Arete Wealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,815
| Closed | -$242K | – | 746 |
|
2024
Q4 | $242K | Buy |
3,815
+560
| +17% | +$35.5K | 0.02% | 632 |
|
2024
Q3 | $240K | Sell |
3,255
-12,796
| -80% | -$943K | 0.02% | 592 |
|
2024
Q2 | $1.01M | Sell |
16,051
-152
| -0.9% | -$9.6K | 0.08% | 231 |
|
2024
Q1 | $1.13M | Sell |
16,203
-166
| -1% | -$11.6K | 0.1% | 192 |
|
2023
Q4 | $1.07M | Sell |
16,369
-2,308
| -12% | -$150K | 0.08% | 237 |
|
2023
Q3 | $1.2M | Sell |
18,677
-3,765
| -17% | -$241K | 0.21% | 107 |
|
2023
Q2 | $1.72M | Buy |
22,442
+11,235
| +100% | +$863K | 0.15% | 147 |
|
2023
Q1 | $958K | Sell |
11,207
-135
| -1% | -$11.5K | 0.08% | 219 |
|
2022
Q4 | $951M | Buy |
11,342
+1,047
| +10% | +$87.8M | 0.08% | 212 |
|
2022
Q3 | $789K | Sell |
10,295
-401
| -4% | -$30.7K | 0.08% | 215 |
|
2022
Q2 | $807K | Buy |
10,696
+4,761
| +80% | +$359K | 0.08% | 179 |
|
2022
Q1 | $402K | Buy |
5,935
+234
| +4% | +$15.9K | 0.03% | 330 |
|
2021
Q4 | $386K | Buy |
+5,701
| New | +$386K | 0.03% | 338 |
|
2021
Q3 | – | Sell |
-5,598
| Closed | -$273K | – | 428 |
|
2021
Q2 | $273K | Sell |
5,598
-248
| -4% | -$12.1K | 0.04% | 280 |
|
2021
Q1 | $358K | Sell |
5,846
-570
| -9% | -$34.9K | 0.05% | 293 |
|
2020
Q4 | $377K | Sell |
6,416
-114
| -2% | -$6.7K | 0.05% | 272 |
|
2020
Q3 | $408K | Buy |
6,530
+345
| +6% | +$21.6K | 0.06% | 245 |
|
2020
Q2 | $381K | Sell |
6,185
-1,746
| -22% | -$108K | 0.07% | 256 |
|
2020
Q1 | $417K | Sell |
7,931
-1,069
| -12% | -$56.2K | 0.08% | 210 |
|
2019
Q4 | $477K | Buy |
9,000
+2,777
| +45% | +$147K | 0.08% | 239 |
|
2019
Q3 | $342K | Sell |
6,223
-319
| -5% | -$17.5K | 0.07% | 276 |
|
2019
Q2 | $345K | Hold |
6,542
| – | – | 0.07% | 275 |
|
2019
Q1 | $335K | Sell |
6,542
-4,402
| -40% | -$225K | 0.07% | 269 |
|
2018
Q4 | $426K | Sell |
10,944
-6,153
| -36% | -$240K | 0.1% | 210 |
|
2018
Q3 | $734K | Buy |
17,097
+3,159
| +23% | +$136K | 0.16% | 148 |
|
2018
Q2 | $617K | Buy |
13,938
+1,349
| +11% | +$59.7K | 0.15% | 163 |
|
2018
Q1 | $567K | Buy |
12,589
+4,532
| +56% | +$204K | 0.19% | 144 |
|
2017
Q4 | $478K | Buy |
8,057
+206
| +3% | +$12.2K | 0.16% | 173 |
|
2017
Q3 | $406K | Buy |
7,851
+130
| +2% | +$6.72K | 0.16% | 178 |
|
2017
Q2 | $428K | Buy |
+7,721
| New | +$428K | 0.2% | 144 |
|