Carson Wealth (CWM LLC)’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
264,925
+13,450
| +5% | +$697K | 0.05% | 316 |
|
|
2025
Q1 | $15M | Buy |
251,475
+1,673
| +0.7% | +$100K | 0.06% | 269 |
|
|
2024
Q4 | $15.9M | Buy |
249,802
+2,616
| +1% | +$167K | 0.07% | 244 |
|
|
2024
Q3 | $18.3M | Sell |
247,186
-7,376
| -3% | -$545K | 0.08% | 223 |
|
|
2024
Q2 | $16.1M | Sell |
254,562
-6,190
| -2% | -$392K | 0.08% | 231 |
|
|
2024
Q1 | $18.2M | Buy |
260,752
+1,736
| +0.7% | +$121K | 0.09% | 208 |
|
|
2023
Q4 | $16.9M | Sell |
259,016
-42,706
| -14% | -$2.78M | 0.09% | 206 |
|
|
2023
Q3 | $19.3M | Buy |
301,722
+33,941
| +13% | +$2.17M | 0.12% | 161 |
|
|
2023
Q2 | $20.5M | Buy |
267,781
+245,573
| +1,106% | +$18.8M | 0.13% | 152 |
|
|
2023
Q1 | $1.9M | Buy |
22,208
+2,978
| +15% | +$255K | 0.01% | 487 |
|
|
2022
Q4 | $1.61M | Buy |
19,230
+5,616
| +41% | +$471K | 0.01% | 481 |
|
|
2022
Q3 | $1.04M | Sell |
13,614
-617
| -4% | -$47.3K | 0.01% | 548 |
|
|
2022
Q2 | $1.07M | Buy |
14,231
+1,441
| +11% | +$109K | 0.01% | 545 |
|
|
2022
Q1 | $866K | Buy |
12,790
+2,338
| +22% | +$158K | 0.01% | 595 |
|
|
2021
Q4 | $704K | Buy |
+10,452
| New | +$704K | 0.01% | 643 |
|
|
2021
Q2 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2021
Q1 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2020
Q4 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2020
Q3 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2020
Q2 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2020
Q1 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2019
Q4 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2019
Q3 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2019
Q2 | $870K | Hold |
14,275
| – | – | 0.01% | 585 |
|
|
2019
Q1 | $870K | Buy |
14,275
+7,732
| +118% | +$471K | 0.01% | 585 |
|
|
2018
Q4 | $255K | Sell |
6,543
-535,516
| -99% | -$20.9M | 0.01% | 551 |
|
|
2018
Q3 | $23.3M | Sell |
542,059
-15,445
| -3% | -$663K | 0.59% | 39 |
|
|
2018
Q2 | $24.7M | Sell |
557,504
-34,024
| -6% | -$1.51M | 0.81% | 32 |
|
|
2018
Q1 | $26.7M | Buy |
591,528
+590,815
| +82,863% | +$26.6M | 1.06% | 26 |
|
|
2017
Q4 | $42K | Sell |
713
-332
| -32% | -$19.6K | ﹤0.01% | 558 |
|
|
2017
Q3 | $54K | Sell |
1,045
-7,686
| -88% | -$397K | ﹤0.01% | 503 |
|
|
2017
Q2 | $484K | Sell |
8,731
-2,084
| -19% | -$116K | 0.02% | 244 |
|
|
2017
Q1 | $638K | Sell |
10,815
-60,225
| -85% | -$3.55M | 0.04% | 214 |
|
|
2016
Q4 | $4.39M | Buy |
71,040
+913
| +1% | +$56.4K | 0.27% | 97 |
|
|
2016
Q3 | $4.48M | Sell |
70,127
-900
| -1% | -$57.5K | 0.31% | 95 |
|
|
2016
Q2 | $5.07M | Sell |
71,027
-8,100
| -10% | -$578K | 0.37% | 81 |
|
|
2016
Q1 | $5.01M | Buy |
79,127
+576
| +0.7% | +$36.5K | 0.44% | 74 |
|
|
2015
Q4 | $4.53M | Buy |
78,551
+3,424
| +5% | +$197K | 0.44% | 76 |
|
|
2015
Q3 | $4.22M | Buy |
75,127
+9,206
| +14% | +$517K | 0.42% | 82 |
|
|
2015
Q2 | $3.67M | Buy |
65,921
+41,639
| +171% | +$2.32M | 0.35% | 101 |
|
|
2015
Q1 | $1.37M | Buy |
+24,282
| New | +$1.37M | 0.14% | 127 |
|
|
2014
Q3 | – | Sell |
-4,059
| Closed | -$213K | – | 182 |
|
|
2014
Q2 | $213K | Buy |
+4,059
| New | +$213K | 0.04% | 172 |
|
|
2014
Q1 | – | Sell |
-20,902
| Closed | -$1.04M | – | 259 |
|
|
2013
Q4 | $1.04M | Buy |
20,902
+7,914
| +61% | +$395K | 0.16% | 89 |
|
|
2013
Q3 | $622K | Buy |
+12,988
| New | +$622K | 0.16% | 85 |
|