LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
14,376
-250
| -2% | -$13K | 0.01% | 176 |
|
|
2025
Q1 | $838K | Sell |
14,626
-430
| -3% | -$24.6K | 0.01% | 166 |
|
|
2024
Q4 | $928K | Sell |
15,056
-64
| -0.4% | -$3.95K | 0.01% | 173 |
|
|
2024
Q3 | $1.04M | Sell |
15,120
-850
| -5% | -$58.3K | 0.01% | 159 |
|
|
2024
Q2 | $1M | Sell |
15,970
-226
| -1% | -$14.2K | 0.01% | 152 |
|
|
2024
Q1 | $1.15M | Sell |
16,196
-403
| -2% | -$28.7K | 0.01% | 138 |
|
|
2023
Q4 | $1.08M | Sell |
16,599
-1,853
| -10% | -$120K | 0.01% | 149 |
|
|
2023
Q3 | $1.22M | Buy |
18,452
+34
| +0.2% | +$2.25K | 0.01% | 135 |
|
|
2023
Q2 | $1.41M | Sell |
18,418
-510
| -3% | -$39.1K | 0.02% | 135 |
|
|
2023
Q1 | $1.62M | Sell |
18,928
-330
| -2% | -$28.2K | 0.02% | 122 |
|
|
2022
Q4 | $1.61M | Sell |
19,258
-133
| -0.7% | -$11.2K | 0.02% | 119 |
|
|
2022
Q3 | $1.49M | Buy |
19,391
+70
| +0.4% | +$5.36K | 0.02% | 125 |
|
|
2022
Q2 | $1.46M | Sell |
19,321
-1,145
| -6% | -$86.4K | 0.02% | 131 |
|
|
2022
Q1 | $1.39M | Buy |
20,466
+65
| +0.3% | +$4.4K | 0.01% | 140 |
|
|
2021
Q4 | $1.38M | Sell |
20,401
-802
| -4% | -$54.1K | 0.01% | 148 |
|
|
2021
Q3 | $1.27M | Sell |
21,203
-3,145
| -13% | -$188K | 0.01% | 151 |
|
|
2021
Q2 | $1.48M | Sell |
24,348
-406
| -2% | -$24.7K | 0.02% | 148 |
|
|
2021
Q1 | $1.52M | Sell |
24,754
-5,080
| -17% | -$312K | 0.02% | 135 |
|
|
2020
Q4 | $1.75M | Buy |
29,834
+1,054
| +4% | +$62K | 0.02% | 126 |
|
|
2020
Q3 | $1.78M | Hold |
28,780
| – | – | 0.02% | 116 |
|
|
2020
Q2 | $1.77M | Hold |
28,780
| – | – | 0.02% | 115 |
|
|
2020
Q1 | $1.52M | Sell |
28,780
-7,001
| -20% | -$370K | 0.03% | 115 |
|
|
2019
Q4 | $1.92M | Hold |
35,781
| – | – | 0.03% | 118 |
|
|
2019
Q3 | $1.97M | Sell |
35,781
-3,683
| -9% | -$203K | 0.03% | 115 |
|
|
2019
Q2 | $2.07M | Sell |
39,464
-5,235
| -12% | -$275K | 0.03% | 114 |
|
|
2019
Q1 | $2.31M | Sell |
44,699
-1,458
| -3% | -$75.4K | 0.04% | 112 |
|
|
2018
Q4 | $1.8M | Sell |
46,157
-6,299
| -12% | -$245K | 0.03% | 118 |
|
|
2018
Q3 | $2.25M | Sell |
52,456
-1,147
| -2% | -$49.2K | 0.04% | 117 |
|
|
2018
Q2 | $2.37M | Sell |
53,603
-15,067
| -22% | -$667K | 0.04% | 112 |
|
|
2018
Q1 | $3.09M | Sell |
68,670
-3,391
| -5% | -$153K | 0.06% | 107 |
|
|
2017
Q4 | $4.27M | Sell |
72,061
-5,670
| -7% | -$336K | 0.08% | 99 |
|
|
2017
Q3 | $4.02M | Sell |
77,731
-384
| -0.5% | -$19.9K | 0.08% | 97 |
|
|
2017
Q2 | $4.35M | Sell |
78,115
-8,432
| -10% | -$469K | 0.09% | 93 |
|
|
2017
Q1 | $5.11M | Hold |
86,547
| – | – | 0.11% | 92 |
|
|
2016
Q4 | $5.35M | Buy |
86,547
+4,800
| +6% | +$296K | 0.12% | 92 |
|
|
2016
Q3 | $5.22M | Sell |
81,747
-355
| -0.4% | -$22.7K | 0.12% | 91 |
|
|
2016
Q2 | $5.86M | Buy |
82,102
+635
| +0.8% | +$45.3K | 0.13% | 85 |
|
|
2016
Q1 | $5.16M | Sell |
81,467
-301
| -0.4% | -$19.1K | 0.12% | 90 |
|
|
2015
Q4 | $4.72M | Buy |
81,768
+11,970
| +17% | +$690K | 0.12% | 91 |
|
|
2015
Q3 | $3.89M | Hold |
69,798
| – | – | 0.1% | 95 |
|
|
2015
Q2 | $3.89M | Sell |
69,798
-252
| -0.4% | -$14K | 0.1% | 95 |
|
|
2015
Q1 | $3.97M | Sell |
70,050
-250
| -0.4% | -$14.2K | 0.1% | 95 |
|
|
2014
Q4 | $3.75M | Buy |
70,300
+300
| +0.4% | +$16K | 0.1% | 98 |
|
|
2014
Q3 | $3.53M | Sell |
70,000
-1,941
| -3% | -$97.9K | 0.1% | 99 |
|
|
2014
Q2 | $3.78M | Hold |
71,941
| – | – | 0.1% | 92 |
|
|
2014
Q1 | $3.73M | Sell |
71,941
-1,047
| -1% | -$54.3K | 0.1% | 97 |
|
|
2013
Q4 | $3.64M | Hold |
72,988
| – | – | 0.1% | 100 |
|
|
2013
Q3 | $3.5M | Hold |
72,988
| – | – | 0.11% | 98 |
|
|
2013
Q2 | $3.54M | Buy |
+72,988
| New | +$3.54M | 0.11% | 105 |
|