KMWM
Keudell/Morrison Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,378
| Closed | -$202K | – | 236 |
|
|
2025
Q1 | $202K | Sell |
3,378
-678
| -17% | -$40.5K | 0.05% | 207 |
|
|
2024
Q4 | $259K | Buy |
4,056
+81
| +2% | +$5.17K | 0.07% | 175 |
|
|
2024
Q3 | $294K | Buy |
3,975
+1
| +0% | +$74 | 0.08% | 163 |
|
|
2024
Q2 | $251K | Buy |
3,974
+2
| +0.1% | +$127 | 0.07% | 175 |
|
|
2024
Q1 | $278K | Sell |
3,972
-119
| -3% | -$8.33K | 0.08% | 166 |
|
|
2023
Q4 | $266K | Sell |
4,091
-42
| -1% | -$2.74K | 0.09% | 164 |
|
|
2023
Q3 | $264K | Sell |
4,133
-74
| -2% | -$4.74K | 0.08% | 153 |
|
|
2023
Q2 | $323K | Sell |
4,207
-19
| -0.4% | -$1.46K | 0.09% | 137 |
|
|
2023
Q1 | $361K | Buy |
4,226
+2
| +0% | +$171 | 0.11% | 123 |
|
|
2022
Q4 | $354K | Sell |
4,224
-29
| -0.7% | -$2.43K | 0.11% | 123 |
|
|
2022
Q3 | $326K | Sell |
4,253
-2,257
| -35% | -$173K | 0.12% | 124 |
|
|
2022
Q2 | $491K | Sell |
6,510
-1,317
| -17% | -$99.3K | 0.18% | 96 |
|
|
2022
Q1 | $530K | Sell |
7,827
-6
| -0.1% | -$406 | 0.22% | 94 |
|
|
2021
Q4 | $528K | Sell |
7,833
-591
| -7% | -$39.8K | 0.21% | 96 |
|
|
2021
Q3 | $504K | Buy |
8,424
+401
| +5% | +$24K | 0.22% | 98 |
|
|
2021
Q2 | $489K | Buy |
8,023
+82
| +1% | +$5K | 0.27% | 95 |
|
|
2021
Q1 | $487K | Sell |
7,941
-145
| -2% | -$8.89K | 0.28% | 94 |
|
|
2020
Q4 | $475K | Buy |
8,086
+2,943
| +57% | +$173K | 0.3% | 93 |
|
|
2020
Q3 | $317K | Sell |
5,143
-228
| -4% | -$14.1K | 0.2% | 112 |
|
|
2020
Q2 | $331K | Sell |
5,371
-319
| -6% | -$19.7K | 0.27% | 107 |
|
|
2020
Q1 | $300K | Hold |
5,690
| – | – | 0.29% | 103 |
|
|
2019
Q4 | $305K | Hold |
5,690
| – | – | 0.21% | 112 |
|
|
2019
Q3 | $314K | Sell |
5,690
-400
| -7% | -$22.1K | 0.26% | 106 |
|
|
2019
Q2 | $322K | Sell |
6,090
-3,681
| -38% | -$195K | 0.28% | 100 |
|
|
2019
Q1 | $506K | Buy |
+9,771
| New | +$506K | 0.45% | 76 |
|