Congress Wealth Management’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 | $1.99M | Buy |
38,314
+7,919
| +26% | +$410K | 0.02% | 559 |
|
|
2025
Q1 | $1.81M | Buy |
30,395
+4,445
| +17% | +$265K | 0.02% | 514 |
|
|
2024
Q4 | $1.65M | Sell |
25,950
-10,103
| -28% | -$644K | 0.02% | 437 |
|
|
2024
Q3 | $2.66M | Buy |
36,053
+21,903
| +155% | +$1.62M | 0.04% | 379 |
|
|
2024
Q2 | $895K | Buy |
+14,150
| New | +$895K | 0.01% | 447 |
|
|
2024
Q1 | – | Sell |
-3,863
| Closed | -$252K | – | 602 |
|
|
2023
Q4 | $252K | Buy |
3,863
+710
| +23% | +$46.3K | ﹤0.01% | 558 |
|
|
2023
Q3 | $202K | Sell |
3,153
-720
| -19% | -$46.1K | ﹤0.01% | 585 |
|
|
2023
Q2 | $297K | Buy |
3,873
+501
| +15% | +$38.4K | 0.01% | 484 |
|
|
2023
Q1 | $288K | Buy |
3,372
+17
| +0.5% | +$1.45K | 0.01% | 488 |
|
|
2022
Q4 | $281K | Sell |
3,355
-77
| -2% | -$6.46K | 0.01% | 492 |
|
|
2022
Q3 | $263K | Sell |
3,432
-138
| -4% | -$10.6K | 0.01% | 488 |
|
|
2022
Q2 | $270K | Buy |
3,570
+191
| +6% | +$14.4K | 0.01% | 492 |
|
|
2022
Q1 | $229K | Buy |
+3,379
| New | +$229K | 0.01% | 561 |
|