Crestwood Advisors Group’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 | $331K | Buy |
6,398
+826
| +15% | +$42.8K | 0.01% | 417 |
|
|
2025
Q1 | $333K | Sell |
5,572
-226
| -4% | -$13.5K | 0.01% | 400 |
|
|
2024
Q4 | $370K | Buy |
5,798
+760
| +15% | +$48.5K | 0.01% | 347 |
|
|
2024
Q3 | $372K | Buy |
5,038
+258
| +5% | +$19.1K | 0.01% | 339 |
|
|
2024
Q2 | $302K | Buy |
4,780
+85
| +2% | +$5.38K | 0.01% | 347 |
|
|
2024
Q1 | $329K | Buy |
4,695
+71
| +2% | +$4.97K | 0.01% | 336 |
|
|
2023
Q4 | $301K | Buy |
4,624
+16
| +0.3% | +$1.04K | 0.01% | 328 |
|
|
2023
Q3 | $295K | Sell |
4,608
-1,885
| -29% | -$121K | 0.01% | 295 |
|
|
2023
Q2 | $498K | Sell |
6,493
-467
| -7% | -$35.8K | 0.02% | 182 |
|
|
2023
Q1 | $595K | Buy |
6,960
+10
| +0.1% | +$855 | 0.02% | 176 |
|
|
2022
Q4 | $583K | Buy |
6,950
+1,384
| +25% | +$116K | 0.02% | 174 |
|
|
2022
Q3 | $426K | Buy |
5,566
+1,000
| +22% | +$76.5K | 0.02% | 202 |
|
|
2022
Q2 | $345K | Sell |
4,566
-10
| -0.2% | -$756 | 0.01% | 212 |
|
|
2022
Q1 | $310K | Buy |
4,576
+10
| +0.2% | +$677 | 0.01% | 239 |
|
|
2021
Q4 | $308K | Hold |
4,566
| – | – | 0.01% | 250 |
|
|
2021
Q3 | $273K | Hold |
4,566
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $278K | Sell |
4,566
-14
| -0.3% | -$852 | 0.01% | 234 |
|
|
2021
Q1 | $281K | Sell |
4,580
-153
| -3% | -$9.39K | 0.01% | 222 |
|
|
2020
Q4 | $278K | Buy |
4,733
+167
| +4% | +$9.81K | 0.01% | 222 |
|
|
2020
Q3 | $282K | Hold |
4,566
| – | – | 0.01% | 200 |
|
|
2020
Q2 | $281K | Sell |
4,566
-18
| -0.4% | -$1.11K | 0.01% | 199 |
|
|
2020
Q1 | $242K | Buy |
4,584
+18
| +0.4% | +$950 | 0.01% | 197 |
|
|
2019
Q4 | $245K | Hold |
4,566
| – | – | 0.01% | 229 |
|
|
2019
Q3 | $252K | Sell |
4,566
-75
| -2% | -$4.14K | 0.01% | 218 |
|
|
2019
Q2 | $244K | Sell |
4,641
-335
| -7% | -$17.6K | 0.01% | 214 |
|
|
2019
Q1 | $258K | Buy |
+4,976
| New | +$258K | 0.02% | 144 |
|
|
2018
Q4 | – | Sell |
-4,976
| Closed | -$214K | – | 171 |
|
|
2018
Q3 | $214K | Hold |
4,976
| – | – | 0.02% | 158 |
|
|
2018
Q2 | $226K | Sell |
4,976
-90
| -2% | -$4.09K | 0.02% | 154 |
|
|
2018
Q1 | $228K | Hold |
5,066
| – | – | 0.02% | 153 |
|
|
2017
Q4 | $300K | Hold |
5,066
| – | – | 0.02% | 140 |
|
|
2017
Q3 | $262K | Hold |
5,066
| – | – | 0.02% | 128 |
|
|
2017
Q2 | $280K | Hold |
5,066
| – | – | 0.02% | 120 |
|
|
2017
Q1 | $283K | Sell |
5,066
-490
| -9% | -$27.4K | 0.03% | 117 |
|
|
2016
Q4 | $343K | Sell |
5,556
-70
| -1% | -$4.32K | 0.03% | 113 |
|
|
2016
Q3 | $359K | Hold |
5,626
| – | – | 0.04% | 91 |
|
|
2016
Q2 | $401K | Hold |
5,626
| – | – | 0.05% | 90 |
|
|
2016
Q1 | $356K | Sell |
5,626
-300
| -5% | -$19K | 0.04% | 104 |
|
|
2015
Q4 | $342K | Sell |
5,926
-781
| -12% | -$45.1K | 0.04% | 109 |
|
|
2015
Q3 | $376K | Buy |
6,707
+847
| +14% | +$47.5K | 0.05% | 96 |
|
|
2015
Q2 | $327K | Hold |
5,860
| – | – | 0.04% | 113 |
|
|
2015
Q1 | $332K | Hold |
5,860
| – | – | 0.05% | 100 |
|
|
2014
Q4 | $313K | Sell |
5,860
-500
| -8% | -$26.7K | 0.05% | 99 |
|
|
2014
Q3 | $321K | Hold |
6,360
| – | – | 0.05% | 91 |
|
|
2014
Q2 | $334K | Sell |
6,360
-125
| -2% | -$6.56K | 0.05% | 88 |
|
|
2014
Q1 | $336K | Hold |
6,485
| – | – | 0.05% | 93 |
|
|
2013
Q4 | $324K | Buy |
6,485
+110
| +2% | +$5.5K | 0.05% | 96 |
|
|
2013
Q3 | $305K | Sell |
6,375
-500
| -7% | -$23.9K | 0.05% | 95 |
|
|
2013
Q2 | $334K | Buy |
+6,875
| New | +$334K | 0.06% | 92 |
|