CIA
Concurrent Investment Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
17,001
+226
| +1% | +$11.7K | 0.02% | 632 |
|
|
2025
Q1 | $1M | Buy |
16,775
+1,470
| +10% | +$87.9K | 0.02% | 542 |
|
|
2024
Q4 | $976K | Sell |
15,305
-19,168
| -56% | -$1.22M | 0.03% | 488 |
|
|
2024
Q3 | $2.55M | Buy |
34,473
+17,833
| +107% | +$1.32M | 0.08% | 247 |
|
|
2024
Q2 | $1.05M | Buy |
16,640
+9,556
| +135% | +$605K | 0.03% | 415 |
|
|
2024
Q1 | $496K | Sell |
7,084
-939
| -12% | -$65.7K | 0.02% | 551 |
|
|
2023
Q4 | $523K | Buy |
+8,023
| New | +$523K | 0.02% | 484 |
|