DLA
Douglas Lane & Associates’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,531
| Closed | -$271K | – | 239 |
|
|
2025
Q1 | $271K | Sell |
4,531
-1,650
| -27% | -$98.7K | ﹤0.01% | 213 |
|
|
2024
Q4 | $394K | Sell |
6,181
-139
| -2% | -$8.86K | 0.01% | 197 |
|
|
2024
Q3 | $467K | Sell |
6,320
-739
| -10% | -$54.6K | 0.01% | 184 |
|
|
2024
Q2 | $447K | Sell |
7,059
-2,651
| -27% | -$168K | 0.01% | 183 |
|
|
2024
Q1 | $679K | Buy |
9,710
+490
| +5% | +$34.3K | 0.01% | 169 |
|
|
2023
Q4 | $601K | Sell |
9,220
-4,069
| -31% | -$265K | 0.01% | 169 |
|
|
2023
Q3 | $850K | Sell |
13,289
-1,100
| -8% | -$70.4K | 0.01% | 150 |
|
|
2023
Q2 | $1.1M | Sell |
14,389
-2,599
| -15% | -$199K | 0.02% | 150 |
|
|
2023
Q1 | $1.45M | Sell |
16,988
-4,560
| -21% | -$390K | 0.02% | 146 |
|
|
2022
Q4 | $1.81M | Sell |
21,548
-10,120
| -32% | -$849K | 0.03% | 138 |
|
|
2022
Q3 | $2.43M | Sell |
31,668
-294,577
| -90% | -$22.6M | 0.04% | 130 |
|
|
2022
Q2 | $24.6M | Sell |
326,245
-5,808
| -2% | -$438K | 0.42% | 87 |
|
|
2022
Q1 | $22.5M | Sell |
332,053
-3,228
| -1% | -$219K | 0.32% | 94 |
|
|
2021
Q4 | $22.6M | Buy |
335,281
+34,205
| +11% | +$2.3M | 0.3% | 95 |
|
|
2021
Q3 | $18M | Buy |
301,076
+80,531
| +37% | +$4.82M | 0.26% | 96 |
|
|
2021
Q2 | $13.4M | Buy |
220,545
+41,913
| +23% | +$2.55M | 0.19% | 105 |
|
|
2021
Q1 | $11M | Buy |
178,632
+52,185
| +41% | +$3.2M | 0.17% | 105 |
|
|
2020
Q4 | $7.44M | Sell |
126,447
-77,119
| -38% | -$4.53M | 0.12% | 108 |
|
|
2020
Q3 | $12.6M | Sell |
203,566
-45,928
| -18% | -$2.83M | 0.25% | 95 |
|
|
2020
Q2 | $15.4M | Sell |
249,494
-54,612
| -18% | -$3.37M | 0.33% | 87 |
|
|
2020
Q1 | $16M | Sell |
304,106
-17,050
| -5% | -$900K | 0.42% | 76 |
|
|
2019
Q4 | $17.2M | Buy |
321,156
+27,342
| +9% | +$1.46M | 0.32% | 88 |
|
|
2019
Q3 | $16.2M | Buy |
293,814
+13,362
| +5% | +$737K | 0.32% | 87 |
|
|
2019
Q2 | $14.7M | Buy |
280,452
+160,645
| +134% | +$8.44M | 0.29% | 89 |
|
|
2019
Q1 | $6.2M | Buy |
+119,807
| New | +$6.2M | 0.13% | 107 |
|
|
2018
Q1 | – | Sell |
-3,400
| Closed | -$202K | – | 199 |
|
|
2017
Q4 | $202K | Buy |
+3,400
| New | +$202K | ﹤0.01% | 199 |
|