Concord Wealth Partners’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 | $21.4K | Buy |
414
+139
| +51% | +$7.2K | ﹤0.01% | 453 |
|
|
2025
Q1 | $16.4K | Sell |
275
-25
| -8% | -$1.5K | ﹤0.01% | 455 |
|
|
2024
Q4 | $19.1K | Hold |
300
| – | – | ﹤0.01% | 460 |
|
|
2024
Q3 | $22.2K | Hold |
300
| – | – | ﹤0.01% | 457 |
|
|
2024
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 481 |
|
|
2023
Q4 | $19.5K | Sell |
300
-46
| -13% | -$3K | ﹤0.01% | 479 |
|
|
2023
Q3 | $22.1K | Hold |
346
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $26.5K | Hold |
346
| – | – | 0.01% | 462 |
|
|
2023
Q1 | $29.6K | Sell |
346
-61
| -15% | -$5.21K | 0.01% | 428 |
|
|
2022
Q4 | $34.2K | Buy |
+407
| New | +$34.2K | 0.01% | 438 |
|
|
2022
Q3 | – | Sell |
-424
| Closed | -$32K | – | 536 |
|
|
2022
Q2 | $32K | Sell |
424
-531
| -56% | -$40.1K | 0.01% | 444 |
|
|
2022
Q1 | $65K | Buy |
955
+1
| +0.1% | +$68 | 0.02% | 383 |
|
|
2021
Q4 | $64K | Buy |
954
+70
| +8% | +$4.7K | 0.02% | 408 |
|
|
2021
Q3 | $53K | Sell |
884
-18
| -2% | -$1.08K | 0.02% | 211 |
|
|
2021
Q2 | $55K | Sell |
902
-125
| -12% | -$7.62K | 0.02% | 340 |
|
|
2021
Q1 | $63K | Buy |
1,027
+87
| +9% | +$5.34K | 0.02% | 295 |
|
|
2020
Q4 | $55K | Buy |
+940
| New | +$55K | 0.04% | 193 |
|