DWM
Doyle Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,034
| Closed | -$205K | – | 222 |
|
|
2022
Q1 | $205K | Buy |
3,034
+36
| +1% | +$2.43K | 0.01% | 232 |
|
|
2021
Q4 | $202K | Sell |
2,998
-441
| -13% | -$29.7K | 0.01% | 226 |
|
|
2021
Q3 | $206K | Sell |
3,439
-36
| -1% | -$2.16K | 0.02% | 217 |
|
|
2021
Q2 | $212K | Buy |
3,475
+50
| +1% | +$3.05K | 0.02% | 211 |
|
|
2021
Q1 | $210K | Sell |
3,425
-152
| -4% | -$9.32K | 0.02% | 206 |
|
|
2020
Q4 | $210K | Sell |
3,577
-433
| -11% | -$25.4K | 0.02% | 202 |
|
|
2020
Q3 | $247K | Sell |
4,010
-983
| -20% | -$60.5K | 0.03% | 162 |
|
|
2020
Q2 | $308K | Sell |
4,993
-721
| -13% | -$44.5K | 0.04% | 140 |
|
|
2020
Q1 | $302K | Sell |
5,714
-1,767
| -24% | -$93.4K | 0.05% | 134 |
|
|
2019
Q4 | $401K | Sell |
7,481
-725
| -9% | -$38.9K | 0.05% | 140 |
|
|
2019
Q3 | $452K | Sell |
8,206
-92
| -1% | -$5.07K | 0.06% | 125 |
|
|
2019
Q2 | $436K | Hold |
8,298
| – | – | 0.06% | 124 |
|
|
2019
Q1 | $428K | Buy |
8,298
+207
| +3% | +$10.7K | 0.06% | 123 |
|
|
2018
Q4 | $315K | Sell |
8,091
-803
| -9% | -$31.3K | 0.05% | 136 |
|
|
2018
Q3 | $382K | Sell |
8,894
-322
| -3% | -$13.8K | 0.06% | 131 |
|
|
2018
Q2 | $408K | Buy |
9,216
+421
| +5% | +$18.6K | 0.07% | 123 |
|
|
2018
Q1 | $396K | Sell |
8,795
-413
| -4% | -$18.6K | 0.07% | 116 |
|
|
2017
Q4 | $546K | Buy |
9,208
+1,414
| +18% | +$83.8K | 0.09% | 94 |
|
|
2017
Q3 | $403K | Sell |
7,794
-199
| -2% | -$10.3K | 0.07% | 100 |
|
|
2017
Q2 | $443K | Buy |
7,993
+737
| +10% | +$40.8K | 0.08% | 94 |
|
|
2017
Q1 | $428K | Buy |
+7,256
| New | +$428K | 0.09% | 89 |
|