BWP
BSW Wealth Partners’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
4,044
-60
| -1% | -$3.11K | 0.03% | 301 |
|
|
2025
Q1 | $245K | Sell |
4,104
-1,717
| -29% | -$103K | 0.04% | 259 |
|
|
2024
Q4 | $371K | Buy |
5,821
+79
| +1% | +$5.04K | 0.05% | 197 |
|
|
2024
Q3 | $424K | Buy |
5,742
+925
| +19% | +$68.3K | 0.06% | 175 |
|
|
2024
Q2 | $305K | Buy |
4,817
+288
| +6% | +$18.2K | 0.05% | 206 |
|
|
2024
Q1 | $317K | Sell |
4,529
-443
| -9% | -$31K | 0.05% | 213 |
|
|
2023
Q4 | $324K | Buy |
4,972
+30
| +0.6% | +$1.95K | 0.06% | 193 |
|
|
2023
Q3 | $316K | Sell |
4,942
-1,082
| -18% | -$69.2K | 0.07% | 166 |
|
|
2023
Q2 | $462K | Sell |
6,024
-26
| -0.4% | -$1.99K | 0.1% | 118 |
|
|
2023
Q1 | $517K | Sell |
6,050
-2,213
| -27% | -$189K | 0.11% | 132 |
|
|
2022
Q4 | $693K | Buy |
8,263
+335
| +4% | +$28.1K | 0.15% | 100 |
|
|
2022
Q3 | $607K | Buy |
7,928
+500
| +7% | +$38.3K | 0.15% | 91 |
|
|
2022
Q2 | $560K | Buy |
7,428
+516
| +7% | +$38.9K | 0.13% | 109 |
|
|
2022
Q1 | $468K | Buy |
6,912
+332
| +5% | +$22.5K | 0.12% | 130 |
|
|
2021
Q4 | $443K | Buy |
6,580
+172
| +3% | +$11.6K | 0.11% | 137 |
|
|
2021
Q3 | $383K | Buy |
6,408
+678
| +12% | +$40.5K | 0.11% | 134 |
|
|
2021
Q2 | $349K | Buy |
5,730
+956
| +20% | +$58.2K | 0.1% | 152 |
|
|
2021
Q1 | $293K | Buy |
+4,774
| New | +$293K | 0.08% | 146 |
|