Simon Quick Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+4,015
| New | +$208K | 0.01% | 744 |
|
|
2025
Q1 | – | Sell |
-5,097
| Closed | -$325K | – | 619 |
|
|
2024
Q4 | $325K | Buy |
+5,097
| New | +$325K | 0.02% | 341 |
|
|
2022
Q2 | – | Sell |
-220
| Closed | -$15K | – | 268 |
|
|
2022
Q1 | $15K | Buy |
220
+6
| +3% | +$409 | ﹤0.01% | 286 |
|
|
2021
Q4 | $14K | Sell |
214
-67
| -24% | -$4.38K | ﹤0.01% | 302 |
|
|
2021
Q3 | $16K | Buy |
281
+68
| +32% | +$3.87K | ﹤0.01% | 330 |
|
|
2021
Q2 | $13K | Hold |
213
| – | – | ﹤0.01% | 363 |
|
|
2021
Q1 | $13K | Sell |
213
-312
| -59% | -$19K | ﹤0.01% | 377 |
|
|
2020
Q4 | $31K | Sell |
525
-78
| -13% | -$4.61K | 0.01% | 297 |
|
|
2020
Q3 | $37K | Buy |
603
+462
| +328% | +$28.3K | 0.01% | 230 |
|
|
2020
Q2 | $9K | Buy |
141
+54
| +62% | +$3.45K | ﹤0.01% | 326 |
|
|
2020
Q1 | $5K | Sell |
87
-156
| -64% | -$8.97K | ﹤0.01% | 346 |
|
|
2019
Q4 | $13K | Buy |
243
+117
| +93% | +$6.26K | ﹤0.01% | 366 |
|
|
2019
Q3 | $7K | Hold |
126
| – | – | ﹤0.01% | 277 |
|
|
2019
Q2 | $6.63K | Buy |
126
+1
| +0.8% | +$53 | ﹤0.01% | 261 |
|
|
2019
Q1 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 356 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$2K | – | 343 |
|
|
2018
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 287 |
|
|
2018
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 323 |
|
|
2018
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 277 |
|
|
2017
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 388 |
|