CSIA
Carl Stuart Investment Advisor’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,171
| Closed | -$202K | – | 17 |
|
|
2024
Q4 | $202K | Buy |
3,171
+100
| +3% | +$6.38K | 0.11% | 19 |
|
|
2024
Q3 | $227K | Buy |
+3,071
| New | +$227K | 0.13% | 15 |
|
|
2024
Q2 | – | Sell |
-3,071
| Closed | -$215K | – | 16 |
|
|
2024
Q1 | $215K | Hold |
3,071
| – | – | 0.14% | 13 |
|
|
2023
Q4 | $200K | Buy |
+3,071
| New | +$200K | 0.13% | 31 |
|
|
2023
Q3 | – | Sell |
-3,071
| Closed | -$236K | – | 23 |
|
|
2023
Q2 | $236K | Buy |
+3,071
| New | +$236K | 0.18% | 19 |
|
|
2023
Q1 | – | Sell |
-3,071
| Closed | -$258K | – | 44 |
|
|
2022
Q4 | $258K | Hold |
3,071
| – | – | 0.24% | 18 |
|
|
2022
Q3 | $239K | Hold |
3,071
| – | – | 0.21% | 19 |
|
|
2022
Q2 | $232K | Hold |
3,071
| – | – | 0.2% | 19 |
|
|
2022
Q1 | $2.08M | Hold |
3,071
| – | – | 0.15% | 25 |
|
|
2021
Q4 | $207K | Buy |
+3,071
| New | +$207K | 0.15% | 26 |
|