CFA
Capstone Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
21,478
| – | – | 0.06% | 59 |
|
|
2025
Q1 | $1.28M | Hold |
21,478
| – | – | 0.08% | 54 |
|
|
2024
Q4 | $1.37M | Hold |
21,478
| – | – | 0.08% | 48 |
|
|
2024
Q3 | $1.59M | Buy |
21,478
+9
| +0% | +$665 | 0.1% | 44 |
|
|
2024
Q2 | $1.36M | Hold |
21,469
| – | – | 0.09% | 44 |
|
|
2024
Q1 | $1.5M | Sell |
21,469
-350
| -2% | -$24.5K | 0.1% | 42 |
|
|
2023
Q4 | $1.42M | Sell |
21,819
-975
| -4% | -$63.5K | 0.1% | 40 |
|
|
2023
Q3 | $1.46M | Sell |
22,794
-24
| -0.1% | -$1.54K | 0.12% | 41 |
|
|
2023
Q2 | $1.75M | Sell |
22,818
-29
| -0.1% | -$2.22K | 0.13% | 40 |
|
|
2023
Q1 | $1.95M | Hold |
22,847
| – | – | 0.15% | 38 |
|
|
2022
Q4 | $1.92M | Sell |
22,847
-1,125
| -5% | -$94.3K | 0.16% | 36 |
|
|
2022
Q3 | $1.84M | Hold |
23,972
| – | – | 0.17% | 37 |
|
|
2022
Q2 | $1.81M | Hold |
23,972
| – | – | 0.15% | 38 |
|
|
2022
Q1 | $1.62M | Hold |
23,972
| – | – | 0.12% | 40 |
|
|
2021
Q4 | $1.62M | Hold |
23,972
| – | – | 0.12% | 37 |
|
|
2021
Q3 | $1.43M | Hold |
23,972
| – | – | 0.11% | 36 |
|
|
2021
Q2 | $1.46M | Buy |
23,972
+16
| +0.1% | +$975 | 0.12% | 34 |
|
|
2021
Q1 | $1.47M | Buy |
+23,956
| New | +$1.47M | 0.13% | 29 |
|