | 4.87K | |
| Q4 2018 | share | Increase | +2.74% | 130 shares | -86K | $194.34 | 4.87K |
| Q3 2018 | share | Increase | +3.04% | 140 shares | 150K | $216.64 | 4.74K |
| Q2 2018 | share | 0.00% | 0 shares | -6K | $191.3 | 4.60K | |
| Q1 2018 | share | Increase | +14.69% | 590 shares | 144K | $191.96 | 4.60K |
| Q4 2017 | share | Increase | +0.63% | 25 shares | 55K | $185.05 | 4.01K |
| Q3 2017 | share | 0.00% | 0 shares | 52K | $172.42 | 3.99K | |
| Q2 2017 | share | 0.00% | 0 shares | 9K | $158.51 | 3.99K | |
| Q1 2017 | share | Decrease | -19.96% | -995 shares | -157K | $156.76 | 3.99K |
| Q4 2016 | share | Decrease | -5.85% | -310 shares | -43K | $154.92 | 4.98K |
| Q3 2016 | share | Decrease | -95.67% | -116.87K shares | -18.86M | $153.19 | 5.29K |
| Q2 2016 | share | Increase | +8.70% | 9.78K shares | 2.69M | $152.12 | 122.16K |
| Q1 2016 | share | Decrease | -0.32% | -360 shares | -1.29M | $142.34 | 112.38K |