Baystate Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $234K | Buy |
3,595
+9
| +0.3% | +$586 | 0.02% | 190 |
|
|
2023
Q3 | $230K | Buy |
3,586
+43
| +1% | +$2.75K | 0.02% | 182 |
|
|
2023
Q2 | $272K | Buy |
3,543
+18
| +0.5% | +$1.38K | 0.02% | 168 |
|
|
2023
Q1 | $301K | Buy |
3,525
+165
| +5% | +$14.1K | 0.03% | 158 |
|
|
2022
Q4 | $282K | Sell |
3,360
-211
| -6% | -$17.7K | 0.03% | 163 |
|
|
2022
Q3 | $274K | Buy |
3,571
+21
| +0.6% | +$1.61K | 0.03% | 159 |
|
|
2022
Q2 | $268K | Buy |
3,550
+21
| +0.6% | +$1.59K | 0.03% | 156 |
|
|
2022
Q1 | $239K | Sell |
3,529
-369
| -9% | -$25K | 0.02% | 160 |
|
|
2021
Q4 | $263K | Sell |
3,898
-63
| -2% | -$4.25K | 0.02% | 156 |
|
|
2021
Q3 | $237K | Sell |
3,961
-45
| -1% | -$2.69K | 0.02% | 143 |
|
|
2021
Q2 | $244K | Buy |
4,006
+33
| +0.8% | +$2.01K | 0.02% | 133 |
|
|
2021
Q1 | $244K | Buy |
3,973
+264
| +7% | +$16.2K | 0.03% | 125 |
|
|
2020
Q4 | $218K | Sell |
3,709
-291
| -7% | -$17.1K | 0.02% | 122 |
|
|
2020
Q3 | $247K | Buy |
4,000
+2,242
| +128% | +$138K | 0.03% | 105 |
|
|
2020
Q2 | $108K | Buy |
1,758
+1,477
| +526% | +$90.7K | 0.01% | 150 |
|
|
2020
Q1 | $15K | Sell |
281
-23
| -8% | -$1.23K | ﹤0.01% | 326 |
|
|
2019
Q4 | $16K | Buy |
304
+28
| +10% | +$1.47K | ﹤0.01% | 346 |
|
|
2019
Q3 | $15K | Sell |
276
-65
| -19% | -$3.53K | ﹤0.01% | 320 |
|
|
2019
Q2 | $18K | Buy |
341
+259
| +316% | +$13.7K | ﹤0.01% | 313 |
|
|
2019
Q1 | $4K | Buy |
82
+1
| +1% | +$49 | ﹤0.01% | 450 |
|
|
2018
Q4 | $4K | Buy |
81
+1
| +1% | +$49 | ﹤0.01% | 452 |
|
|
2018
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 455 |
|
|
2018
Q2 | $4K | Sell |
80
-121
| -60% | -$6.05K | ﹤0.01% | 474 |
|
|
2018
Q1 | $9K | Sell |
201
-79
| -28% | -$3.54K | ﹤0.01% | 369 |
|
|
2017
Q4 | $17K | Sell |
280
-87
| -24% | -$5.28K | ﹤0.01% | 315 |
|
|
2017
Q3 | $18K | Sell |
367
-168
| -31% | -$8.24K | ﹤0.01% | 291 |
|
|
2017
Q2 | $29K | Buy |
535
+2
| +0.4% | +$108 | 0.01% | 232 |
|
|
2017
Q1 | $31K | Buy |
533
+83
| +18% | +$4.83K | 0.01% | 222 |
|
|
2016
Q4 | $28K | Buy |
+450
| New | +$28K | 0.01% | 200 |
|