BTWM
Baker Tilly Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,492
| Closed | -$804K | – | 332 |
|
|
2024
Q1 | $804K | Buy |
11,492
+303
| +3% | +$21.2K | 0.15% | 156 |
|
|
2023
Q4 | $729K | Sell |
11,189
-1,158
| -9% | -$75.4K | 0.12% | 188 |
|
|
2023
Q3 | $790K | Sell |
12,347
-688
| -5% | -$44K | 0.13% | 159 |
|
|
2023
Q2 | $1,000K | Buy |
13,035
+583
| +5% | +$44.7K | 0.11% | 197 |
|
|
2023
Q1 | $1.06M | Buy |
12,452
+150
| +1% | +$12.8K | 0.12% | 187 |
|
|
2022
Q4 | $1.03M | Sell |
12,302
-431
| -3% | -$36.1K | 0.13% | 180 |
|
|
2022
Q3 | $975K | Buy |
12,733
+362
| +3% | +$27.7K | 0.13% | 168 |
|
|
2022
Q2 | $933K | Sell |
12,371
-161
| -1% | -$12.1K | 0.12% | 182 |
|
|
2022
Q1 | $849K | Sell |
12,532
-392
| -3% | -$26.6K | 0.09% | 225 |
|
|
2021
Q4 | $871K | Buy |
12,924
+1,551
| +14% | +$105K | 0.09% | 233 |
|
|
2021
Q3 | $680K | Buy |
11,373
+1,769
| +18% | +$106K | 0.09% | 251 |
|
|
2021
Q2 | $585K | Buy |
9,604
+1,360
| +16% | +$82.8K | 0.09% | 242 |
|
|
2021
Q1 | $506K | Buy |
8,244
+2
| +0% | +$123 | 0.1% | 239 |
|
|
2020
Q4 | $485K | Buy |
+8,242
| New | +$485K | 0.15% | 150 |
|