Altavista Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $752K | Sell |
11,161
-100
| -0.9% | -$6.35K | 0.15% | 105 |
|
|
2021
Q3 | $674K | Sell |
11,261
-1,600
| -12% | -$94.5K | 0.15% | 102 |
|
|
2021
Q2 | $784K | Sell |
12,861
-600
| -4% | -$37.1K | 0.17% | 94 |
|
|
2021
Q1 | $825K | Hold |
13,461
| – | – | 0.2% | 84 |
|
|
2020
Q4 | $792K | Hold |
13,461
| – | – | 0.2% | 83 |
|
|
2020
Q3 | $830K | Sell |
13,461
-1,000
| -7% | -$62.5K | 0.23% | 72 |
|
|
2020
Q2 | $892K | Buy |
14,461
+600
| +4% | +$36.2K | 0.26% | 68 |
|
|
2020
Q1 | $731K | Sell |
13,861
-2,150
| -13% | -$114K | 0.25% | 72 |
|
|
2019
Q4 | $858K | Hold |
16,011
| – | – | 0.26% | 74 |
|
|
2019
Q3 | $883K | Hold |
16,011
| – | – | 0.27% | 73 |
|
|
2019
Q2 | $841K | Sell |
16,011
-2,000
| -11% | -$103K | 0.27% | 77 |
|
|
2019
Q1 | $932K | Sell |
18,011
-2,780
| -13% | -$126K | 0.33% | 70 |
|
|
2018
Q4 | $810K | Buy |
20,791
+500
| +2% | +$21.1K | 0.33% | 73 |
|
|
2018
Q3 | $871K | Sell |
20,291
-1,486
| -7% | -$67.3K | 0.32% | 76 |
|
|
2018
Q2 | $964K | Buy |
21,777
+167
| +0.8% | +$7.31K | 0.39% | 67 |
|
|
2018
Q1 | $974K | Buy |
21,610
+3,362
| +18% | +$182K | 0.41% | 65 |
|
|
2017
Q4 | $1.08M | Sell |
18,248
-767
| -4% | -$41.5K | 0.46% | 58 |
|
|
2017
Q3 | $984K | Sell |
19,015
-17,042
| -47% | -$934K | 0.47% | 53 |
|
|
2017
Q2 | $2M | Buy |
36,057
+14,196
| +65% | +$810K | 0.99% | 33 |
|
|
2017
Q1 | $1.29M | Buy |
21,861
+8,659
| +66% | +$529K | 0.65% | 49 |
|
|
2016
Q4 | $815K | Sell |
13,202
-59
| -0.4% | -$3.65K | 0.44% | 56 |
|
|
2016
Q3 | $847K | Buy |
13,261
+47
| +0.4% | +$3.27K | 0.46% | 54 |
|
|
2016
Q2 | $942K | Sell |
13,214
-562
| -4% | -$35.8K | 0.52% | 46 |
|
|
2016
Q1 | $873K | Sell |
13,776
-285
| -2% | -$16.6K | 0.49% | 50 |
|
|
2015
Q4 | $811K | Hold |
14,061
| – | – | 0.48% | 50 |
|
|
2015
Q3 | $789K | Sell |
14,061
-75
| -0.5% | -$4.3K | 0.52% | 50 |
|
|
2015
Q2 | $788K | Sell |
14,136
-900
| -6% | -$50.4K | 0.48% | 51 |
|
|
2015
Q1 | $851K | Sell |
15,036
-930
| -6% | -$49.6K | 0.52% | 51 |
|
|
2014
Q4 | $848K | Sell |
15,966
-5,835
| -27% | -$302K | 0.52% | 47 |
|
|
2014
Q3 | $1.1M | Sell |
21,801
-29,122
| -57% | -$1.53M | 0.71% | 43 |
|
|
2014
Q2 | $2.67M | Buy |
50,923
+65
| +0.1% | +$3.47K | 1.67% | 22 |
|
|
2014
Q1 | $2.63M | Sell |
50,858
-70
| -0.1% | -$3.47K | 1.6% | 23 |
|
|
2013
Q4 | $2.57M | Sell |
50,928
-1,130
| -2% | -$56.3K | 1.57% | 22 |
|
|
2013
Q3 | $2.5M | Sell |
52,058
-1,316
| -2% | -$66.1K | 1.63% | 21 |
|
|
2013
Q2 | $2.59M | Buy |
+53,374
| New | +$2.62M | 1.74% | 17 |
|
Other funds holding GIS
Altavista Wealth Management's GIS Position: Q4 2021 in Review
Altavista Wealth Management reduced its General Mills (GIS) stake by 0.89% in Q4 2021, selling an estimated $6.35K and leaving 11,161 shares worth $752K. The position accounts for 0.15% of the portfolio, ranked #105.
Altavista Wealth Management first reported a position in GIS in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.67M in Q2 2014. 1,520 funds tracked by Wall St. Rank hold GIS as of Q4 2021.
- Altavista Wealth Management held 11,161 shares of General Mills worth $752K as of Q4 2021.
- Altavista Wealth Management sold 100 General Mills shares in Q4 2021, an estimated $6.35K.
- General Mills made up 0.15% of Altavista Wealth Management's portfolio in Q4 2021, its #105 holding.
- Altavista Wealth Management first reported a position in General Mills in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's General Mills position peaked at $2.67M in Q2 2014.
- 1,520 funds tracked by Wall St. Rank held General Mills as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.