Atwood & Palmer’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
$2.59K Hold
50
﹤0.01% 460
2025
Q1
$2.99K Sell
50
-225
-82% -$13.5K ﹤0.01% 381
2024
Q4
$17.5K Sell
275
-50
-15% -$3.19K ﹤0.01% 300
2024
Q3
$24K Sell
325
-100
-24% -$7.39K ﹤0.01% 274
2024
Q2
$26.9K Sell
425
-225
-35% -$14.2K ﹤0.01% 268
2024
Q1
$45.5K Hold
650
﹤0.01% 216
2023
Q4
$42.3K Sell
650
-200
-24% -$13K ﹤0.01% 227
2023
Q3
$54.4K Sell
850
-1,436
-63% -$91.9K ﹤0.01% 209
2023
Q2
$175K Buy
2,286
+650
+40% +$49.9K 0.02% 158
2023
Q1
$140K Hold
1,636
0.01% 158
2022
Q4
$137K Hold
1,636
0.01% 160
2022
Q3
$125K Hold
1,636
0.01% 159
2022
Q2
$123K Sell
1,636
-40
-2% -$3.01K 0.01% 159
2022
Q1
$113K Hold
1,676
0.01% 172
2021
Q4
$113K Hold
1,676
0.01% 179
2021
Q3
$100K Hold
1,676
0.01% 188
2021
Q2
$102K Hold
1,676
0.01% 184
2021
Q1
$103K Buy
1,676
+40
+2% +$2.46K 0.01% 177
2020
Q4
$96K Hold
1,636
0.01% 172
2020
Q3
$101K Hold
1,636
0.01% 159
2020
Q2
$101K Hold
1,636
0.01% 159
2020
Q1
$86K Hold
1,636
0.01% 156
2019
Q4
$88K Hold
1,636
0.01% 164
2019
Q3
$90K Hold
1,636
0.01% 166
2019
Q2
$86K Sell
1,636
-200
-11% -$10.5K 0.01% 160
2019
Q1
$95K Hold
1,836
0.01% 152
2018
Q4
$71K Hold
1,836
0.01% 165
2018
Q3
$79K Hold
1,836
0.01% 165
2018
Q2
$81K Sell
1,836
-650
-26% -$28.7K 0.01% 163
2018
Q1
$112K Sell
2,486
-650
-21% -$29.3K 0.02% 149
2017
Q4
$186K Hold
3,136
0.03% 134
2017
Q3
$162K Hold
3,136
0.02% 136
2017
Q2
$174K Hold
3,136
0.03% 132
2017
Q1
$185K Sell
3,136
-506
-14% -$29.9K 0.03% 121
2016
Q4
$225K Hold
3,642
0.04% 107
2016
Q3
$233K Hold
3,642
0.04% 103
2016
Q2
$260K Hold
3,642
0.05% 100
2016
Q1
$231K Sell
3,642
-500
-12% -$31.7K 0.04% 104
2015
Q4
$239K Hold
4,142
0.05% 113
2015
Q3
$232K Hold
4,142
0.05% 114
2015
Q2
$231K Buy
4,142
+200
+5% +$11.2K 0.04% 121
2015
Q1
$223K Buy
3,942
+1,636
+71% +$92.5K 0.04% 118
2014
Q4
$123K Hold
2,306
0.02% 156
2014
Q3
$116K Sell
2,306
-1,126
-33% -$56.6K 0.02% 158
2014
Q2
$180K Buy
+3,432
New +$180K 0.05% 119