AP
Appleton Partners’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
6,246
-2,620
| -30% | -$136K | 0.02% | 218 |
|
|
2025
Q1 | $530K | Sell |
8,866
-1,715
| -16% | -$103K | 0.04% | 171 |
|
|
2024
Q4 | $675K | Sell |
10,581
-230
| -2% | -$14.7K | 0.05% | 151 |
|
|
2024
Q3 | $798K | Hold |
10,811
| – | – | 0.06% | 143 |
|
|
2024
Q2 | $684K | Sell |
10,811
-70
| -0.6% | -$4.43K | 0.05% | 148 |
|
|
2024
Q1 | $761K | Sell |
10,881
-1,357
| -11% | -$94.9K | 0.06% | 153 |
|
|
2023
Q4 | $797K | Sell |
12,238
-2,116
| -15% | -$138K | 0.06% | 151 |
|
|
2023
Q3 | $919K | Sell |
14,354
-30
| -0.2% | -$1.92K | 0.08% | 138 |
|
|
2023
Q2 | $1.1M | Sell |
14,384
-1,233
| -8% | -$94.5K | 0.09% | 135 |
|
|
2023
Q1 | $1.34M | Buy |
15,617
+2,136
| +16% | +$183K | 0.12% | 138 |
|
|
2022
Q4 | $1.13M | Buy |
13,481
+805
| +6% | +$67.5K | 0.11% | 144 |
|
|
2022
Q3 | $971K | Buy |
12,676
+5,779
| +84% | +$443K | 0.1% | 149 |
|
|
2022
Q2 | $520K | Buy |
6,897
+588
| +9% | +$44.3K | 0.05% | 200 |
|
|
2022
Q1 | $427K | Buy |
6,309
+20
| +0.3% | +$1.35K | 0.03% | 231 |
|
|
2021
Q4 | $424K | Buy |
6,289
+232
| +4% | +$15.6K | 0.03% | 228 |
|
|
2021
Q3 | $362K | Buy |
6,057
+228
| +4% | +$13.6K | 0.03% | 230 |
|
|
2021
Q2 | $355K | Sell |
5,829
-223
| -4% | -$13.6K | 0.03% | 230 |
|
|
2021
Q1 | $371K | Buy |
6,052
+257
| +4% | +$15.8K | 0.03% | 219 |
|
|
2020
Q4 | $341K | Hold |
5,795
| – | – | 0.03% | 223 |
|
|
2020
Q3 | $357K | Sell |
5,795
-285
| -5% | -$17.6K | 0.04% | 205 |
|
|
2020
Q2 | $375K | Hold |
6,080
| – | – | 0.04% | 195 |
|
|
2020
Q1 | $321K | Sell |
6,080
-38
| -0.6% | -$2.01K | 0.04% | 206 |
|
|
2019
Q4 | $328K | Sell |
6,118
-27
| -0.4% | -$1.45K | 0.04% | 230 |
|
|
2019
Q3 | $339K | Sell |
6,145
-150
| -2% | -$8.28K | 0.04% | 222 |
|
|
2019
Q2 | $331K | Buy |
6,295
+80
| +1% | +$4.21K | 0.04% | 220 |
|
|
2019
Q1 | $322K | Buy |
+6,215
| New | +$322K | 0.04% | 214 |
|
|
2016
Q3 | – | Sell |
-4,144
| Closed | -$296K | – | 217 |
|
|
2016
Q2 | $296K | Sell |
4,144
-75
| -2% | -$5.36K | 0.06% | 171 |
|
|
2016
Q1 | $267K | Buy |
4,219
+23
| +0.5% | +$1.46K | 0.05% | 182 |
|
|
2015
Q4 | $242K | Buy |
4,196
+561
| +15% | +$32.4K | 0.05% | 195 |
|
|
2015
Q3 | $204K | Buy |
+3,635
| New | +$204K | 0.05% | 192 |
|
|
2014
Q1 | – | Sell |
-4,821
| Closed | -$241K | – | 173 |
|
|
2013
Q4 | $241K | Sell |
4,821
-350
| -7% | -$17.5K | 0.06% | 153 |
|
|
2013
Q3 | $248K | Buy |
+5,171
| New | +$248K | 0.07% | 140 |
|