EFS
Essex Financial Services’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
6,726
+619
| +10% | +$32.1K | 0.02% | 506 |
|
|
2025
Q1 | $365K | Sell |
6,107
-589
| -9% | -$35.2K | 0.03% | 450 |
|
|
2024
Q4 | $427K | Buy |
6,696
+9
| +0.1% | +$574 | 0.03% | 412 |
|
|
2024
Q3 | $462K | Sell |
6,687
-359
| -5% | -$24.8K | 0.03% | 394 |
|
|
2024
Q2 | $486K | Buy |
7,046
+3,908
| +125% | +$270K | 0.04% | 378 |
|
|
2024
Q1 | $220K | Buy |
+3,138
| New | +$220K | 0.02% | 487 |
|
|
2023
Q4 | – | Sell |
-8,054
| Closed | -$515K | – | 514 |
|
|
2023
Q3 | $515K | Buy |
8,054
+5,121
| +175% | +$328K | 0.06% | 274 |
|
|
2023
Q2 | $225K | Sell |
2,933
-4
| -0.1% | -$307 | 0.03% | 423 |
|
|
2023
Q1 | $251K | Sell |
2,937
-1,386
| -32% | -$118K | 0.03% | 416 |
|
|
2022
Q4 | $362K | Buy |
4,323
+36
| +0.8% | +$3.02K | 0.04% | 335 |
|
|
2022
Q3 | $328K | Buy |
4,287
+282
| +7% | +$21.6K | 0.04% | 325 |
|
|
2022
Q2 | $302K | Buy |
4,005
+28
| +0.7% | +$2.11K | 0.03% | 350 |
|
|
2022
Q1 | $269K | Buy |
3,977
+407
| +11% | +$27.5K | 0.03% | 408 |
|
|
2021
Q4 | $241K | Buy |
3,570
+153
| +4% | +$10.3K | 0.02% | 419 |
|
|
2021
Q3 | $204K | Sell |
3,417
-1,421
| -29% | -$84.8K | 0.02% | 442 |
|
|
2021
Q2 | $297K | Hold |
4,838
| – | – | 0.04% | 331 |
|
|
2021
Q1 | $297K | Sell |
4,838
-318
| -6% | -$19.5K | 0.05% | 271 |
|
|
2020
Q4 | $305K | Sell |
5,156
-309
| -6% | -$18.3K | 0.06% | 244 |
|
|
2020
Q3 | $337K | Buy |
5,465
+170
| +3% | +$10.5K | 0.08% | 211 |
|
|
2020
Q2 | $326K | Buy |
5,295
+254
| +5% | +$15.6K | 0.1% | 184 |
|
|
2020
Q1 | $266K | Sell |
5,041
-1,737
| -26% | -$91.7K | 0.09% | 196 |
|
|
2019
Q4 | $363K | Buy |
6,778
+443
| +7% | +$23.7K | 0.1% | 182 |
|
|
2019
Q3 | $349K | Buy |
6,335
+10
| +0.2% | +$551 | 0.11% | 169 |
|
|
2019
Q2 | $332K | Buy |
6,325
+406
| +7% | +$21.3K | 0.1% | 170 |
|
|
2019
Q1 | $306K | Sell |
5,919
-13,109
| -69% | -$678K | 0.09% | 170 |
|
|
2018
Q4 | $741K | Sell |
19,028
-1,196
| -6% | -$46.6K | 0.23% | 92 |
|
|
2018
Q3 | $868K | Buy |
20,224
+91
| +0.5% | +$3.91K | 0.19% | 106 |
|
|
2018
Q2 | $891K | Buy |
20,133
+21
| +0.1% | +$929 | 0.21% | 101 |
|
|
2018
Q1 | $906K | Sell |
20,112
-374
| -2% | -$16.8K | 0.18% | 125 |
|
|
2017
Q4 | $1.22M | Sell |
20,486
-1,228
| -6% | -$72.8K | 0.29% | 80 |
|
|
2017
Q3 | $1.12M | Buy |
21,714
+2,418
| +13% | +$125K | 0.28% | 83 |
|
|
2017
Q2 | $1.07M | Buy |
19,296
+39
| +0.2% | +$2.16K | 0.23% | 110 |
|
|
2017
Q1 | $1.14M | Buy |
19,257
+893
| +5% | +$52.7K | 0.26% | 96 |
|
|
2016
Q4 | $1.13M | Sell |
18,364
-501
| -3% | -$30.9K | 0.24% | 101 |
|
|
2016
Q3 | $1.21M | Buy |
18,865
+252
| +1% | +$16.1K | 0.29% | 93 |
|
|
2016
Q2 | $1.33M | Sell |
18,613
-41
| -0.2% | -$2.93K | 0.32% | 81 |
|
|
2016
Q1 | $1.18M | Sell |
18,654
-485
| -3% | -$30.7K | 0.29% | 86 |
|
|
2015
Q4 | $1.1M | Buy |
19,139
+95
| +0.5% | +$5.48K | 0.27% | 92 |
|
|
2015
Q3 | $1.07M | Buy |
19,044
+604
| +3% | +$33.9K | 0.28% | 89 |
|
|
2015
Q2 | $1.03M | Sell |
18,440
-540
| -3% | -$30.1K | 0.26% | 97 |
|
|
2015
Q1 | $1.07M | Buy |
18,980
+700
| +4% | +$39.6K | 0.28% | 96 |
|
|
2014
Q4 | $975K | Sell |
18,280
-850
| -4% | -$45.3K | 0.25% | 95 |
|
|
2014
Q3 | $965K | Hold |
19,130
| – | – | 0.29% | 83 |
|
|
2014
Q2 | $1.01M | Buy |
19,130
+150
| +0.8% | +$7.88K | 0.3% | 82 |
|
|
2014
Q1 | $984K | Sell |
18,980
-2,092
| -10% | -$108K | 0.32% | 77 |
|
|
2013
Q4 | $1.05M | Buy |
21,072
+580
| +3% | +$29K | 0.36% | 71 |
|
|
2013
Q3 | $982 | Buy |
20,492
+400
| +2% | +$19 | 0.31% | 70 |
|
|
2013
Q2 | $975K | Buy |
+20,092
| New | +$975K | 0.34% | 69 |
|