Cyndeo 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 | $267K | Sell |
5,160
-25
| -0.5% | -$1.3K | 0.02% | 403 |
|
2025
Q1 | $310K | Sell |
5,185
-93,483
| -95% | -$5.59M | 0.02% | 361 |
|
2024
Q4 | $6.29M | Buy |
98,668
+7,016
| +8% | +$447K | 0.43% | 76 |
|
2024
Q3 | $6.77M | Buy |
91,652
+87,080
| +1,905% | +$6.43M | 0.47% | 63 |
|
2024
Q2 | $289K | Sell |
4,572
-91
| -2% | -$5.76K | 0.02% | 338 |
|
2024
Q1 | $326K | Buy |
4,663
+36
| +0.8% | +$2.52K | 0.03% | 315 |
|
2023
Q4 | $301K | Buy |
4,627
+20
| +0.4% | +$1.3K | 0.03% | 315 |
|
2023
Q3 | $295K | Sell |
4,607
-71
| -2% | -$4.54K | 0.03% | 279 |
|
2023
Q2 | $359K | Hold |
4,678
| – | – | 0.04% | 244 |
|
2023
Q1 | $400K | Sell |
4,678
-200
| -4% | -$17.1K | 0.04% | 237 |
|
2022
Q4 | $409K | Buy |
+4,878
| New | +$409K | 0.05% | 232 |
|