Capital Asset Advisory Services’s General Mills GIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,062	Closed	-$451K	–	292
2024 Q4	$451K	Buy	7,062 +5	+0.1%	+$335	0.02%	193
2024 Q3	$512K	Sell	7,057 -1,453	-17%	-$101K	0.03%	181
2024 Q2	$533K	Buy	8,510 +263	+3%	+$18.1K	0.03%	178
2024 Q1	$576K	Buy	8,247 +16	+0.2%	+$1.04K	0.03%	177
2023 Q4	$536K	Buy	8,231 +1,557	+23%	+$101K	0.03%	187
2023 Q3	$419K	Buy	6,674 +40	+0.6%	+$2.83K	0.03%	213
2023 Q2	$498K	Sell	6,634 -1,778	-21%	-$152K	0.03%	207
2023 Q1	$719K	Buy	8,412 +50	+0.6%	+$3.99K	0.05%	156
2022 Q4	$701K	Buy	8,362 +137	+2%	+$11.2K	0.06%	164
2022 Q3	$630K	Buy	8,225 +1	+0%	+$76	0.08%	140
2022 Q2	$620K	Buy	8,224 +2	+0%	+$140	0.07%	200
2022 Q1	$557K	Sell	8,222 -44	-0.5%	-$2.95K	0.06%	234
2021 Q4	$557K	Sell	8,266 -693	-8%	-$44K	0.06%	233
2021 Q3	$536K	Sell	8,959 -393	-4%	-$23.2K	0.06%	246
2021 Q2	$570K	Sell	9,352 -191	-2%	-$11.8K	0.06%	230
2021 Q1	$585K	Sell	9,543 -640	-6%	-$36.9K	0.09%	217
2020 Q4	$599K	Sell	10,183 -4	-0%	-$242	0.11%	165
2020 Q3	$628K	Buy	+10,187	New	+$637K	0.13%	132