Simon Quick Advisors’s General Mills GIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,097	Closed	-$325K	–	619
2024 Q4	$325K	Buy	+5,097	New	+$342K	0.02%	341
2022 Q2	–	Sell	-220	Closed	-$15K	–	268
2022 Q1	$15K	Buy	220 +6	+3%	+$402	﹤0.01%	286
2021 Q4	$14K	Sell	214 -67	-24%	-$4.26K	﹤0.01%	302
2021 Q3	$16K	Buy	281 +68	+32%	+$4.02K	﹤0.01%	330
2021 Q2	$13K	Hold	213	–	–	﹤0.01%	363
2021 Q1	$13K	Sell	213 -312	-59%	-$18K	﹤0.01%	377
2020 Q4	$31K	Sell	525 -78	-13%	-$4.72K	0.01%	297
2020 Q3	$37K	Buy	603 +462	+328%	+$28.9K	0.01%	230
2020 Q2	$9K	Buy	141 +54	+62%	+$3.26K	﹤0.01%	326
2020 Q1	$5K	Sell	87 -156	-64%	-$8.24K	﹤0.01%	346
2019 Q4	$13K	Buy	243 +117	+93%	+$6.16K	﹤0.01%	366
2019 Q3	$7K	Hold	126	–	–	﹤0.01%	277
2019 Q2	$6.63K	Buy	126 +1	+0.8%	+$52	﹤0.01%	261
2019 Q1	$6K	Buy	+125	New	+$5.66K	﹤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	+$3.14K	﹤0.01%	388