LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
4,840
-2,210
| -31% | -$109K | ﹤0.01% | 258 |
|
|
2025
Q1 | $323K | Sell |
7,050
-339
| -5% | -$15.5K | ﹤0.01% | 236 |
|
|
2024
Q4 | $356K | Buy |
+7,389
| New | +$356K | ﹤0.01% | 234 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | – | – | 614 |
|
|
2022
Q2 | $0 | Sell |
19
-172
| -90% | – | ﹤0.01% | 647 |
|
|
2022
Q1 | $8K | Hold |
191
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $11K | Hold |
191
| – | – | ﹤0.01% | 586 |
|
|
2021
Q3 | $10K | Sell |
191
-25
| -12% | -$1.31K | ﹤0.01% | 587 |
|
|
2021
Q2 | $13K | Buy |
+216
| New | +$13K | ﹤0.01% | 579 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$17K | – | 466 |
|
|
2020
Q4 | $17K | Buy |
+400
| New | +$17K | ﹤0.01% | 524 |
|
|
2019
Q3 | – | Sell |
-78
| Closed | -$3K | – | 695 |
|
|
2019
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 643 |
|
|
2019
Q1 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 620 |
|
|
2017
Q4 | – | Sell |
-14
| Closed | – | – | 787 |
|
|
2017
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 826 |
|
|
2016
Q1 | – | Sell |
-105
| Closed | -$4K | – | 630 |
|
|
2015
Q4 | $4K | Sell |
105
-495
| -83% | -$18.9K | ﹤0.01% | 604 |
|
|
2015
Q3 | $20K | Hold |
600
| – | – | ﹤0.01% | 490 |
|
|
2015
Q2 | $20K | Hold |
600
| – | – | ﹤0.01% | 490 |
|
|
2015
Q1 | $23K | Hold |
600
| – | – | ﹤0.01% | 498 |
|
|
2014
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 496 |
|
|
2014
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 482 |
|
|
2014
Q2 | $22K | Hold |
600
| – | – | ﹤0.01% | 503 |
|
|
2014
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 489 |
|
|
2013
Q4 | $25K | Hold |
600
| – | – | ﹤0.01% | 453 |
|
|
2013
Q3 | $22K | Hold |
600
| – | – | ﹤0.01% | 433 |
|
|
2013
Q2 | $20K | Buy |
+600
| New | +$20K | ﹤0.01% | 479 |
|