Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,379
| Closed | -$102K | – | 550 |
|
|
2024
Q3 | $102K | Buy |
1,379
+104
| +8% | +$7.21K | 0.01% | 414 |
|
|
2024
Q2 | $80.7K | Hold |
1,275
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $89.2K | Sell |
1,275
-235
| -16% | -$15.3K | 0.01% | 286 |
|
|
2023
Q4 | $98.4K | Hold |
1,510
| – | – | 0.01% | 278 |
|
|
2023
Q3 | $96.6K | Sell |
1,510
-145
| -9% | -$10.2K | 0.01% | 303 |
|
|
2023
Q2 | $127K | Hold |
1,655
| – | – | 0.01% | 287 |
|
|
2023
Q1 | $141K | Hold |
1,655
| – | – | 0.01% | 277 |
|
|
2022
Q4 | $139K | Buy |
1,655
+208
| +14% | +$16.9K | 0.01% | 275 |
|
|
2022
Q3 | $111K | Buy |
1,447
+3
| +0.2% | +$229 | 0.02% | 230 |
|
|
2022
Q2 | $109K | Sell |
1,444
-144
| -9% | -$10.1K | 0.01% | 244 |
|
|
2022
Q1 | $108K | Hold |
1,588
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $107K | Hold |
1,588
| – | – | 0.01% | 254 |
|
|
2021
Q3 | $95K | Hold |
1,588
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $97K | Buy |
1,588
+338
| +27% | +$20.9K | 0.01% | 274 |
|
|
2021
Q1 | $77K | Buy |
1,250
+153
| +14% | +$8.83K | 0.01% | 286 |
|
|
2020
Q4 | $65K | Hold |
1,097
| – | – | 0.01% | 291 |
|
|
2020
Q3 | $68K | Hold |
1,097
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $68K | Hold |
1,097
| – | – | 0.01% | 260 |
|
|
2020
Q1 | $58K | Hold |
1,097
| – | – | 0.01% | 261 |
|
|
2019
Q4 | $59K | Hold |
1,097
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $60K | Hold |
1,097
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $58K | Sell |
1,097
-38
| -3% | -$1.96K | 0.01% | 292 |
|
|
2019
Q1 | $59K | Sell |
1,135
-770
| -40% | -$34.9K | 0.01% | 285 |
|
|
2018
Q4 | $74K | Buy |
1,905
+808
| +74% | +$34.1K | 0.01% | 250 |
|
|
2018
Q3 | $47K | Hold |
1,097
| – | – | 0.01% | 321 |
|
|
2018
Q2 | $49K | Hold |
1,097
| – | – | 0.01% | 319 |
|
|
2018
Q1 | $49K | Sell |
1,097
-809
| -42% | -$43.9K | 0.01% | 298 |
|
|
2017
Q4 | $113K | Hold |
1,906
| – | – | 0.02% | 237 |
|
|
2017
Q3 | $99K | Hold |
1,906
| – | – | 0.02% | 235 |
|
|
2017
Q2 | $106K | Hold |
1,906
| – | – | 0.02% | 233 |
|
|
2017
Q1 | $112K | Hold |
1,906
| – | – | 0.02% | 222 |
|
|
2016
Q4 | $118K | Hold |
1,906
| – | – | 0.02% | 217 |
|
|
2016
Q3 | $122K | Sell |
1,906
-515
| -21% | -$35.8K | 0.02% | 208 |
|
|
2016
Q2 | $173K | Sell |
2,421
-25,940
| -91% | -$1.65M | 0.04% | 174 |
|
|
2016
Q1 | $1.8M | Buy |
28,361
+9,638
| +51% | +$560K | 0.32% | 69 |
|
|
2015
Q4 | $1.08M | Buy |
18,723
+493
| +3% | +$28.4K | 0.18% | 118 |
|
|
2015
Q3 | $1.02M | Buy |
+18,230
| New | +$1.04M | 0.17% | 119 |
|
Other funds holding GIS
Baldwin Wealth Partners's GIS Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of General Mills (GIS) in Q4 2024, closing a stake of 1,379 shares — an estimated $102K sold.
Baldwin Wealth Partners first reported a position in GIS in Q3 2015 and held it in 37 quarters. The position peaked at $1.8M in Q1 2016. 1,624 funds tracked by Wall St. Rank hold GIS as of Q4 2024.
- Baldwin Wealth Partners reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 1,379 General Mills shares in Q4 2024, an estimated $102K.
- Baldwin Wealth Partners first reported a position in General Mills in Q3 2015 and held it in 37 quarters.
- Baldwin Wealth Partners's General Mills position peaked at $1.8M in Q1 2016.
- 1,624 funds tracked by Wall St. Rank held General Mills as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.