LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA – Morgan Stanley Transaction History
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio value:
$2.22M
portfolio value
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 83K | $79.01 | 28.20K | |
| Q2 2022 | share | Decrease | -0.39% | -111 shares | -330K | $76.06 | 28.20K |
| Q1 2022 | share | Increase | +6.41% | 1.70K shares | -137K | $87.4 | 28.31K |
| Q4 2021 | share | Decrease | -1.90% | -515 shares | -28K | $98.8 | 26.61K |
| Q3 2021 | share | Decrease | -0.27% | -74 shares | 146K | $96.65 | 27.12K |
| Q2 2021 | share | Decrease | -4.33% | -1.23K shares | 286K | $90.41 | 27.19K |
| Q1 2021 | share | Increase | +13.77% | 3.44K shares | 496K | $76.26 | 28.42K |
| Q4 2020 | share | 0.00% | 0 shares | 504K | $66.95 | 24.98K | |
| Q3 2020 | share | Increase | +46175.93% | 24.93K shares | 1.20M | $46.9 | 24.98K |
| Q2 2020 | share | Decrease | -92.05% | -625 shares | -20K | $46.52 | 54 |
| Q1 2020 | share | Increase | +8.64% | 54 shares | -9K | $32.47 | 679 |
| Q4 2019 | share | 0.00% | 0 shares | 5K | $48.5 | 625 | |
| Q3 2019 | share | Decrease | -14.73% | -108 shares | -5K | $40.18 | 625 |
| Q2 2019 | share | Decrease | -40.55% | -500 shares | -20K | $40.93 | 733 |
| Q1 2019 | share | Decrease | -37.57% | -742 shares | -26K | $39.18 | 1.23K |
| Q4 2018 | share | Increase | +229.17% | 1.37K shares | 50K | $36.56 | 1.97K |
| Q3 2018 | share | Decrease | -50.00% | -600 shares | -29K | $42.65 | 600 |
| Q2 2018 | share | 0.00% | 0 shares | -8K | $43.16 | 1.2K | |
| Q1 2018 | share | Decrease | -57.14% | -1.6K shares | -82K | $48.9 | 1.2K |
| Q4 2017 | share | Increase | +119.44% | 1.52K shares | 86K | $47.34 | 2.8K |
| Q3 2017 | share | Increase | +6.33% | 76 shares | 5K | $43.24 | 1.27K |
| Q2 2017 | share | 0.00% | 0 shares | 5K | $39.79 | 1.2K | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $38.08 | 1.2K | |
| Q4 2016 | share | 0.00% | 0 shares | 13K | $37.38 | 1.2K | |
| Q3 2016 | share | 0.00% | 0 shares | 7K | $28.2 | 1.2K | |
| Q2 2016 | share | 0.00% | 0 shares | 1K | $22.7 | 1.2K | |
| Q1 2016 | share | Decrease | -65.76% | -2.30K shares | -81K | $21.73 | 1.2K |