BFA
Benedict Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
92,614
+2,984
| +3% | +$155K | 1.09% | 31 |
|
|
2025
Q1 | $5.36M | Buy |
89,630
+1,766
| +2% | +$106K | 1.24% | 25 |
|
|
2024
Q4 | $5.6M | Buy |
87,864
+161
| +0.2% | +$10.3K | 1.36% | 22 |
|
|
2024
Q3 | $6.48M | Sell |
87,703
-1,198
| -1% | -$88.5K | 1.53% | 19 |
|
|
2024
Q2 | $5.62M | Sell |
88,901
-276
| -0.3% | -$17.5K | 1.43% | 21 |
|
|
2024
Q1 | $6.24M | Sell |
89,177
-962
| -1% | -$67.3K | 1.58% | 15 |
|
|
2023
Q4 | $5.87M | Buy |
90,139
+53
| +0.1% | +$3.45K | 1.6% | 14 |
|
|
2023
Q3 | $5.76M | Sell |
90,086
-209
| -0.2% | -$13.4K | 1.67% | 11 |
|
|
2023
Q2 | $6.93M | Sell |
90,295
-1,363
| -1% | -$105K | 1.9% | 9 |
|
|
2023
Q1 | $7.83M | Sell |
91,658
-1,920
| -2% | -$164K | 2.21% | 6 |
|
|
2022
Q4 | $7.85M | Sell |
93,578
-3,615
| -4% | -$303K | 2.33% | 8 |
|
|
2022
Q3 | $7.45M | Sell |
97,193
-1,273
| -1% | -$97.5K | 2.38% | 5 |
|
|
2022
Q2 | $7.43M | Buy |
98,466
+157
| +0.2% | +$11.8K | 2.2% | 8 |
|
|
2022
Q1 | $6.66M | Buy |
98,309
+53
| +0.1% | +$3.59K | 1.78% | 10 |
|
|
2021
Q4 | $6.62M | Buy |
98,256
+81
| +0.1% | +$5.46K | 1.73% | 12 |
|
|
2021
Q3 | $5.87M | Buy |
98,175
+1,406
| +1% | +$84.1K | 1.64% | 13 |
|
|
2021
Q2 | $5.9M | Buy |
96,769
+694
| +0.7% | +$42.3K | 1.64% | 14 |
|
|
2021
Q1 | $5.89M | Buy |
96,075
+856
| +0.9% | +$52.5K | 1.7% | 14 |
|
|
2020
Q4 | $5.6M | Sell |
95,219
-150
| -0.2% | -$8.82K | 2.02% | 14 |
|
|
2020
Q3 | $5.88M | Sell |
95,369
-1,040
| -1% | -$64.1K | 2.27% | 10 |
|
|
2020
Q2 | $5.94M | Sell |
96,409
-1,230
| -1% | -$75.8K | 2.45% | 7 |
|
|
2020
Q1 | $5.15M | Sell |
97,639
-418
| -0.4% | -$22.1K | 2.43% | 8 |
|
|
2019
Q4 | $5.25M | Buy |
98,057
+781
| +0.8% | +$41.8K | 2.05% | 9 |
|
|
2019
Q3 | $5.36M | Sell |
97,276
-1,127
| -1% | -$62.1K | 2.2% | 8 |
|
|
2019
Q2 | $5.17M | Buy |
98,403
+2,387
| +2% | +$125K | 2.15% | 8 |
|
|
2019
Q1 | $4.97M | Buy |
96,016
+4,824
| +5% | +$250K | 2.15% | 9 |
|
|
2018
Q4 | $3.55M | Buy |
91,192
+7,171
| +9% | +$279K | 1.75% | 17 |
|
|
2018
Q3 | $3.61M | Buy |
84,021
+7,799
| +10% | +$335K | 1.62% | 20 |
|
|
2018
Q2 | $3.37M | Buy |
76,222
+8,320
| +12% | +$368K | 1.67% | 19 |
|
|
2018
Q1 | $3.06M | Buy |
67,902
+350
| +0.5% | +$15.8K | 1.54% | 24 |
|
|
2017
Q4 | $4.01M | Buy |
67,552
+1,924
| +3% | +$114K | 1.93% | 16 |
|
|
2017
Q3 | $3.4M | Buy |
65,628
+1,379
| +2% | +$71.4K | 1.74% | 18 |
|
|
2017
Q2 | $3.49M | Buy |
64,249
+5,116
| +9% | +$278K | 1.82% | 17 |
|
|
2017
Q1 | $3.49M | Buy |
59,133
+2,724
| +5% | +$161K | 1.9% | 16 |
|
|
2016
Q4 | $3.48M | Buy |
56,409
+923
| +2% | +$57K | 2.01% | 16 |
|
|
2016
Q3 | $3.54M | Buy |
55,486
+62
| +0.1% | +$3.96K | 2.07% | 16 |
|
|
2016
Q2 | $3.99M | Sell |
55,424
-547
| -1% | -$39.3K | 2.33% | 12 |
|
|
2016
Q1 | $3.55M | Buy |
55,971
+1,167
| +2% | +$73.9K | 2.16% | 15 |
|
|
2015
Q4 | $3.16M | Buy |
54,804
+1,813
| +3% | +$105K | 2% | 17 |
|
|
2015
Q3 | $2.97M | Buy |
52,991
+1,919
| +4% | +$108K | 2.06% | 18 |
|
|
2015
Q2 | $2.92M | Buy |
51,072
+2,193
| +4% | +$125K | 1.9% | 19 |
|
|
2015
Q1 | $2.76M | Buy |
48,879
+1,715
| +4% | +$96.8K | 1.77% | 22 |
|
|
2014
Q4 | $2.51M | Buy |
+47,164
| New | +$2.51M | 1.64% | 24 |
|