
CastleKeep Investment Advisors’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Sell |
19,568
-998
| -5% | -$51.7K | 0.5% | 73 |
|
2025
Q1 | $1.23M | Buy |
20,566
+1,863
| +10% | +$111K | 0.63% | 57 |
|
2024
Q4 | $1.19M | Buy |
18,703
+1,541
| +9% | +$98.3K | 0.84% | 49 |
|
2024
Q3 | $1.27M | Buy |
17,162
+1,100
| +7% | +$81.2K | 0.87% | 27 |
|
2024
Q2 | $1.02M | Sell |
16,062
-48
| -0.3% | -$3.04K | 0.78% | 35 |
|
2024
Q1 | $1.13M | Sell |
16,110
-905
| -5% | -$63.3K | 0.81% | 30 |
|
2023
Q4 | $1.11M | Buy |
+17,015
| New | +$1.11M | 0.79% | 39 |
|