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