Avantax Planning Partners’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,863
| Closed | -$356K | – | 445 |
|
|
2025
Q2 | $356K | Sell |
6,863
-55
| -0.8% | -$3.04K | 0.01% | 322 |
|
|
2025
Q1 | $414K | Sell |
6,918
-374
| -5% | -$22.5K | 0.01% | 288 |
|
|
2024
Q4 | $465K | Sell |
7,292
-215
| -3% | -$14.4K | 0.02% | 267 |
|
|
2024
Q3 | $554K | Sell |
7,507
-1,358
| -15% | -$94.1K | 0.02% | 240 |
|
|
2024
Q2 | $561K | Sell |
8,865
-937
| -10% | -$64.3K | 0.02% | 270 |
|
|
2024
Q1 | $686K | Buy |
9,802
+495
| +5% | +$32.2K | 0.02% | 252 |
|
|
2023
Q4 | $606K | Buy |
9,307
+139
| +2% | +$8.97K | 0.02% | 220 |
|
|
2023
Q3 | $587K | Sell |
9,168
-347
| -4% | -$24.5K | 0.02% | 212 |
|
|
2023
Q2 | $730K | Buy |
9,515
+111
| +1% | +$9.49K | 0.03% | 199 |
|
|
2023
Q1 | $804K | Buy |
9,404
+640
| +7% | +$51.1K | 0.03% | 193 |
|
|
2022
Q4 | $735K | Sell |
8,764
-1,733
| -17% | -$141K | 0.03% | 199 |
|
|
2022
Q3 | $804K | Sell |
10,497
-32
| -0.3% | -$2.44K | 0.04% | 172 |
|
|
2022
Q2 | $794K | Sell |
10,529
-444
| -4% | -$31.1K | 0.03% | 181 |
|
|
2022
Q1 | $743K | Sell |
10,973
-1,723
| -14% | -$116K | 0.03% | 189 |
|
|
2021
Q4 | $855K | Sell |
12,696
-3,418
| -21% | -$217K | 0.04% | 170 |
|
|
2021
Q3 | $964K | Buy |
16,114
+456
| +3% | +$26.9K | 0.04% | 144 |
|
|
2021
Q2 | $954K | Sell |
15,658
-3,196
| -17% | -$198K | 0.04% | 139 |
|
|
2021
Q1 | $1.16M | Sell |
18,854
-5,810
| -24% | -$335K | 0.06% | 124 |
|
|
2020
Q4 | $1.45M | Sell |
24,664
-136
| -0.5% | -$8.23K | 0.07% | 103 |
|
|
2020
Q3 | $1.53M | Buy |
24,800
+386
| +2% | +$24.1K | 0.08% | 101 |
|
|
2020
Q2 | $1.5M | Sell |
24,414
-964
| -4% | -$58.1K | 0.09% | 98 |
|
|
2020
Q1 | $1.34M | Buy |
25,378
+10,794
| +74% | +$570K | 0.09% | 88 |
|
|
2019
Q4 | $781K | Sell |
14,584
-157
| -1% | -$8.27K | 0.05% | 130 |
|
|
2019
Q3 | $813K | Buy |
14,741
+1,492
| +11% | +$80.4K | 0.05% | 125 |
|
|
2019
Q2 | $716K | Sell |
13,249
-529
| -4% | -$27.3K | 0.05% | 134 |
|
|
2019
Q1 | $713K | Buy |
13,778
+89
| +0.7% | +$4.03K | 0.05% | 131 |
|
|
2018
Q4 | $533K | Buy |
13,689
+4,183
| +44% | +$177K | 0.04% | 142 |
|
|
2018
Q3 | $408K | Buy |
9,506
+2,799
| +42% | +$127K | 0.03% | 157 |
|
|
2018
Q2 | $298K | Sell |
6,707
-662
| -9% | -$29K | 0.03% | 184 |
|
|
2018
Q1 | $332K | Buy |
7,369
+348
| +5% | +$18.9K | 0.03% | 213 |
|
|
2017
Q4 | $416K | Sell |
7,021
-2,623
| -27% | -$142K | 0.04% | 190 |
|
|
2017
Q3 | $499K | Sell |
9,644
-704
| -7% | -$38.6K | 0.04% | 209 |
|
|
2017
Q2 | $573K | Buy |
10,348
+103
| +1% | +$5.88K | 0.05% | 177 |
|
|
2017
Q1 | $605K | Sell |
10,245
-232
| -2% | -$14.2K | 0.05% | 162 |
|
|
2016
Q4 | $647K | Buy |
+10,477
| New | +$649K | 0.07% | 138 |
|
Other funds holding GIS
