Beacon Investment Advisory Services’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,458
| Closed | -$225K | – | 270 |
|
|
2023
Q4 | $225K | Buy |
+3,458
| New | +$225K | 0.01% | 250 |
|
|
2018
Q3 | – | Sell |
-4,763
| Closed | -$211K | – | 259 |
|
|
2018
Q2 | $211K | Sell |
4,763
-250
| -5% | -$11.1K | 0.02% | 240 |
|
|
2018
Q1 | $226K | Hold |
5,013
| – | – | 0.02% | 241 |
|
|
2017
Q4 | $297K | Sell |
5,013
-2,700
| -35% | -$160K | 0.03% | 206 |
|
|
2017
Q3 | $399K | Buy |
+7,713
| New | +$399K | 0.03% | 200 |
|