Charter Oak Capital Management’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
Q3
$234K Buy
2025
Q2
$240K Sell
2025
Q1
$280K Buy
2024
Q4
$298K Buy
2024
Q3
$344K Buy
2024
Q2
$291K Hold
2024
Q1
$322K Hold
2023
Q4
$300K Sell
2023
Q3
$299K Hold
2023
Q2
$358K Hold
2023
Q1
$399K Hold
2022
Q4
$391K Hold
2022
Q3
$357K Sell
2022
Q2
$355K Hold
2022
Q1
$318K Hold
2021
Q4
$317K Hold
2021
Q3
$281K Hold
2021
Q2
$286K Hold
2021
Q1
$288K Sell
2020
Q4
$278K Buy