KWM
Kingsview Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
11,519
+385
| +3% | +$19.9K | 0.01% | 714 |
|
|
2025
Q1 | $666K | Sell |
11,134
-1,064
| -9% | -$63.6K | 0.01% | 642 |
|
|
2024
Q4 | $778K | Sell |
12,198
-1,214
| -9% | -$77.4K | 0.02% | 617 |
|
|
2024
Q3 | $990K | Buy |
13,412
+1,132
| +9% | +$83.6K | 0.02% | 533 |
|
|
2024
Q2 | $777K | Buy |
12,280
+435
| +4% | +$27.5K | 0.02% | 574 |
|
|
2024
Q1 | $829K | Buy |
11,845
+467
| +4% | +$32.7K | 0.02% | 544 |
|
|
2023
Q4 | $741K | Sell |
11,378
-2,084
| -15% | -$136K | 0.02% | 549 |
|
|
2023
Q3 | $861K | Buy |
13,462
+2,868
| +27% | +$184K | 0.03% | 476 |
|
|
2023
Q2 | $813K | Sell |
10,594
-89
| -0.8% | -$6.83K | 0.03% | 469 |
|
|
2023
Q1 | $913K | Sell |
10,683
-7,552
| -41% | -$645K | 0.04% | 432 |
|
|
2022
Q4 | $1.53M | Buy |
18,235
+7,673
| +73% | +$643K | 0.07% | 272 |
|
|
2022
Q3 | $809K | Sell |
10,562
-744
| -7% | -$57K | 0.04% | 380 |
|
|
2022
Q2 | $853K | Buy |
11,306
+589
| +5% | +$44.4K | 0.04% | 404 |
|
|
2022
Q1 | $726K | Buy |
10,717
+308
| +3% | +$20.9K | 0.03% | 485 |
|
|
2021
Q4 | $701K | Buy |
10,409
+2,332
| +29% | +$157K | 0.03% | 489 |
|
|
2021
Q3 | $483K | Buy |
8,077
+892
| +12% | +$53.3K | 0.02% | 553 |
|
|
2021
Q2 | $433K | Buy |
7,185
+879
| +14% | +$53K | 0.02% | 597 |
|
|
2021
Q1 | $384K | Sell |
6,306
-1,401
| -18% | -$85.3K | 0.02% | 577 |
|
|
2020
Q4 | $453K | Sell |
7,707
-438
| -5% | -$25.7K | 0.03% | 464 |
|
|
2020
Q3 | $502K | Sell |
8,145
-7,786
| -49% | -$480K | 0.05% | 361 |
|
|
2020
Q2 | $982K | Buy |
15,931
+8,487
| +114% | +$523K | 0.1% | 206 |
|
|
2020
Q1 | $393K | Buy |
7,444
+861
| +13% | +$45.5K | 0.05% | 301 |
|
|
2019
Q4 | $353K | Buy |
6,583
+1,107
| +20% | +$59.4K | 0.04% | 338 |
|
|
2019
Q3 | $302K | Buy |
5,476
+60
| +1% | +$3.31K | 0.05% | 331 |
|
|
2019
Q2 | $284K | Sell |
5,416
-47
| -0.9% | -$2.47K | 0.05% | 329 |
|
|
2019
Q1 | $283K | Buy |
+5,463
| New | +$283K | 0.04% | 364 |
|
|
2018
Q4 | – | Sell |
-4,878
| Closed | -$209K | – | 361 |
|
|
2018
Q3 | $209K | Sell |
4,878
-794
| -14% | -$34K | 0.04% | 334 |
|
|
2018
Q2 | $251K | Sell |
5,672
-11
| -0.2% | -$487 | 0.06% | 286 |
|
|
2018
Q1 | $256K | Buy |
5,683
+269
| +5% | +$12.1K | 0.06% | 275 |
|
|
2017
Q4 | $321K | Buy |
+5,414
| New | +$321K | 0.11% | 235 |
|
|
2017
Q2 | – | Sell |
-3,671
| Closed | -$217K | – | 270 |
|
|
2017
Q1 | $217K | Buy |
+3,671
| New | +$217K | 0.13% | 210 |
|