Chicago Partners Investment Group’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247K | Buy |
4,810
+391
| +9% | +$20K | 0.01% | 932 |
|
2025
Q1 | $241K | Sell |
4,419
-173
| -4% | -$9.42K | 0.01% | 784 |
|
2024
Q4 | $280K | Sell |
4,592
-949
| -17% | -$57.9K | 0.01% | 681 |
|
2024
Q3 | $380K | Buy |
5,541
+1,513
| +38% | +$104K | 0.01% | 562 |
|
2024
Q2 | $274K | Sell |
4,028
-931
| -19% | -$63.4K | 0.01% | 615 |
|
2024
Q1 | $351K | Buy |
4,959
+7
| +0.1% | +$496 | 0.01% | 531 |
|
2023
Q4 | $315K | Buy |
4,952
+576
| +13% | +$36.7K | 0.01% | 532 |
|
2023
Q3 | $277K | Sell |
4,376
-282
| -6% | -$17.8K | 0.01% | 533 |
|
2023
Q2 | $351K | Sell |
4,658
-488
| -9% | -$36.8K | 0.02% | 497 |
|
2023
Q1 | $451K | Buy |
5,146
+277
| +6% | +$24.3K | 0.03% | 411 |
|
2022
Q4 | $372K | Buy |
4,869
+26
| +0.5% | +$1.98K | 0.02% | 441 |
|
2022
Q3 | $384K | Buy |
4,843
+1,086
| +29% | +$86.1K | 0.03% | 398 |
|
2022
Q2 | $281K | Buy |
3,757
+25
| +0.7% | +$1.87K | 0.02% | 456 |
|
2022
Q1 | $252K | Buy |
3,732
+76
| +2% | +$5.13K | 0.02% | 455 |
|
2021
Q4 | $247K | Buy |
3,656
+82
| +2% | +$5.54K | 0.02% | 480 |
|
2021
Q3 | $225K | Buy |
3,574
+182
| +5% | +$11.5K | 0.02% | 514 |
|
2021
Q2 | $201K | Buy |
3,392
+19
| +0.6% | +$1.13K | 0.01% | 504 |
|
2021
Q1 | $204K | Buy |
+3,373
| New | +$204K | 0.02% | 486 |
|
2020
Q4 | – | Sell |
-3,355
| Closed | -$204K | – | 470 |
|
2020
Q3 | $204K | Sell |
3,355
-114
| -3% | -$6.93K | 0.02% | 383 |
|
2020
Q2 | $222K | Buy |
+3,469
| New | +$222K | 0.03% | 349 |
|
2018
Q4 | – | Sell |
-4,094
| Closed | -$181K | – | 557 |
|
2018
Q3 | $181K | Buy |
4,094
+500
| +14% | +$22.1K | 0.03% | 322 |
|
2018
Q2 | $159K | Hold |
3,594
| – | – | 0.02% | 316 |
|
2018
Q1 | $162K | Sell |
3,594
-500
| -12% | -$22.5K | 0.03% | 285 |
|
2017
Q4 | $243K | Sell |
4,094
-5,154
| -56% | -$306K | 0.04% | 238 |
|
2017
Q3 | $479K | Buy |
9,248
+2,628
| +40% | +$136K | 0.08% | 156 |
|
2017
Q2 | $402K | Sell |
6,620
-1,445
| -18% | -$87.7K | 0.1% | 128 |
|
2017
Q1 | $476K | Buy |
8,065
+5,065
| +169% | +$299K | 0.13% | 112 |
|
2016
Q4 | $185K | Hold |
3,000
| – | – | 0.07% | 176 |
|
2016
Q3 | $192K | Buy |
+3,000
| New | +$192K | 0.08% | 173 |
|
2016
Q1 | – | Sell |
-1,161
| Closed | -$67K | – | 462 |
|
2015
Q4 | $67K | Hold |
1,161
| – | – | 0.03% | 265 |
|
2015
Q3 | $65K | Buy |
+1,161
| New | +$65K | 0.04% | 211 |
|