Institutions / Global Strategic Investment Solutions, LLC / Activity
Activity — Global Strategic Investment Solutions, LLC
153 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Nextera Energy Inc Common stock | $-263 | -3 -0.08% | 3,880 0.03% of portfolio | low |
| Q2 2026 as of | Add | 464287309 Common stock | $413 | +3 +0.17% | 1,773 0.02% of portfolio | low |
| Q2 2026 as of | Add | 922908652 Common stock | $739 | +3 +0.05% | 6,650 0.15% of portfolio | low |
| Q2 2026 as of | Add | 464287507 Common stock | $1.0K | +13 +0.17% | 7,455 0.05% of portfolio | low |
| Q2 2026 as of | Add | 92206C730 Common stock | $1.0K | +3 +0.29% | 1,026 0.03% of portfolio | low |
| Q2 2026 as of | Add | 464288521 Common stock | $1.4K | +21 +0.15% | 13,757 0.08% of portfolio | low |
| Q2 2026 as of | Add | 464287234 Common stock | $1.7K | +25 +0.49% | 5,117 0.03% of portfolio | low |
| Q2 2026 as of | Add | 78468R853 Common stock | $1.8K | +31 +0.09% | 33,948 0.18% of portfolio | low |
| Q2 2026 as of | Add | 464287481 Common stock | $1.9K | +13 +0.09% | 14,953 0.20% of portfolio | low |
| Q2 2026 as of | Add | Walt Disney Co Common stock | $1.9K | +20 +0.36% | 5,560 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-2.2K | -6 -0.37% | 1,607 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 45782C714 Common stock | $-2.2K | -72 -0.71% | 10,077 0.03% of portfolio | low |
| Q2 2026 as of | Add | 46137V233 Common stock | $2.3K | +37 +0.37% | 10,110 0.06% of portfolio | low |
| Q2 2026 as of | Add | 97717X669 Common stock | $2.7K | +28 +0.58% | 4,853 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y803 Common stock | $-3.2K | -17 -0.24% | 6,969 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-4.0K | -8 -1.21% | 654 0.03% of portfolio | low |
| Q2 2026 as of | Add | Illinois Tool Works Inc Common stock | $4.6K | +17 +0.86% | 2,000 0.05% of portfolio | low |
| Q2 2026 as of | Trim | Marathon Petroleum Corp Common stock | $-4.9K | -19 -0.86% | 2,184 0.05% of portfolio | low |
| Q2 2026 as of | Add | Travelers Companies, Inc. Common stock | $5.0K | +15 +1.52% | 1,000 0.03% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $5.4K | +20 +1.34% | 1,507 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Oracle Corp Common stock | $-5.6K | -38 -0.56% | 6,778 0.09% of portfolio | low |
| Q2 2026 as of | Add | 808524706 Common stock | $5.7K | +156 +1.62% | 9,795 0.03% of portfolio | low |
| Q2 2026 as of | Add | Teradyne, Inc Common stock | $5.8K | +12 +0.81% | 1,486 0.06% of portfolio | low |
| Q2 2026 as of | Add | Ecolab Inc. Common stock | $5.9K | +21 +0.96% | 2,213 0.06% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $6.1K | +12 +2.78% | 444 0.02% of portfolio | low |
| Q2 2026 as of | Add | Stryker Corp Common stock | $7.9K | +25 +1.28% | 1,973 0.06% of portfolio | low |
| Q2 2026 as of | Add | 78464A409 Common stock | $8.1K | +68 +0.24% | 28,353 0.30% of portfolio | low |
| Q2 2026 as of | Add | Morgan Stanley Common stock | $8.8K | +42 +1.84% | 2,322 0.04% of portfolio | low |
| Q2 2026 as of | Add | Deere & Co Common stock | $9.5K | +15 +1.51% | 1,007 0.06% of portfolio | low |
| Q2 2026 as of | Add | MSDL Morgan Stanley Direct Lending Fund Common Stock | $9.6K | +633 +2.97% | 21,927 0.03% of portfolio | low |
| Q2 2026 as of | Add | 81369Y506 Common stock | $9.8K | +184 +0.40% | 46,417 0.22% of portfolio | low |
| Q2 2026 as of | Add | 464287598 Common stock | $10.9K | +45 +0.66% | 6,840 0.15% of portfolio | low |
| Q2 2026 as of | Trim | HQI HireQuest, Inc. Common Stock | $-11.8K | -936 -5.35% | 16,572 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Bank of America Corp /De Common stock | $-12.1K | -213 -4.47% | 4,547 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-12.3K | -109 -4.63% | 2,245 0.02% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $12.5K | +66 +4.35% | 1,584 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 808524607 Common stock | $-13.4K | -372 -0.27% | 137,946 0.45% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $14.1K | +25 +2.35% | 1,089 0.05% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-14.8K | -43 -2.15% | 1,957 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 922908751 Common stock | $-14.9K | -49 -0.94% | 5,182 0.14% of portfolio | low |
| Q2 2026 as of | Trim | 922042858 Common stock | $-15.6K | -262 -0.64% | 40,553 0.22% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $17.4K | +60 +0.39% | 15,529 0.40% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $17.7K | +185 +0.78% | 24,000 0.21% of portfolio | low |
| Q2 2026 as of | Add | Mastercard Inc Common stock | $18.5K | +36 +7.95% | 489 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 78463X541 Common stock | $-18.7K | -278 -1.17% | 23,470 0.14% of portfolio | low |
| Q2 2026 as of | Add | 921910725 Common stock | $23.9K | +290 +1.25% | 23,477 0.17% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $30.5K | +128 +2.29% | 5,718 0.12% of portfolio | low |
| Q2 2026 as of | Add | 464287465 Common stock | $32.3K | +311 +1.52% | 20,797 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Netflix Inc Common stock | $-34.1K | -478 -12.78% | 3,262 0.02% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $35.3K | +108 +4.11% | 2,735 0.08% of portfolio | low |