CIA
Choate Investment Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
91,121
+270
| +0.3% | +$14K | 0.1% | 81 |
|
|
2025
Q1 | $5.43M | Sell |
90,851
-165
| -0.2% | -$9.87K | 0.14% | 75 |
|
|
2024
Q4 | $5.8M | Sell |
91,016
-281
| -0.3% | -$17.9K | 0.14% | 78 |
|
|
2024
Q3 | $6.74M | Sell |
91,297
-352
| -0.4% | -$26K | 0.17% | 72 |
|
|
2024
Q2 | $5.8M | Sell |
91,649
-4,816
| -5% | -$305K | 0.15% | 76 |
|
|
2024
Q1 | $6.75M | Buy |
96,465
+2,962
| +3% | +$207K | 0.18% | 69 |
|
|
2023
Q4 | $6.09M | Buy |
93,503
+3,857
| +4% | +$251K | 0.19% | 65 |
|
|
2023
Q3 | $5.74M | Buy |
89,646
+1,917
| +2% | +$123K | 0.22% | 46 |
|
|
2023
Q2 | $6.73M | Buy |
87,729
+4,164
| +5% | +$319K | 0.28% | 37 |
|
|
2023
Q1 | $7.14M | Sell |
83,565
-248
| -0.3% | -$21.2K | 0.34% | 29 |
|
|
2022
Q4 | $7.03M | Buy |
83,813
+5,315
| +7% | +$446K | 0.42% | 30 |
|
|
2022
Q3 | $6.01M | Sell |
78,498
-270
| -0.3% | -$20.7K | 0.4% | 28 |
|
|
2022
Q2 | $5.94M | Buy |
78,768
+363
| +0.5% | +$27.4K | 0.36% | 28 |
|
|
2022
Q1 | $5.31M | Hold |
78,405
| – | – | 0.28% | 29 |
|
|
2021
Q4 | $5.28M | Buy |
78,405
+12
| +0% | +$809 | 0.31% | 30 |
|
|
2021
Q3 | $4.69M | Hold |
78,393
| – | – | 0.3% | 33 |
|
|
2021
Q2 | $4.78M | Sell |
78,393
-111
| -0.1% | -$6.76K | 0.29% | 33 |
|
|
2021
Q1 | $4.81M | Buy |
78,504
+871
| +1% | +$53.4K | 0.3% | 33 |
|
|
2020
Q4 | $4.57M | Hold |
77,633
| – | – | 0.28% | 33 |
|
|
2020
Q3 | $4.79M | Buy |
77,633
+342
| +0.4% | +$21.1K | 0.31% | 29 |
|
|
2020
Q2 | $4.77M | Hold |
77,291
| – | – | 0.35% | 29 |
|
|
2020
Q1 | $4.08M | Hold |
77,291
| – | – | 0.33% | 36 |
|
|
2019
Q4 | $4.14M | Hold |
77,291
| – | – | 0.25% | 46 |
|
|
2019
Q3 | $4.26M | Hold |
77,291
| – | – | 0.26% | 47 |
|
|
2019
Q2 | $4.06M | Hold |
77,291
| – | – | 0.24% | 50 |
|
|
2019
Q1 | $4M | Buy |
77,291
+1,549
| +2% | +$80.2K | 0.24% | 50 |
|
|
2018
Q4 | $2.95M | Sell |
75,742
-1,549
| -2% | -$60.3K | 0.19% | 59 |
|
|
2018
Q3 | $3.32M | Buy |
77,291
+1,549
| +2% | +$66.5K | 0.18% | 52 |
|
|
2018
Q2 | $3.35M | Sell |
75,742
-3,188
| -4% | -$141K | 0.19% | 57 |
|
|
2018
Q1 | $3.56M | Sell |
78,930
-2,707
| -3% | -$122K | 0.19% | 60 |
|
|
2017
Q4 | $4.84M | Sell |
81,637
-1,409
| -2% | -$83.5K | 0.25% | 51 |
|
|
2017
Q3 | $4.3M | Buy |
83,046
+65,887
| +384% | +$3.41M | 0.23% | 57 |
|
|
2017
Q2 | $951K | Sell |
17,159
-2,114
| -11% | -$117K | 0.05% | 122 |
|
|
2017
Q1 | $1.14M | Sell |
19,273
-863
| -4% | -$50.9K | 0.07% | 111 |
|
|
2016
Q4 | $1.24M | Sell |
20,136
-733
| -4% | -$45.3K | 0.08% | 97 |
|
|
2016
Q3 | $1.33M | Buy |
20,869
+6,284
| +43% | +$401K | 0.09% | 100 |
|
|
2016
Q2 | $1.04M | Buy |
14,585
+121
| +0.8% | +$8.63K | 0.07% | 106 |
|
|
2016
Q1 | $916K | Sell |
14,464
-38,974
| -73% | -$2.47M | 0.06% | 111 |
|
|
2015
Q4 | $2.85M | Buy |
53,438
+35,890
| +205% | +$1.91M | 0.21% | 66 |
|
|
2015
Q3 | $985K | Sell |
17,548
-814
| -4% | -$45.7K | 0.07% | 104 |
|
|
2015
Q2 | $1.02M | Sell |
18,362
-5,407
| -23% | -$301K | 0.06% | 108 |
|
|
2015
Q1 | $1.35M | Sell |
23,769
-29,669
| -56% | -$1.68M | 0.08% | 100 |
|
|
2014
Q4 | $2.85M | Sell |
53,438
-2,296
| -4% | -$122K | 0.17% | 68 |
|
|
2014
Q3 | $2.81M | Buy |
55,734
+1,800
| +3% | +$90.8K | 0.17% | 62 |
|
|
2014
Q2 | $2.83M | Buy |
53,934
+2,500
| +5% | +$131K | 0.17% | 65 |
|
|
2014
Q1 | $2.67M | Sell |
51,434
-1,580
| -3% | -$81.9K | 0.17% | 70 |
|
|
2013
Q4 | $2.65M | Buy |
53,014
+2,326
| +5% | +$116K | 0.17% | 76 |
|
|
2013
Q3 | $2.43M | Sell |
50,688
-1,125
| -2% | -$53.9K | 0.18% | 74 |
|
|
2013
Q2 | $2.51M | Buy |
+51,813
| New | +$2.51M | 0.2% | 71 |
|