EWM
Empirical Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
13,582
-5,106
| -27% | -$265K | 0.02% | 363 |
|
|
2025
Q1 | $1.12M | Buy |
18,688
+5,004
| +37% | +$299K | 0.03% | 282 |
|
|
2024
Q4 | $873K | Buy |
13,684
+631
| +5% | +$40.2K | 0.02% | 293 |
|
|
2024
Q3 | $964K | Buy |
13,053
+8,077
| +162% | +$596K | 0.03% | 268 |
|
|
2024
Q2 | $315K | Buy |
4,976
+1,217
| +32% | +$77K | 0.01% | 448 |
|
|
2024
Q1 | $263K | Sell |
3,759
-2,024
| -35% | -$142K | 0.01% | 462 |
|
|
2023
Q4 | $377K | Sell |
5,783
-471
| -8% | -$30.7K | 0.01% | 359 |
|
|
2023
Q3 | $400K | Sell |
6,254
-307
| -5% | -$19.6K | 0.02% | 333 |
|
|
2023
Q2 | $503K | Sell |
6,561
-1,046
| -14% | -$80.2K | 0.02% | 304 |
|
|
2023
Q1 | $650K | Sell |
7,607
-699
| -8% | -$59.7K | 0.03% | 288 |
|
|
2022
Q4 | $696K | Buy |
8,306
+310
| +4% | +$26K | 0.03% | 263 |
|
|
2022
Q3 | $613K | Buy |
7,996
+2,007
| +34% | +$154K | 0.03% | 261 |
|
|
2022
Q2 | $452K | Sell |
5,989
-436
| -7% | -$32.9K | 0.02% | 314 |
|
|
2022
Q1 | $435K | Sell |
6,425
-159
| -2% | -$10.8K | 0.02% | 349 |
|
|
2021
Q4 | $444K | Buy |
6,584
+1,413
| +27% | +$95.3K | 0.02% | 363 |
|
|
2021
Q3 | $309K | Buy |
5,171
+233
| +5% | +$13.9K | 0.02% | 374 |
|
|
2021
Q2 | $301K | Buy |
4,938
+131
| +3% | +$7.99K | 0.02% | 368 |
|
|
2021
Q1 | $295K | Buy |
4,807
+481
| +11% | +$29.5K | 0.02% | 326 |
|
|
2020
Q4 | $254K | Buy |
4,326
+22
| +0.5% | +$1.29K | 0.02% | 317 |
|
|
2020
Q3 | $265K | Sell |
4,304
-131
| -3% | -$8.07K | 0.02% | 291 |
|
|
2020
Q2 | $273K | Sell |
4,435
-231
| -5% | -$14.2K | 0.03% | 286 |
|
|
2020
Q1 | $246K | Sell |
4,666
-93
| -2% | -$4.9K | 0.03% | 266 |
|
|
2019
Q4 | $255K | Buy |
4,759
+541
| +13% | +$29K | 0.03% | 278 |
|
|
2019
Q3 | $232K | Buy |
4,218
+199
| +5% | +$10.9K | 0.03% | 260 |
|
|
2019
Q2 | $211K | Sell |
4,019
-2,454
| -38% | -$129K | 0.03% | 244 |
|
|
2019
Q1 | $335K | Sell |
6,473
-1,709
| -21% | -$88.4K | 0.05% | 175 |
|
|
2018
Q4 | $319K | Buy |
+8,182
| New | +$319K | 0.05% | 152 |
|