TCPWM
Traverso Chambers Private Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.05M | Buy |
16,156
+156
| +1% | +$10.2K | 0.26% | 53 |
|
|
2023
Q3 | $1.02M | Buy |
16,000
+530
| +3% | +$33.9K | 0.27% | 47 |
|
|
2023
Q2 | $1.19M | Sell |
15,470
-111
| -0.7% | -$8.51K | 0.31% | 44 |
|
|
2023
Q1 | $1.33M | Sell |
15,581
-173
| -1% | -$14.8K | 0.37% | 37 |
|
|
2022
Q4 | $1.32M | Buy |
15,754
+24
| +0.2% | +$2.01K | 0.38% | 40 |
|
|
2022
Q3 | $1.21M | Buy |
15,730
+229
| +1% | +$17.5K | 0.37% | 41 |
|
|
2022
Q2 | $1.17M | Buy |
15,501
+339
| +2% | +$25.6K | 0.39% | 37 |
|
|
2022
Q1 | $1.03M | Buy |
15,162
+96
| +0.6% | +$6.5K | 0.31% | 45 |
|
|
2021
Q4 | $1.02M | Buy |
15,066
+379
| +3% | +$25.5K | 0.3% | 46 |
|
|
2021
Q3 | $879K | Buy |
14,687
+218
| +2% | +$13K | 0.27% | 50 |
|
|
2021
Q2 | $882K | Buy |
14,469
+613
| +4% | +$37.4K | 0.28% | 48 |
|
|
2021
Q1 | $850K | Buy |
13,856
+438
| +3% | +$26.9K | 0.29% | 48 |
|
|
2020
Q4 | $789K | Buy |
13,418
+155
| +1% | +$9.11K | 0.28% | 43 |
|
|
2020
Q3 | $818K | Buy |
13,263
+314
| +2% | +$19.4K | 0.32% | 41 |
|
|
2020
Q2 | $798K | Buy |
12,949
+554
| +4% | +$34.1K | 0.33% | 40 |
|
|
2020
Q1 | $654K | Buy |
12,395
+412
| +3% | +$21.7K | 0.31% | 43 |
|
|
2019
Q4 | $642K | Sell |
11,983
-100
| -0.8% | -$5.36K | 0.27% | 50 |
|
|
2019
Q3 | $666K | Buy |
12,083
+205
| +2% | +$11.3K | 0.32% | 43 |
|
|
2019
Q2 | $636K | Hold |
11,878
| – | – | 0.31% | 44 |
|
|
2019
Q1 | $615K | Buy |
11,878
+111
| +0.9% | +$5.75K | 0.3% | 47 |
|
|
2018
Q4 | $458K | Buy |
+11,767
| New | +$458K | 0.25% | 51 |
|