Brandywine Oak Private Wealth’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
8,366
| – | – | 0.04% | 158 |
|
|
2025
Q1 | $500K | Hold |
8,366
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $534K | Hold |
8,366
| – | – | 0.05% | 144 |
|
|
2024
Q3 | $618K | Hold |
8,366
| – | – | 0.06% | 133 |
|
|
2024
Q2 | $529K | Hold |
8,366
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $585K | Sell |
8,366
-481
| -5% | -$33.7K | 0.06% | 138 |
|
|
2023
Q4 | $576K | Sell |
8,847
-272
| -3% | -$17.7K | 0.06% | 135 |
|
|
2023
Q3 | $584K | Sell |
9,119
-250
| -3% | -$16K | 0.07% | 130 |
|
|
2023
Q2 | $719K | Buy |
9,369
+533
| +6% | +$40.9K | 0.08% | 125 |
|
|
2023
Q1 | $755K | Sell |
8,836
-1,614
| -15% | -$138K | 0.09% | 119 |
|
|
2022
Q4 | $876K | Sell |
10,450
-792
| -7% | -$66.4K | 0.11% | 100 |
|
|
2022
Q3 | $861K | Buy |
11,242
+2,442
| +28% | +$187K | 0.12% | 105 |
|
|
2022
Q2 | $663K | Buy |
8,800
+4
| +0% | +$301 | 0.08% | 143 |
|
|
2022
Q1 | $595K | Buy |
8,796
+3
| +0% | +$203 | 0.07% | 181 |
|
|
2021
Q4 | $592K | Hold |
8,793
| – | – | 0.06% | 184 |
|
|
2021
Q3 | $526K | Sell |
8,793
-16
| -0.2% | -$957 | 0.06% | 190 |
|
|
2021
Q2 | $536K | Buy |
8,809
+3,341
| +61% | +$203K | 0.06% | 186 |
|
|
2021
Q1 | $335K | Sell |
5,468
-26
| -0.5% | -$1.59K | 0.05% | 185 |
|
|
2020
Q4 | $323K | Sell |
5,494
-7
| -0.1% | -$412 | 0.05% | 184 |
|
|
2020
Q3 | $339K | Hold |
5,501
| – | – | 0.06% | 175 |
|
|
2020
Q2 | $339K | Buy |
5,501
+4
| +0.1% | +$247 | 0.06% | 168 |
|
|
2020
Q1 | $290K | Buy |
5,497
+4
| +0.1% | +$211 | 0.06% | 161 |
|
|
2019
Q4 | $294K | Buy |
5,493
+4
| +0.1% | +$214 | 0.05% | 182 |
|
|
2019
Q3 | $302K | Buy |
+5,489
| New | +$302K | 0.06% | 166 |
|
|
2019
Q1 | – | Sell |
-3,095
| Closed | -$120K | – | 367 |
|
|
2018
Q4 | $120K | Buy |
+3,095
| New | +$120K | 0.03% | 256 |
|