Adams Chetwood 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $287K | Buy |
4,240
+20
| +0.5% | +$1.35K | 0.16% | 70 |
|
2021
Q4 | $284K | Hold |
4,220
| – | – | 0.19% | 65 |
|
2021
Q3 | $252K | Hold |
4,220
| – | – | 0.18% | 70 |
|
2021
Q2 | $257K | Sell |
4,220
-200
| -5% | -$12.2K | 0.18% | 70 |
|
2021
Q1 | $271K | Hold |
4,420
| – | – | 0.21% | 68 |
|
2020
Q4 | $260K | Hold |
4,420
| – | – | 0.22% | 68 |
|
2020
Q3 | $273K | Hold |
4,420
| – | – | 0.26% | 63 |
|
2020
Q2 | $272K | Hold |
4,420
| – | – | 0.28% | 62 |
|
2020
Q1 | $264K | Buy |
4,420
+520
| +13% | +$31.1K | 0.31% | 60 |
|
2019
Q4 | $209K | Buy |
+3,900
| New | +$209K | 0.21% | 67 |
|