HWM
HighMark Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
2,059
-729
| -26% | -$37.8K | 0.05% | 110 |
|
|
2025
Q1 | $167K | Buy |
2,788
+1,840
| +194% | +$110K | 0.1% | 63 |
|
|
2024
Q4 | $60.5K | Hold |
948
| – | – | 0.03% | 111 |
|
|
2024
Q3 | $70K | Buy |
948
+28
| +3% | +$2.07K | 0.04% | 123 |
|
|
2024
Q2 | $58.2K | Buy |
920
+7
| +0.8% | +$443 | 0.04% | 125 |
|
|
2024
Q1 | $59.8K | Buy |
913
+66
| +8% | +$4.32K | 0.04% | 123 |
|
|
2023
Q4 | $55.2K | Buy |
847
+7
| +0.8% | +$456 | 0.04% | 122 |
|
|
2023
Q3 | $53.7K | Buy |
840
+7
| +0.8% | +$448 | 0.04% | 110 |
|
|
2023
Q2 | $63.9K | Buy |
833
+5
| +0.6% | +$383 | 0.05% | 103 |
|
|
2023
Q1 | $70.8K | Buy |
828
+6
| +0.7% | +$513 | 0.06% | 112 |
|
|
2022
Q4 | $68.9K | Buy |
822
+5
| +0.6% | +$419 | 0.05% | 91 |
|
|
2022
Q3 | $63K | Sell |
817
-298
| -27% | -$23K | 0.05% | 86 |
|
|
2022
Q2 | $84K | Buy |
1,115
+8
| +0.7% | +$603 | 0.07% | 74 |
|
|
2022
Q1 | $75K | Buy |
1,107
+308
| +39% | +$20.9K | 0.05% | 87 |
|
|
2021
Q4 | $54K | Buy |
799
+6
| +0.8% | +$406 | 0.03% | 112 |
|
|
2021
Q3 | $47K | Buy |
793
+7
| +0.9% | +$415 | 0.03% | 117 |
|
|
2021
Q2 | $48K | Sell |
786
-107
| -12% | -$6.53K | 0.04% | 118 |
|
|
2021
Q1 | $55K | Buy |
893
+6
| +0.7% | +$370 | 0.04% | 95 |
|
|
2020
Q4 | $52K | Buy |
887
+7
| +0.8% | +$410 | 0.04% | 94 |
|
|
2020
Q3 | $54K | Buy |
880
+30
| +4% | +$1.84K | 0.05% | 101 |
|
|
2020
Q2 | $52K | Sell |
850
-18
| -2% | -$1.1K | 0.06% | 79 |
|
|
2020
Q1 | $45K | Buy |
868
+121
| +16% | +$6.27K | 0.05% | 72 |
|
|
2019
Q4 | $40K | Buy |
+747
| New | +$40K | 0.04% | 91 |
|