Beaumont Financial Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,071
| Closed | -$230K | – | 150 |
|
|
2016
Q1 | $230K | Buy |
+4,071
| New | +$230K | 0.04% | 120 |
|
|
2015
Q2 | – | Sell |
-4,271
| Closed | -$242K | – | 145 |
|
|
2015
Q1 | $242K | Sell |
4,271
-3,325
| -44% | -$188K | 0.01% | 136 |
|
|
2014
Q4 | $405K | Sell |
7,596
-870
| -10% | -$46.4K | 0.02% | 119 |
|
|
2014
Q3 | $427K | Sell |
8,466
-28,633
| -77% | -$1.44M | 0.03% | 116 |
|
|
2014
Q2 | $1.95M | Sell |
37,099
-127,322
| -77% | -$6.69M | 0.14% | 93 |
|
|
2014
Q1 | $8.52M | Sell |
164,421
-7,553
| -4% | -$391K | 0.7% | 47 |
|
|
2013
Q4 | $8.58M | Buy |
171,974
+68,887
| +67% | +$3.44M | 0.71% | 52 |
|
|
2013
Q3 | $4.94M | Buy |
103,087
+26,866
| +35% | +$1.29M | 0.44% | 59 |
|
|
2013
Q2 | $3.7M | Buy |
+76,221
| New | +$3.7M | 0.34% | 74 |
|