Caldwell Trust’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Hold |
3,557
|
|
||||
|
2025
Q1 | $213K | Sell |
3,557
-650
|
|
||||
|
2024
Q4 | $268K | Sell |
4,207
-25
|
|
||||
|
2024
Q3 | $313K | Buy |
4,232
+402
|
|
||||
|
2024
Q2 | $242K | Hold |
3,830
|
|
||||
|
2024
Q1 | $268K | Sell |
3,830
-500
|
|
||||
|
2023
Q4 | $282K | Sell |
4,330
-69
|
|
||||
|
2023
Q3 | $281K | Sell |
4,399
-350
|
|
||||
|
2023
Q2 | $364K | Hold |
4,749
|
|
||||
|
2023
Q1 | $406K | Hold |
4,749
|
|
||||
|
2022
Q4 | $398K | Buy |
4,749
+350
|
|
||||
|
2022
Q3 | $337K | Sell |
4,399
-85
|
|
||||
|
2022
Q2 | $338K | Sell |
4,484
-280
|
|
||||
|
2022
Q1 | $323K | Sell |
4,764
-169
|
|
||||
|
2021
Q4 | $332K | Sell |
4,933
-115
|
|
||||
|
2021
Q3 | $302K | Sell |
5,048
-280
|
|
||||
|
2021
Q2 | $325K | Hold |
5,328
|
|
||||
|
2021
Q1 | $327K | Hold |
5,328
|
|
||||
|
2020
Q4 | $313K | Buy |
5,328
+240
|
|
||||
|
2020
Q3 | $314K | Buy |
5,088
+169
|
|
||||
|
2020
Q2 | $303K | Sell |
4,919
-707
|
|
||||
|
2020
Q1 | $297K | Hold |
5,626
|
|
||||
|
2019
Q4 | $301K | Buy |
+5,626
|
|