Bogart Wealth LLC’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158K | Sell |
4,248
-4
| -0.1% | -$174 | 0.01% | 295 |
|
|
2025
Q4 | $198K | Buy |
4,252
+23
| +0.5% | +$1.09K | 0.01% | 254 |
|
|
2025
Q3 | $213K | Buy |
4,229
+8
| +0.2% | +$401 | 0.01% | 243 |
|
|
2025
Q2 | $219K | Buy |
4,221
+151
| +4% | +$8.33K | 0.01% | 225 |
|
|
2025
Q1 | $243K | Buy |
4,070
+15
| +0.4% | +$901 | 0.01% | 206 |
|
|
2024
Q4 | $259K | Buy |
4,055
+201
| +5% | +$13.5K | 0.01% | 197 |
|
|
2024
Q3 | $285K | Buy |
3,854
+1
| +0% | +$69 | 0.01% | 189 |
|
|
2024
Q2 | $244K | Buy |
3,853
+1
| +0% | +$69 | 0.01% | 195 |
|
|
2024
Q1 | $270K | Buy |
3,852
+567
| +17% | +$36.9K | 0.01% | 184 |
|
|
2023
Q4 | $214K | Buy |
3,285
+478
| +17% | +$30.9K | 0.01% | 196 |
|
|
2023
Q3 | $180K | Hold |
2,807
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $215K | Buy |
2,807
+1
| +0% | +$85 | 0.01% | 189 |
|
|
2023
Q1 | $240K | Sell |
2,806
-730
| -21% | -$58.3K | 0.02% | 171 |
|
|
2022
Q4 | $296K | Buy |
3,536
+1
| +0% | +$81 | 0.02% | 162 |
|
|
2022
Q3 | $271K | Sell |
3,535
-110
| -3% | -$8.38K | 0.02% | 156 |
|
|
2022
Q2 | $275K | Buy |
3,645
+713
| +24% | +$49.9K | 0.02% | 148 |
|
|
2022
Q1 | $199K | Buy |
2,932
+1
| +0% | +$67 | 0.02% | 160 |
|
|
2021
Q4 | $198K | Hold |
2,931
| – | – | 0.02% | 154 |
|
|
2021
Q3 | $175K | Buy |
2,931
+2
| +0.1% | +$118 | 0.02% | 153 |
|
|
2021
Q2 | $178K | Buy |
2,929
+1,668
| +132% | +$103K | 0.02% | 153 |
|
|
2021
Q1 | $77K | Buy |
1,261
+152
| +14% | +$8.77K | 0.01% | 196 |
|
|
2020
Q4 | $65K | Sell |
1,109
-20,382
| -95% | -$1.23M | 0.01% | 184 |
|
|
2020
Q3 | $1.32M | Buy |
21,491
+373
| +2% | +$23.3K | 0.29% | 57 |
|
|
2020
Q2 | $1.3M | Buy |
21,118
+2,969
| +16% | +$179K | 0.31% | 52 |
|
|
2020
Q1 | $958K | Buy |
18,149
+15,440
| +570% | +$815K | 0.26% | 52 |
|
|
2019
Q4 | $145K | Hold |
2,709
| – | – | 0.05% | 121 |
|
|
2019
Q3 | $149K | Sell |
2,709
-10
| -0.4% | -$539 | 0.07% | 104 |
|
|
2019
Q2 | $142K | Buy |
2,719
+1,445
| +113% | +$74.7K | 0.09% | 105 |
|
|
2019
Q1 | $65K | Sell |
1,274
-145
| -10% | -$6.57K | 0.03% | 130 |
|
|
2018
Q4 | $55K | Hold |
1,419
| – | – | 0.03% | 135 |
|
|
2018
Q3 | $61K | Buy |
1,419
+149
| +12% | +$6.75K | 0.04% | 127 |
|
|
2018
Q2 | $56K | Hold |
1,270
| – | – | 0.03% | 137 |
|
|
2018
Q1 | $58K | Sell |
1,270
-792
| -38% | -$43K | 0.03% | 134 |
|
|
2017
Q4 | $122K | Sell |
2,062
-4,957
| -71% | -$268K | 0.08% | 85 |
|
|
2017
Q3 | $352K | Sell |
7,019
-504
| -7% | -$27.6K | 0.26% | 54 |
|
|
2017
Q2 | $417K | Buy |
7,523
+1,699
| +29% | +$97K | 0.27% | 53 |
|
|
2017
Q1 | $344K | Buy |
5,824
+976
| +20% | +$59.7K | 0.23% | 57 |
|
|
2016
Q4 | $299K | Buy |
+4,848
| New | +$300K | 0.2% | 59 |
|
Other funds holding GIS
VCM
VPM
Bogart Wealth LLC's GIS Position: Q1 2026 in Review
Bogart Wealth LLC reduced its General Mills (GIS) stake by 0.09% in Q1 2026, selling an estimated $174 and leaving 4,248 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #295.
Bogart Wealth LLC first reported a position in GIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.32M in Q3 2020. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.
- Bogart Wealth LLC held 4,248 shares of General Mills worth $158K as of Q1 2026.
- Bogart Wealth LLC sold 4 General Mills shares in Q1 2026, an estimated $174.
- General Mills made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #295 holding.
- Bogart Wealth LLC first reported a position in General Mills in Q4 2016 and has held it in 38 quarters since.
- Bogart Wealth LLC's General Mills position peaked at $1.32M in Q3 2020.
- 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.