LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA – Transaction History
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio value:
992,000
portfolio value
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.08% | -3 shares | -66K | 3.67K | |
| Q2 2022 | share | Increase | +4.40% | 155 shares | -68K | 3.68K | |
| Q1 2022 | share | Increase | +44.57% | 1.08K shares | 281K | 3.52K | |
| Q4 2021 | share | 0.00% | 0 shares | 129K | 2.43K | ||
| Q3 2021 | share | Decrease | -2.87% | -72 shares | -10K | 2.43K | |
| Q2 2021 | share | Increase | +11.25% | 254 shares | 94K | 2.51K | |
| Q1 2021 | share | Decrease | -5.05% | -120 shares | 6K | 2.25K | |
| Q4 2020 | share | Increase | +13.84% | 289 shares | 129K | 2.37K | |
| Q3 2020 | share | Increase | +33.85% | 528 shares | 166K | 2.08K | |
| Q2 2020 | share | 0.00% | 0 shares | 61K | 1.56K | ||
| Q1 2020 | share | Decrease | -38.34% | -970 shares | -269K | 1.56K | |
| Q4 2019 | share | 0.00% | 0 shares | 49K | 2.53K | ||
| Q3 2019 | share | Decrease | -20.31% | -645 shares | -148K | 2.53K | |
| Q2 2019 | share | Increase | +70.24% | 1.31K shares | 310K | 3.17K | |
| Q1 2019 | share | Decrease | -44.84% | -1.51K shares | -200K | 1.86K | |
| Q4 2018 | share | Increase | 0.00% | 3.38K shares | 528K | 3.38K |