Crewe Advisors’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 | $608K | Buy |
11,731
+31
| +0.3% | +$1.61K | 0.09% | 79 |
|
|
2025
Q1 | $700K | Hold |
11,700
| – | – | 0.1% | 67 |
|
|
2024
Q4 | $746K | Sell |
11,700
-325
| -3% | -$20.7K | 0.1% | 62 |
|
|
2024
Q3 | $888K | Hold |
12,025
| – | – | 0.1% | 59 |
|
|
2024
Q2 | $761K | Hold |
12,025
| – | – | 0.09% | 78 |
|
|
2024
Q1 | $841K | Buy |
+12,025
| New | +$841K | 0.1% | 74 |
|
|
2023
Q3 | – | Sell |
-12,019
| Closed | -$922K | – | 714 |
|
|
2023
Q2 | $922K | Buy |
12,019
+9
| +0.1% | +$690 | 0.13% | 55 |
|
|
2023
Q1 | $1.03M | Buy |
12,010
+240
| +2% | +$20.5K | 0.15% | 52 |
|
|
2022
Q4 | $987K | Sell |
11,770
-247
| -2% | -$20.7K | 0.16% | 52 |
|
|
2022
Q3 | $921K | Buy |
12,017
+94
| +0.8% | +$7.2K | 0.17% | 47 |
|
|
2022
Q2 | $900K | Buy |
11,923
+223
| +2% | +$16.8K | 0.2% | 37 |
|
|
2022
Q1 | $792K | Buy |
+11,700
| New | +$792K | 0.15% | 37 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$1K | – | 468 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 427 |
|
|
2020
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 506 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$8K | – | 256 |
|
|
2019
Q2 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 220 |
|