EP Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
38,973
-633
| -2% | -$32.8K | 0.01% | 415 |
|
|
2025
Q1 | $2.37M | Sell |
39,606
-1,291
| -3% | -$77.2K | 0.02% | 335 |
|
|
2024
Q4 | $2.61M | Sell |
40,897
-1,216
| -3% | -$77.5K | 0.02% | 313 |
|
|
2024
Q3 | $3.11M | Buy |
42,113
+20,484
| +95% | +$1.51M | 0.03% | 278 |
|
|
2024
Q2 | $1.37M | Buy |
21,629
+172
| +0.8% | +$10.9K | 0.01% | 336 |
|
|
2024
Q1 | $1.5M | Sell |
21,457
-411
| -2% | -$28.8K | 0.02% | 309 |
|
|
2023
Q4 | $1.42M | Buy |
21,868
+656
| +3% | +$42.7K | 0.02% | 309 |
|
|
2023
Q3 | $1.36M | Buy |
21,212
+13,285
| +168% | +$850K | 0.02% | 281 |
|
|
2023
Q2 | $1.68M | Buy |
7,927
+2,132
| +37% | +$451K | 0.02% | 269 |
|
|
2023
Q1 | $481K | Sell |
5,795
-17,616
| -75% | -$1.46M | 0.01% | 409 |
|
|
2022
Q4 | $1.96M | Buy |
23,411
+919
| +4% | +$77.1K | 0.04% | 223 |
|
|
2022
Q3 | $1.72M | Buy |
22,492
+3,245
| +17% | +$249K | 0.04% | 199 |
|
|
2022
Q2 | $1.45M | Sell |
19,247
-166
| -0.9% | -$12.5K | 0.03% | 220 |
|
|
2022
Q1 | $1.32M | Sell |
19,413
-639
| -3% | -$43.3K | 0.03% | 241 |
|
|
2021
Q4 | $1.35M | Sell |
20,052
-2,272
| -10% | -$153K | 0.03% | 224 |
|
|
2021
Q3 | $1.34M | Sell |
22,324
-19,017
| -46% | -$1.14M | 0.04% | 207 |
|
|
2021
Q2 | $2.52M | Sell |
41,341
-7,959
| -16% | -$485K | 0.07% | 160 |
|
|
2021
Q1 | $3.02M | Buy |
49,300
+37,488
| +317% | +$2.3M | 0.1% | 134 |
|
|
2020
Q4 | $695K | Sell |
11,812
-1,646
| -12% | -$96.8K | 0.02% | 221 |
|
|
2020
Q3 | $830K | Sell |
13,458
-1,756
| -12% | -$108K | 0.04% | 174 |
|
|
2020
Q2 | $938K | Sell |
15,214
-2,405
| -14% | -$148K | 0.04% | 181 |
|
|
2020
Q1 | $930K | Sell |
17,619
-303
| -2% | -$16K | 0.05% | 176 |
|
|
2019
Q4 | $960K | Sell |
17,922
-14
| -0.1% | -$750 | 0.04% | 198 |
|
|
2019
Q3 | $989K | Buy |
17,936
+181
| +1% | +$9.98K | 0.05% | 156 |
|
|
2019
Q2 | $932K | Buy |
17,755
+2,315
| +15% | +$122K | 0.06% | 138 |
|
|
2019
Q1 | $799K | Buy |
15,440
+597
| +4% | +$30.9K | 0.08% | 131 |
|
|
2018
Q4 | $578K | Sell |
14,843
-1,772
| -11% | -$69K | 0.04% | 168 |
|
|
2018
Q3 | $713K | Buy |
+16,615
| New | +$713K | 0.06% | 146 |
|