1858 Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
5,450
| – | – | 0.21% | 86 |
|
|
2025
Q1 | $326K | Buy |
5,450
+750
| +16% | +$44.8K | 0.28% | 73 |
|
|
2024
Q4 | $300K | Hold |
4,700
| – | – | 0.24% | 88 |
|
|
2024
Q3 | $347K | Sell |
4,700
-3,324
| -41% | -$245K | 0.29% | 75 |
|
|
2024
Q2 | $508K | Sell |
8,024
-78
| -1% | -$4.93K | 0.42% | 63 |
|
|
2024
Q1 | $528K | Hold |
8,102
| – | – | 0.5% | 59 |
|
|
2023
Q4 | $528K | Buy |
+8,102
| New | +$528K | 0.5% | 59 |
|