LWA
Lowe Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.7K | Hold |
960
| – | – | 0.02% | 142 |
|
|
2025
Q1 | $57.4K | Sell |
960
-157
| -14% | -$9.39K | 0.02% | 125 |
|
|
2024
Q4 | $71.2K | Hold |
1,117
| – | – | 0.03% | 107 |
|
|
2024
Q3 | $82.5K | Hold |
1,117
| – | – | 0.04% | 93 |
|
|
2024
Q2 | $70.7K | Hold |
1,117
| – | – | 0.03% | 97 |
|
|
2024
Q1 | $78.2K | Hold |
1,117
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $72.8K | Hold |
1,117
| – | – | 0.04% | 90 |
|
|
2023
Q3 | $71.5K | Hold |
1,117
| – | – | 0.04% | 86 |
|
|
2023
Q2 | $85.7K | Hold |
1,117
| – | – | 0.04% | 85 |
|
|
2023
Q1 | $95.5K | Hold |
1,117
| – | – | 0.05% | 77 |
|
|
2022
Q4 | $93.7K | Hold |
1,117
| – | – | 0.05% | 77 |
|
|
2022
Q3 | $86K | Buy |
1,117
+157
| +16% | +$12.1K | 0.05% | 72 |
|
|
2022
Q2 | $72K | Hold |
960
| – | – | 0.04% | 74 |
|
|
2022
Q1 | $65K | Hold |
960
| – | – | 0.03% | 89 |
|
|
2021
Q4 | $65K | Hold |
960
| – | – | 0.03% | 87 |
|
|
2021
Q3 | $57K | Hold |
960
| – | – | 0.03% | 87 |
|
|
2021
Q2 | $58K | Hold |
960
| – | – | 0.03% | 83 |
|
|
2021
Q1 | $59K | Hold |
960
| – | – | 0.03% | 76 |
|
|
2020
Q4 | $56K | Hold |
960
| – | – | 0.03% | 77 |
|
|
2020
Q3 | $59K | Hold |
960
| – | – | 0.03% | 65 |
|
|
2020
Q2 | $59K | Hold |
960
| – | – | 0.03% | 61 |
|
|
2020
Q1 | $51K | Buy |
+960
| New | +$51K | 0.04% | 59 |
|
|
2017
Q1 | – | Sell |
-150
| Closed | -$9K | – | 229 |
|
|
2016
Q4 | $9K | Buy |
+150
| New | +$9K | 0.01% | 140 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$56K | – | 232 |
|
|
2015
Q2 | $56K | Sell |
1,000
-729
| -42% | -$40.8K | 0.04% | 68 |
|
|
2015
Q1 | $98K | Sell |
1,729
-800
| -32% | -$45.3K | 0.07% | 44 |
|
|
2014
Q4 | $135K | Buy |
+2,529
| New | +$135K | 0.1% | 37 |
|