Buckingham Strategic Wealth’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $795K | Sell |
12,566
-714
| -5% | -$45.2K | 0.01% | 376 |
|
|
2024
Q1 | $929K | Buy |
13,280
+37
| +0.3% | +$2.59K | 0.01% | 349 |
|
|
2023
Q4 | $863K | Buy |
13,243
+388
| +3% | +$25.3K | 0.01% | 347 |
|
|
2023
Q3 | $823K | Sell |
12,855
-1,502
| -10% | -$96.1K | 0.01% | 322 |
|
|
2023
Q2 | $1.1M | Buy |
14,357
+178
| +1% | +$13.7K | 0.02% | 288 |
|
|
2023
Q1 | $1.19M | Hold |
14,179
| – | – | 0.02% | 246 |
|
|
2022
Q4 | $1.19M | Sell |
14,179
-1,619
| -10% | -$136K | 0.02% | 247 |
|
|
2022
Q3 | $1.21M | Sell |
15,798
-81
| -0.5% | -$6.2K | 0.02% | 231 |
|
|
2022
Q2 | $1.2M | Buy |
15,879
+2,142
| +16% | +$162K | 0.02% | 242 |
|
|
2022
Q1 | $930K | Sell |
13,737
-1,090
| -7% | -$73.8K | 0.02% | 266 |
|
|
2021
Q4 | $999K | Sell |
14,827
-276
| -2% | -$18.6K | 0.02% | 259 |
|
|
2021
Q3 | $903K | Sell |
15,103
-402
| -3% | -$24K | 0.02% | 267 |
|
|
2021
Q2 | $945K | Sell |
15,505
-232
| -1% | -$14.1K | 0.02% | 258 |
|
|
2021
Q1 | $965K | Buy |
15,737
+392
| +3% | +$24K | 0.05% | 236 |
|
|
2020
Q4 | $902K | Buy |
15,345
+7,134
| +87% | +$419K | 0.05% | 231 |
|
|
2020
Q3 | $506K | Sell |
8,211
-381
| -4% | -$23.5K | 0.04% | 255 |
|
|
2020
Q2 | $530K | Sell |
8,592
-571
| -6% | -$35.2K | 0.05% | 212 |
|
|
2020
Q1 | $484K | Buy |
9,163
+897
| +11% | +$47.4K | 0.05% | 254 |
|
|
2019
Q4 | $443K | Buy |
8,266
+301
| +4% | +$16.1K | 0.04% | 271 |
|
|
2019
Q3 | $439K | Buy |
7,965
+2,978
| +60% | +$164K | 0.05% | 258 |
|
|
2019
Q2 | $262K | Sell |
4,987
-100
| -2% | -$5.25K | 0.03% | 365 |
|
|
2019
Q1 | $263K | Buy |
+5,087
| New | +$263K | 0.03% | 339 |
|
|
2018
Q4 | – | Sell |
-4,673
| Closed | -$201K | – | 367 |
|
|
2018
Q3 | $201K | Sell |
4,673
-331
| -7% | -$14.2K | 0.03% | 342 |
|
|
2018
Q2 | $221K | Buy |
5,004
+378
| +8% | +$16.7K | 0.04% | 322 |
|
|
2018
Q1 | $208K | Sell |
4,626
-1,168
| -20% | -$52.5K | 0.04% | 288 |
|
|
2017
Q4 | $344K | Buy |
5,794
+1,086
| +23% | +$64.5K | 0.07% | 217 |
|
|
2017
Q3 | $244K | Sell |
4,708
-135
| -3% | -$7K | 0.06% | 247 |
|
|
2017
Q2 | $268K | Sell |
4,843
-838
| -15% | -$46.4K | 0.06% | 232 |
|
|
2017
Q1 | $335K | Buy |
5,681
+1,804
| +47% | +$106K | 0.1% | 180 |
|
|
2016
Q4 | $240K | Buy |
3,877
+103
| +3% | +$6.38K | 0.08% | 193 |
|
|
2016
Q3 | $241K | Buy |
3,774
+233
| +7% | +$14.9K | 0.08% | 188 |
|
|
2016
Q2 | $253K | Buy |
3,541
+333
| +10% | +$23.8K | 0.09% | 179 |
|
|
2016
Q1 | $203K | Buy |
+3,208
| New | +$203K | 0.07% | 214 |
|
|
2015
Q2 | – | Sell |
-5,858
| Closed | -$332K | – | 231 |
|
|
2015
Q1 | $332K | Hold |
5,858
| – | – | 0.12% | 133 |
|
|
2014
Q4 | $312K | Buy |
+5,858
| New | +$312K | 0.12% | 125 |
|