Baldwin Wealth Partners’s General Mills GIS Stock Holding History

Baldwin Wealth Partners’s Portfolio GIS Stock Details GIS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,379	Closed	-$102K	–	550
2024 Q3	$102K	Buy	1,379 +104	+8%	+$7.68K	0.01%	414
2024 Q2	$80.7K	Hold	1,275	–	–	0.01%	289
2024 Q1	$89.2K	Sell	1,275 -235	-16%	-$16.4K	0.01%	286
2023 Q4	$98.4K	Hold	1,510	–	–	0.01%	278
2023 Q3	$96.6K	Sell	1,510 -145	-9%	-$9.28K	0.01%	303
2023 Q2	$127K	Hold	1,655	–	–	0.01%	287
2023 Q1	$141K	Hold	1,655	–	–	0.01%	277
2022 Q4	$139K	Buy	1,655 +208	+14%	+$17.4K	0.01%	275
2022 Q3	$111K	Buy	1,447 +3	+0.2%	+$230	0.02%	230
2022 Q2	$109K	Sell	1,444 -144	-9%	-$10.9K	0.01%	244
2022 Q1	$108K	Hold	1,588	–	–	0.01%	265
2021 Q4	$107K	Hold	1,588	–	–	0.01%	254
2021 Q3	$95K	Hold	1,588	–	–	0.01%	268
2021 Q2	$97K	Buy	1,588 +338	+27%	+$20.6K	0.01%	274
2021 Q1	$77K	Buy	1,250 +153	+14%	+$9.43K	0.01%	286
2020 Q4	$65K	Hold	1,097	–	–	0.01%	291
2020 Q3	$68K	Hold	1,097	–	–	0.01%	261
2020 Q2	$68K	Hold	1,097	–	–	0.01%	260
2020 Q1	$58K	Hold	1,097	–	–	0.01%	261
2019 Q4	$59K	Hold	1,097	–	–	0.01%	299
2019 Q3	$60K	Hold	1,097	–	–	0.01%	282
2019 Q2	$58K	Sell	1,097 -38	-3%	-$2.01K	0.01%	292
2019 Q1	$59K	Sell	1,135 -770	-40%	-$40K	0.01%	285
2018 Q4	$74K	Buy	1,905 +808	+74%	+$31.4K	0.01%	250
2018 Q3	$47K	Hold	1,097	–	–	0.01%	321
2018 Q2	$49K	Hold	1,097	–	–	0.01%	319
2018 Q1	$49K	Sell	1,097 -809	-42%	-$36.1K	0.01%	298
2017 Q4	$113K	Hold	1,906	–	–	0.02%	237
2017 Q3	$99K	Hold	1,906	–	–	0.02%	235
2017 Q2	$106K	Hold	1,906	–	–	0.02%	233
2017 Q1	$112K	Hold	1,906	–	–	0.02%	222
2016 Q4	$118K	Hold	1,906	–	–	0.02%	217
2016 Q3	$122K	Sell	1,906 -515	-21%	-$33K	0.02%	208
2016 Q2	$173K	Sell	2,421 -25,940	-91%	-$1.85M	0.04%	174
2016 Q1	$1.8M	Buy	28,361 +9,638	+51%	+$611K	0.32%	69
2015 Q4	$1.08M	Buy	18,723 +493	+3%	+$28.4K	0.18%	118
2015 Q3	$1.02M	Buy	+18,230	New	+$1.02M	0.17%	119