KWM
Keebeck Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,569
| Closed | -$228K | – | 271 |
|
|
2023
Q3 | $228K | Hold |
3,569
| – | – | 0.04% | 237 |
|
|
2023
Q2 | $274K | Hold |
3,569
| – | – | 0.04% | 230 |
|
|
2023
Q1 | $305K | Hold |
3,569
| – | – | 0.05% | 205 |
|
|
2022
Q4 | $299K | Buy |
3,569
+23
| +0.6% | +$1.93K | 0.05% | 196 |
|
|
2022
Q3 | $272K | Hold |
3,546
| – | – | 0.05% | 198 |
|
|
2022
Q2 | $268K | Hold |
3,546
| – | – | 0.05% | 198 |
|
|
2022
Q1 | $240K | Hold |
3,546
| – | – | 0.04% | 217 |
|
|
2021
Q4 | $239K | Hold |
3,546
| – | – | 0.04% | 201 |
|
|
2021
Q3 | $212K | Hold |
3,546
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $216K | Sell |
3,546
-57
| -2% | -$3.47K | 0.03% | 228 |
|
|
2021
Q1 | $221K | Buy |
+3,603
| New | +$221K | 0.03% | 220 |
|
|
2020
Q1 | – | Sell |
-1,060
| Closed | -$56K | – | 220 |
|
|
2019
Q4 | $56K | Buy |
+1,060
| New | +$56K | 0.02% | 211 |
|