QPWM
Quadrant Private Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
5,464
-2
| -0% | -$104 | 0.06% | 198 |
|
|
2025
Q1 | $327K | Sell |
5,466
-113
| -2% | -$6.76K | 0.08% | 175 |
|
|
2024
Q4 | $356K | Buy |
5,579
+197
| +4% | +$12.6K | 0.09% | 182 |
|
|
2024
Q3 | $397K | Sell |
5,382
-15
| -0.3% | -$1.11K | 0.1% | 166 |
|
|
2024
Q2 | $341K | Buy |
5,397
+77
| +1% | +$4.87K | 0.08% | 179 |
|
|
2024
Q1 | $372K | Hold |
5,320
| – | – | 0.09% | 165 |
|
|
2023
Q4 | $347K | Sell |
5,320
-425
| -7% | -$27.7K | 0.1% | 167 |
|
|
2023
Q3 | $368K | Hold |
5,745
| – | – | 0.12% | 146 |
|
|
2023
Q2 | $441K | Hold |
5,745
| – | – | 0.13% | 141 |
|
|
2023
Q1 | $491K | Sell |
5,745
-62
| -1% | -$5.3K | 0.15% | 129 |
|
|
2022
Q4 | $487K | Buy |
+5,807
| New | +$487K | 0.16% | 128 |
|
|
2022
Q2 | $604K | Sell |
8,001
-2,178
| -21% | -$164K | 0.25% | 88 |
|
|
2022
Q1 | $689K | Sell |
10,179
-525
| -5% | -$35.5K | 0.26% | 86 |
|
|
2021
Q4 | $721K | Sell |
10,704
-1,450
| -12% | -$97.7K | 0.27% | 89 |
|
|
2021
Q3 | $727K | Sell |
12,154
-300
| -2% | -$17.9K | 0.3% | 81 |
|
|
2021
Q2 | $759K | Hold |
12,454
| – | – | 0.31% | 81 |
|
|
2021
Q1 | $764K | Sell |
12,454
-1,415
| -10% | -$86.8K | 0.33% | 76 |
|
|
2020
Q4 | $815K | Buy |
13,869
+271
| +2% | +$15.9K | 0.36% | 70 |
|
|
2020
Q3 | $839K | Sell |
13,598
-400
| -3% | -$24.7K | 0.42% | 64 |
|
|
2020
Q2 | $863K | Buy |
13,998
+1,242
| +10% | +$76.6K | 0.5% | 52 |
|
|
2020
Q1 | $673K | Buy |
12,756
+4,256
| +50% | +$225K | 0.56% | 49 |
|
|
2019
Q4 | $455K | Hold |
8,500
| – | – | 0.41% | 61 |
|
|
2019
Q3 | $469K | Sell |
8,500
-323
| -4% | -$17.8K | 0.43% | 58 |
|
|
2019
Q2 | $463K | Hold |
8,823
| – | – | 0.42% | 60 |
|
|
2019
Q1 | $457K | Hold |
8,823
| – | – | 0.42% | 58 |
|
|
2018
Q4 | $344K | Hold |
8,823
| – | – | 0.37% | 69 |
|
|
2018
Q3 | $379K | Hold |
8,823
| – | – | 0.33% | 64 |
|
|
2018
Q2 | $391K | Hold |
8,823
| – | – | 0.38% | 54 |
|
|
2018
Q1 | $398K | Buy |
8,823
+323
| +4% | +$14.6K | 0.52% | 44 |
|
|
2017
Q4 | $504K | Buy |
+8,500
| New | +$504K | 0.52% | 42 |
|