DWP
Daymark Wealth Partners’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
14,848
+87
| +0.6% | +$4.51K | 0.03% | 293 |
|
|
2025
Q1 | $883K | Sell |
14,761
-2,409
| -14% | -$144K | 0.04% | 260 |
|
|
2024
Q4 | $1.09M | Sell |
17,170
-398
| -2% | -$25.4K | 0.05% | 228 |
|
|
2024
Q3 | $1.3M | Sell |
17,568
-228
| -1% | -$16.8K | 0.05% | 210 |
|
|
2024
Q2 | $1.13M | Buy |
17,796
+5,265
| +42% | +$333K | 0.05% | 223 |
|
|
2024
Q1 | $877K | Buy |
12,531
+2,819
| +29% | +$197K | 0.05% | 213 |
|
|
2023
Q4 | $633K | Sell |
9,712
-18
| -0.2% | -$1.17K | 0.04% | 230 |
|
|
2023
Q3 | $623K | Buy |
9,730
+363
| +4% | +$23.2K | 0.04% | 219 |
|
|
2023
Q2 | $718K | Buy |
9,367
+6,817
| +267% | +$523K | 0.05% | 194 |
|
|
2023
Q1 | $218K | Buy |
2,550
+40
| +2% | +$3.42K | 0.03% | 274 |
|
|
2022
Q4 | $210K | Buy |
+2,510
| New | +$210K | 0.04% | 214 |
|