BPWM
Badgley Phelps Wealth Managers’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
6,232
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $373K | Hold |
6,232
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $397K | Sell |
6,232
-198
| -3% | -$12.6K | 0.01% | 230 |
|
|
2024
Q3 | $475K | Buy |
6,430
+154
| +2% | +$11.4K | 0.01% | 213 |
|
|
2024
Q2 | $397K | Sell |
6,276
-64
| -1% | -$4.05K | 0.01% | 210 |
|
|
2024
Q1 | $444K | Buy |
6,340
+1
| +0% | +$70 | 0.01% | 200 |
|
|
2023
Q4 | $413K | Buy |
6,339
+91
| +1% | +$5.93K | 0.01% | 196 |
|
|
2023
Q3 | $400K | Sell |
6,248
-120
| -2% | -$7.68K | 0.01% | 182 |
|
|
2023
Q2 | $488K | Sell |
6,368
-253
| -4% | -$19.4K | 0.02% | 182 |
|
|
2023
Q1 | $566K | Sell |
6,621
-65
| -1% | -$5.56K | 0.02% | 151 |
|
|
2022
Q4 | $561K | Buy |
6,686
+226
| +3% | +$18.9K | 0.02% | 147 |
|
|
2022
Q3 | $495K | Hold |
6,460
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $487K | Hold |
6,460
| – | – | 0.02% | 146 |
|
|
2022
Q1 | $437K | Sell |
6,460
-500
| -7% | -$33.8K | 0.02% | 161 |
|
|
2021
Q4 | $469K | Hold |
6,960
| – | – | 0.02% | 164 |
|
|
2021
Q3 | $416K | Buy |
+6,960
| New | +$416K | 0.02% | 165 |
|