Dynamic Advisor Solutions’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,402
| Closed | -$203K | – | 906 |
|
|
2025
Q1 | $203K | Sell |
3,402
-68,252
| -95% | -$4.08M | 0.01% | 807 |
|
|
2024
Q4 | $4.57M | Buy |
71,654
+1,072
| +2% | +$68.4K | 0.2% | 125 |
|
|
2024
Q3 | $5.21M | Sell |
70,582
-228
| -0.3% | -$16.8K | 0.16% | 163 |
|
|
2024
Q2 | $4.48M | Buy |
70,810
+525
| +0.7% | +$33.2K | 0.14% | 180 |
|
|
2024
Q1 | $4.92M | Buy |
70,285
+10,991
| +19% | +$769K | 0.17% | 166 |
|
|
2023
Q4 | $3.85M | Buy |
59,294
+53,487
| +921% | +$3.48M | 0.14% | 193 |
|
|
2023
Q3 | $372K | Sell |
5,807
-8,922
| -61% | -$571K | 0.02% | 601 |
|
|
2023
Q2 | $1.13M | Buy |
14,729
+856
| +6% | +$65.7K | 0.06% | 312 |
|
|
2023
Q1 | $1.19M | Buy |
13,873
+1,473
| +12% | +$126K | 0.07% | 286 |
|
|
2022
Q4 | $1.04M | Buy |
12,400
+7,430
| +149% | +$623K | 0.07% | 276 |
|
|
2022
Q3 | $381K | Buy |
4,970
+174
| +4% | +$13.3K | 0.03% | 461 |
|
|
2022
Q2 | $362K | Sell |
4,796
-588
| -11% | -$44.4K | 0.03% | 482 |
|
|
2022
Q1 | $365K | Buy |
5,384
+2,063
| +62% | +$140K | 0.03% | 506 |
|
|
2021
Q4 | $224K | Buy |
+3,321
| New | +$224K | 0.02% | 652 |
|
|
2021
Q2 | – | Sell |
-8,001
| Closed | -$491K | – | 731 |
|
|
2021
Q1 | $491K | Sell |
8,001
-4,426
| -36% | -$272K | 0.05% | 395 |
|
|
2020
Q4 | $731K | Buy |
12,427
+520
| +4% | +$30.6K | 0.07% | 290 |
|
|
2020
Q3 | $734K | Buy |
11,907
+2,196
| +23% | +$135K | 0.08% | 252 |
|
|
2020
Q2 | $599K | Sell |
9,711
-159
| -2% | -$9.81K | 0.08% | 251 |
|
|
2020
Q1 | $521K | Sell |
9,870
-27
| -0.3% | -$1.43K | 0.1% | 235 |
|
|
2019
Q4 | $530K | Buy |
9,897
+795
| +9% | +$42.6K | 0.07% | 300 |
|
|
2019
Q3 | $502K | Buy |
9,102
+270
| +3% | +$14.9K | 0.08% | 274 |
|
|
2019
Q2 | $464K | Sell |
8,832
-4,230
| -32% | -$222K | 0.07% | 274 |
|
|
2019
Q1 | $676K | Buy |
13,062
+6,900
| +112% | +$357K | 0.13% | 183 |
|
|
2018
Q4 | $267K | Sell |
6,162
-34,157
| -85% | -$1.48M | 0.06% | 304 |
|
|
2018
Q3 | $1.73M | Sell |
40,319
-4,929
| -11% | -$211K | 0.36% | 89 |
|
|
2018
Q2 | $2M | Sell |
45,248
-1,272
| -3% | -$56.3K | 0.45% | 61 |
|
|
2018
Q1 | $2.1M | Buy |
46,520
+33,953
| +270% | +$1.53M | 0.54% | 45 |
|
|
2017
Q4 | $745K | Sell |
12,567
-4,464
| -26% | -$265K | 0.24% | 124 |
|
|
2017
Q3 | $882K | Buy |
17,031
+97
| +0.6% | +$5.02K | 0.35% | 95 |
|
|
2017
Q2 | $938K | Buy |
+16,934
| New | +$938K | 0.36% | 86 |
|
|
2016
Q4 | – | Sell |
-9,157
| Closed | -$585K | – | 222 |
|
|
2016
Q3 | $585K | Buy |
9,157
+4
| +0% | +$256 | 0.22% | 129 |
|
|
2016
Q2 | $653K | Sell |
9,153
-301
| -3% | -$21.5K | 0.26% | 103 |
|
|
2016
Q1 | $599K | Hold |
9,454
| – | – | 0.25% | 100 |
|
|
2015
Q4 | $545K | Buy |
9,454
+224
| +2% | +$12.9K | 0.23% | 113 |
|
|
2015
Q3 | $518K | Buy |
+9,230
| New | +$518K | 0.26% | 96 |
|