CFA
Cahill Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
6,381
+1,618
| +34% | +$83.8K | 0.04% | 221 |
|
|
2025
Q1 | $285K | Buy |
4,763
+2
| +0% | +$120 | 0.04% | 224 |
|
|
2024
Q4 | $304K | Buy |
+4,761
| New | +$304K | 0.04% | 217 |
|
|
2021
Q4 | – | Sell |
-1,855
| Closed | -$111K | – | 435 |
|
|
2021
Q3 | $111K | Buy |
+1,855
| New | +$111K | 0.02% | 262 |
|
|
2018
Q1 | – | Sell |
-3,880
| Closed | -$231K | – | 151 |
|
|
2017
Q4 | $231K | Buy |
3,880
+13
| +0.3% | +$774 | 0.12% | 126 |
|
|
2017
Q3 | $201K | Buy |
3,867
+6
| +0.2% | +$312 | 0.11% | 136 |
|
|
2017
Q2 | $214K | Sell |
3,861
-167
| -4% | -$9.26K | 0.12% | 133 |
|
|
2017
Q1 | $238K | Sell |
4,028
-786
| -16% | -$46.4K | 0.14% | 116 |
|
|
2016
Q4 | $298K | Sell |
4,814
-790
| -14% | -$48.9K | 0.18% | 99 |
|
|
2016
Q3 | $358K | Buy |
5,604
+2,374
| +73% | +$152K | 0.23% | 94 |
|
|
2016
Q2 | $231K | Sell |
3,230
-7
| -0.2% | -$501 | 0.16% | 109 |
|
|
2016
Q1 | $206K | Sell |
3,237
-540
| -14% | -$34.4K | 0.15% | 107 |
|
|
2015
Q4 | $218K | Sell |
3,777
-494
| -12% | -$28.5K | 0.18% | 98 |
|
|
2015
Q3 | $240K | Buy |
4,271
+7
| +0.2% | +$393 | 0.2% | 95 |
|
|
2015
Q2 | $238K | Buy |
4,264
+6
| +0.1% | +$335 | 0.18% | 101 |
|
|
2015
Q1 | $242K | Sell |
4,258
-6,048
| -59% | -$344K | 0.18% | 93 |
|
|
2014
Q4 | $550K | Buy |
10,306
+505
| +5% | +$27K | 0.42% | 60 |
|
|
2014
Q3 | $495K | Buy |
9,801
+5
| +0.1% | +$253 | 0.4% | 66 |
|
|
2014
Q2 | $515K | Buy |
9,796
+393
| +4% | +$20.7K | 0.4% | 60 |
|
|
2014
Q1 | $488K | Sell |
9,403
-854
| -8% | -$44.3K | 0.42% | 53 |
|
|
2013
Q4 | $512K | Buy |
+10,257
| New | +$512K | 0.44% | 58 |
|