CA
Clearstead Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
8,012
+3,476
| +77% | +$180K | 0.01% | 658 |
|
|
2025
Q1 | $271K | Buy |
4,536
+260
| +6% | +$15.5K | ﹤0.01% | 738 |
|
|
2024
Q4 | $273K | Sell |
4,276
-115
| -3% | -$7.33K | ﹤0.01% | 758 |
|
|
2024
Q3 | $324K | Buy |
4,391
+82
| +2% | +$6.06K | 0.01% | 697 |
|
|
2024
Q2 | $273K | Buy |
4,309
+1,628
| +61% | +$103K | ﹤0.01% | 718 |
|
|
2024
Q1 | $189K | Sell |
2,681
-429
| -14% | -$30.3K | 0.01% | 477 |
|
|
2023
Q4 | $203K | Sell |
3,110
-3,811
| -55% | -$248K | 0.01% | 451 |
|
|
2023
Q3 | $443K | Buy |
6,921
+3,598
| +108% | +$230K | 0.01% | 427 |
|
|
2023
Q2 | $255K | Hold |
3,323
| – | – | 0.02% | 399 |
|
|
2023
Q1 | $284K | Sell |
3,323
-1,155
| -26% | -$98.7K | 0.02% | 346 |
|
|
2022
Q4 | $375K | Buy |
4,478
+1,553
| +53% | +$130K | 0.03% | 293 |
|
|
2022
Q3 | $224K | Sell |
2,925
-277
| -9% | -$21.2K | 0.02% | 350 |
|
|
2022
Q2 | $242K | Buy |
3,202
+109
| +4% | +$8.24K | 0.02% | 348 |
|
|
2022
Q1 | $209K | Buy |
3,093
+222
| +8% | +$15K | 0.01% | 398 |
|
|
2021
Q4 | $193K | Buy |
2,871
+190
| +7% | +$12.8K | 0.01% | 398 |
|
|
2021
Q3 | $160K | Sell |
2,681
-43
| -2% | -$2.57K | 0.01% | 402 |
|
|
2021
Q2 | $166K | Buy |
2,724
+237
| +10% | +$14.4K | 0.01% | 368 |
|
|
2021
Q1 | $153K | Sell |
2,487
-521
| -17% | -$32.1K | 0.01% | 366 |
|
|
2020
Q4 | $177K | Buy |
3,008
+321
| +12% | +$18.9K | 0.02% | 337 |
|
|
2020
Q3 | $166K | Hold |
2,687
| – | – | 0.02% | 299 |
|
|
2020
Q2 | $166K | Hold |
2,687
| – | – | 0.02% | 295 |
|
|
2020
Q1 | $142K | Buy |
+2,687
| New | +$142K | 0.02% | 278 |
|
|
2018
Q3 | – | Sell |
-4,873
| Closed | -$216K | – | 232 |
|
|
2018
Q2 | $216K | Buy |
4,873
+73
| +2% | +$3.24K | 0.03% | 212 |
|
|
2018
Q1 | $216K | Sell |
4,800
-1,065
| -18% | -$47.9K | 0.03% | 210 |
|
|
2017
Q4 | $348K | Sell |
5,865
-800
| -12% | -$47.5K | 0.05% | 167 |
|
|
2017
Q3 | $345K | Hold |
6,665
| – | – | 0.04% | 183 |
|
|
2017
Q2 | $369K | Buy |
6,665
+1,800
| +37% | +$99.7K | 0.05% | 166 |
|
|
2017
Q1 | $287K | Hold |
4,865
| – | – | 0.04% | 182 |
|
|
2016
Q4 | $301K | Buy |
+4,865
| New | +$301K | 0.05% | 167 |
|