EWM
Evercore Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
7,901
+376
| +5% | +$19.5K | 0.01% | 302 |
|
|
2025
Q1 | $450K | Sell |
7,525
-361
| -5% | -$21.6K | 0.01% | 278 |
|
|
2024
Q4 | $503K | Buy |
7,886
+145
| +2% | +$9.25K | 0.01% | 273 |
|
|
2024
Q3 | $572K | Hold |
7,741
| – | – | 0.01% | 261 |
|
|
2024
Q2 | $490K | Sell |
7,741
-817
| -10% | -$51.7K | 0.01% | 279 |
|
|
2024
Q1 | $599K | Sell |
8,558
-849
| -9% | -$59.4K | 0.01% | 257 |
|
|
2023
Q4 | $613K | Sell |
9,407
-498
| -5% | -$32.4K | 0.01% | 260 |
|
|
2023
Q3 | $634K | Sell |
9,905
-29
| -0.3% | -$1.86K | 0.01% | 246 |
|
|
2023
Q2 | $762K | Sell |
9,934
-774
| -7% | -$59.4K | 0.01% | 237 |
|
|
2023
Q1 | $915K | Buy |
10,708
+988
| +10% | +$84.4K | 0.02% | 222 |
|
|
2022
Q4 | $815K | Sell |
9,720
-82
| -0.8% | -$6.88K | 0.02% | 228 |
|
|
2022
Q3 | $751K | Sell |
9,802
-55
| -0.6% | -$4.21K | 0.02% | 222 |
|
|
2022
Q2 | $743K | Sell |
9,857
-870
| -8% | -$65.6K | 0.02% | 232 |
|
|
2022
Q1 | $726K | Sell |
10,727
-270
| -2% | -$18.3K | 0.01% | 254 |
|
|
2021
Q4 | $741K | Sell |
10,997
-945
| -8% | -$63.7K | 0.01% | 253 |
|
|
2021
Q3 | $715K | Sell |
11,942
-58
| -0.5% | -$3.47K | 0.01% | 254 |
|
|
2021
Q2 | $731K | Sell |
12,000
-42
| -0.3% | -$2.56K | 0.01% | 255 |
|
|
2021
Q1 | $739K | Sell |
12,042
-281
| -2% | -$17.2K | 0.01% | 250 |
|
|
2020
Q4 | $725K | Sell |
12,323
-45,532
| -79% | -$2.68M | 0.02% | 242 |
|
|
2020
Q3 | $3.57M | Buy |
57,855
+44,924
| +347% | +$2.77M | 0.09% | 103 |
|
|
2020
Q2 | $797K | Sell |
12,931
-306
| -2% | -$18.9K | 0.02% | 217 |
|
|
2020
Q1 | $698K | Buy |
13,237
+506
| +4% | +$26.7K | 0.02% | 205 |
|
|
2019
Q4 | $682K | Sell |
12,731
-563
| -4% | -$30.2K | 0.02% | 246 |
|
|
2019
Q3 | $732K | Sell |
13,294
-10,550
| -44% | -$581K | 0.02% | 238 |
|
|
2019
Q2 | $1.25M | Buy |
23,844
+3,838
| +19% | +$202K | 0.04% | 186 |
|
|
2019
Q1 | $1.04M | Sell |
20,006
-604
| -3% | -$31.3K | 0.03% | 197 |
|
|
2018
Q4 | $803K | Buy |
20,610
+1,531
| +8% | +$59.7K | 0.03% | 203 |
|
|
2018
Q3 | $819K | Sell |
19,079
-2,634
| -12% | -$113K | 0.03% | 226 |
|
|
2018
Q2 | $961K | Sell |
21,713
-5,972
| -22% | -$264K | 0.03% | 205 |
|
|
2018
Q1 | $1.25M | Sell |
27,685
-252
| -0.9% | -$11.4K | 0.05% | 165 |
|
|
2017
Q4 | $1.66M | Buy |
27,937
+536
| +2% | +$31.8K | 0.06% | 150 |
|
|
2017
Q3 | $1.42M | Hold |
27,401
| – | – | 0.06% | 160 |
|
|
2017
Q2 | $1.52M | Buy |
27,401
+196
| +0.7% | +$10.9K | 0.06% | 155 |
|
|
2017
Q1 | $1.61M | Sell |
27,205
-184,485
| -87% | -$10.9M | 0.06% | 153 |
|
|
2016
Q4 | $13.1M | Sell |
211,690
-5,849
| -3% | -$361K | 0.54% | 47 |
|
|
2016
Q3 | $13.9M | Buy |
217,539
+38,390
| +21% | +$2.45M | 0.57% | 50 |
|
|
2016
Q2 | $12.8M | Sell |
179,149
-97
| -0.1% | -$6.92K | 0.56% | 50 |
|
|
2016
Q1 | $11.4M | Buy |
179,246
+480
| +0.3% | +$30.4K | 0.5% | 53 |
|
|
2015
Q4 | $10.3M | Sell |
178,766
-15,839
| -8% | -$913K | 0.48% | 58 |
|
|
2015
Q3 | $10.9M | Sell |
194,605
-439
| -0.2% | -$24.6K | 0.52% | 54 |
|
|
2015
Q2 | $10.9M | Buy |
195,044
+3,060
| +2% | +$170K | 0.49% | 59 |
|
|
2015
Q1 | $10.9M | Buy |
191,984
+12,081
| +7% | +$684K | 0.5% | 58 |
|
|
2014
Q4 | $9.6M | Sell |
179,903
-1,343
| -0.7% | -$71.6K | 0.48% | 59 |
|
|
2014
Q3 | $9.14M | Sell |
181,246
-42,160
| -19% | -$2.13M | 0.46% | 62 |
|
|
2014
Q2 | $11.7M | Buy |
223,406
+2,930
| +1% | +$154K | 0.61% | 52 |
|
|
2014
Q1 | $11.4M | Buy |
220,476
+196,428
| +817% | +$10.2M | 0.64% | 53 |
|
|
2013
Q4 | $1.2M | Sell |
24,048
-1,715
| -7% | -$85.6K | 0.07% | 173 |
|
|
2013
Q3 | $1.24M | Sell |
25,763
-427
| -2% | -$20.5K | 0.07% | 192 |
|
|
2013
Q2 | $1.27M | Buy |
+26,190
| New | +$1.27M | 0.07% | 189 |
|