RWA
Ropes Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.75M | Sell |
27,376
-2,063
| -7% | -$132K | 0.34% | 75 |
|
|
2023
Q2 | $2.26M | Buy |
29,439
+2,073
| +8% | +$159K | 0.37% | 69 |
|
|
2023
Q1 | $2.34M | Sell |
27,366
-163
| -0.6% | -$13.9K | 0.42% | 57 |
|
|
2022
Q4 | $2.31M | Buy |
27,529
+202
| +0.7% | +$16.9K | 0.41% | 59 |
|
|
2022
Q3 | $2.09M | Buy |
27,327
+3,676
| +16% | +$282K | 0.44% | 58 |
|
|
2022
Q2 | $1.78M | Sell |
23,651
-135
| -0.6% | -$10.2K | 0.37% | 75 |
|
|
2022
Q1 | $1.61M | Sell |
23,786
-275
| -1% | -$18.6K | 0.28% | 92 |
|
|
2021
Q4 | $1.62M | Sell |
24,061
-6,545
| -21% | -$441K | 0.29% | 83 |
|
|
2021
Q3 | $1.83M | Sell |
30,606
-4,689
| -13% | -$281K | 0.29% | 75 |
|
|
2021
Q2 | $2.15M | Sell |
35,295
-340
| -1% | -$20.7K | 0.34% | 70 |
|
|
2021
Q1 | $2.25M | Buy |
35,635
+228
| +0.6% | +$14.4K | 0.39% | 66 |
|
|
2020
Q4 | $2.08M | Sell |
35,407
-2,558
| -7% | -$150K | 0.32% | 58 |
|
|
2020
Q3 | $2.34M | Sell |
37,965
-3,675
| -9% | -$227K | 0.45% | 48 |
|
|
2020
Q2 | $2.57M | Sell |
41,640
-3,188
| -7% | -$197K | 0.52% | 40 |
|
|
2020
Q1 | $2.37M | Sell |
44,828
-1,242
| -3% | -$65.6K | 0.6% | 38 |
|
|
2019
Q4 | $2.47M | Sell |
46,070
-1,740
| -4% | -$93.2K | 0.53% | 43 |
|
|
2019
Q3 | $2.64M | Sell |
47,810
-100
| -0.2% | -$5.51K | 0.56% | 41 |
|
|
2019
Q2 | $2.52M | Sell |
47,910
-1,483
| -3% | -$77.9K | 0.53% | 44 |
|
|
2019
Q1 | $2.56M | Sell |
49,393
-3,686
| -7% | -$191K | 0.68% | 40 |
|
|
2018
Q4 | $2.07M | Sell |
53,079
-3,209
| -6% | -$125K | 0.6% | 45 |
|
|
2018
Q3 | $2.42M | Sell |
56,288
-559
| -1% | -$24K | 0.6% | 45 |
|
|
2018
Q2 | $2.52M | Buy |
56,847
+386
| +0.7% | +$17.1K | 0.68% | 38 |
|
|
2018
Q1 | $2.54M | Sell |
56,461
-48
| -0.1% | -$2.16K | 0.7% | 35 |
|
|
2017
Q4 | $3.35M | Sell |
56,509
-681
| -1% | -$40.4K | 0.88% | 29 |
|
|
2017
Q3 | $2.96M | Buy |
57,190
+159
| +0.3% | +$8.23K | 0.8% | 31 |
|
|
2017
Q2 | $3.16M | Sell |
57,031
-6,679
| -10% | -$370K | 0.89% | 30 |
|
|
2017
Q1 | $3.76M | Sell |
63,710
-12,663
| -17% | -$747K | 1.09% | 20 |
|
|
2016
Q4 | $4.72M | Buy |
76,373
+1,045
| +1% | +$64.6K | 1.48% | 15 |
|
|
2016
Q3 | $4.81M | Sell |
75,328
-18,038
| -19% | -$1.15M | 1.63% | 13 |
|
|
2016
Q2 | $6.66M | Sell |
93,366
-1,808
| -2% | -$129K | 2.32% | 7 |
|
|
2016
Q1 | $6.03M | Sell |
95,174
-3,105
| -3% | -$197K | 2.67% | 7 |
|
|
2015
Q4 | $5.67M | Buy |
98,279
+20,077
| +26% | +$1.16M | 2.49% | 7 |
|
|
2015
Q3 | $4.39M | Sell |
78,202
-1,018
| -1% | -$57.1K | 2.3% | 10 |
|
|
2015
Q2 | $4.41M | Sell |
79,220
-1,471
| -2% | -$82K | 2.4% | 11 |
|
|
2015
Q1 | $4.57M | Buy |
+80,691
| New | +$4.57M | 2.37% | 11 |
|