AO
Advisor OS’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,698
| Closed | -$259K | – | 396 |
|
|
2024
Q1 | $259K | Buy |
+3,698
| New | +$259K | 0.03% | 333 |
|
|
2023
Q3 | – | Sell |
-10,509
| Closed | -$806K | – | 300 |
|
|
2023
Q2 | $806K | Sell |
10,509
-6,678
| -39% | -$512K | 0.13% | 157 |
|
|
2023
Q1 | $1.47M | Sell |
17,187
-613
| -3% | -$52.4K | 0.35% | 70 |
|
|
2022
Q4 | $1.49M | Buy |
17,800
+2,391
| +16% | +$200K | 0.4% | 59 |
|
|
2022
Q3 | $1.18M | Buy |
15,409
+1,916
| +14% | +$147K | 0.36% | 57 |
|
|
2022
Q2 | $1.02M | Buy |
13,493
+4,727
| +54% | +$357K | 0.3% | 73 |
|
|
2022
Q1 | $594K | Buy |
8,766
+1,944
| +28% | +$132K | 0.17% | 127 |
|
|
2021
Q4 | $459K | Buy |
6,822
+760
| +13% | +$51.1K | 0.09% | 180 |
|
|
2021
Q3 | $364K | Buy |
6,062
+721
| +13% | +$43.3K | 0.08% | 182 |
|
|
2021
Q2 | $326K | Buy |
+5,341
| New | +$326K | 0.07% | 184 |
|