BFS
Bard Financial Services’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Sell |
106,445
-2,130
| -2% | -$110K | 0.66% | 47 |
|
|
2025
Q1 | $6.49M | Buy |
108,575
+775
| +0.7% | +$46.3K | 0.79% | 38 |
|
|
2024
Q4 | $6.87M | Sell |
107,800
-675
| -0.6% | -$43K | 0.82% | 33 |
|
|
2024
Q3 | $8.01M | Buy |
108,475
+700
| +0.6% | +$51.7K | 0.95% | 29 |
|
|
2024
Q2 | $6.82M | Buy |
107,775
+975
| +0.9% | +$61.7K | 0.71% | 37 |
|
|
2024
Q1 | $7.47M | Sell |
106,800
-575
| -0.5% | -$40.2K | 0.79% | 34 |
|
|
2023
Q4 | $6.99M | Buy |
107,375
+2,015
| +2% | +$131K | 0.78% | 37 |
|
|
2023
Q3 | $6.74M | Buy |
105,360
+2,475
| +2% | +$158K | 0.83% | 36 |
|
|
2023
Q2 | $7.89M | Sell |
102,885
-1,640
| -2% | -$126K | 0.6% | 47 |
|
|
2023
Q1 | $8.93M | Sell |
104,525
-325
| -0.3% | -$27.8K | 0.72% | 33 |
|
|
2022
Q4 | $8.79M | Sell |
104,850
-375
| -0.4% | -$31.4K | 0.75% | 33 |
|
|
2022
Q3 | $8.06M | Hold |
105,225
| – | – | 0.76% | 33 |
|
|
2022
Q2 | $7.94M | Sell |
105,225
-727
| -0.7% | -$54.9K | 0.73% | 35 |
|
|
2022
Q1 | $7.18M | Buy |
105,952
+524
| +0.5% | +$35.5K | 0.58% | 51 |
|
|
2021
Q4 | $7.1M | Buy |
105,428
+2,027
| +2% | +$137K | 0.57% | 50 |
|
|
2021
Q3 | $6.19M | Buy |
103,401
+3,777
| +4% | +$226K | 0.55% | 51 |
|
|
2021
Q2 | $6.07M | Buy |
99,624
+1,051
| +1% | +$64K | 0.54% | 52 |
|
|
2021
Q1 | $6.05M | Sell |
98,573
-3,244
| -3% | -$199K | 0.59% | 48 |
|
|
2020
Q4 | $5.99M | Buy |
+101,817
| New | +$5.99M | 0.6% | 44 |
|