Claro Advisors’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
Q1 | – | Sell |
-4,532
| Closed | -$289K | – | 522 |
|
|
2024
Q4 | $289K | Sell |
4,532
-1,369
| -23% | -$91.8K | 0.04% | 368 |
|
|
2024
Q3 | $436K | Buy |
5,901
+1,825
| +45% | +$126K | 0.06% | 289 |
|
|
2024
Q2 | $258K | Buy |
4,076
+263
| +7% | +$18.1K | 0.04% | 352 |
|
|
2024
Q1 | $267K | Buy |
3,813
+204
| +6% | +$13.3K | 0.05% | 346 |
|
|
2023
Q4 | $235K | Sell |
3,609
-1,621
| -31% | -$105K | 0.05% | 341 |
|
|
2023
Q3 | $335K | Buy |
5,230
+206
| +4% | +$14.6K | 0.08% | 256 |
|
|
2023
Q2 | $385K | Sell |
5,024
-249
| -5% | -$21.3K | 0.1% | 230 |
|
|
2023
Q1 | $451K | Buy |
5,273
+361
| +7% | +$28.8K | 0.13% | 194 |
|
|
2022
Q4 | $412K | Buy |
4,912
+1,728
| +54% | +$141K | 0.13% | 190 |
|
|
2022
Q3 | $240K | Hold |
3,184
| – | – | 0.1% | 225 |
|
|
2022
Q2 | $240K | Buy |
3,184
+136
| +4% | +$9.53K | 0.1% | 225 |
|
|
2022
Q1 | $205K | Hold |
3,048
| – | – | 0.07% | 261 |
|
|
2021
Q4 | $205K | Buy |
+3,048
| New | +$194K | 0.07% | 261 |
|
|
2020
Q4 | – | Sell |
-4,246
| Closed | -$262K | – | 214 |
|
|
2020
Q3 | $262K | Sell |
4,246
-10
| -0.2% | -$625 | 0.17% | 152 |
|
|
2020
Q2 | $262K | Buy |
4,256
+15
| +0.4% | +$905 | 0.18% | 143 |
|
|
2020
Q1 | $224K | Buy |
4,241
+141
| +3% | +$7.45K | 0.21% | 140 |
|
|
2019
Q4 | $220K | Buy |
4,100
+33
| +0.8% | +$1.74K | 0.17% | 150 |
|
|
2019
Q3 | $224K | Sell |
4,067
-3
| -0.1% | -$162 | 0.2% | 139 |
|
|
2019
Q2 | $214K | Sell |
4,070
-2,097
| -34% | -$108K | 0.2% | 145 |
|
|
2019
Q1 | $319K | Buy |
6,167
+2,207
| +56% | +$100K | 0.32% | 102 |
|
|
2018
Q4 | $170K | Buy |
+3,960
| New | +$167K | 0.14% | 153 |
|
Other funds holding GIS
