EverSource Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
9,613
+1,369
| +17% | +$70.9K | 0.02% | 451 |
|
|
2025
Q1 | $493K | Sell |
8,244
-1,141
| -12% | -$68.2K | 0.03% | 385 |
|
|
2024
Q4 | $598K | Sell |
9,385
-111
| -1% | -$7.08K | 0.03% | 334 |
|
|
2024
Q3 | $701K | Buy |
9,496
+1,008
| +12% | +$74.4K | 0.04% | 277 |
|
|
2024
Q2 | $570K | Buy |
8,488
+1,098
| +15% | +$73.7K | 0.04% | 286 |
|
|
2024
Q1 | $521K | Buy |
7,390
+149
| +2% | +$10.5K | 0.04% | 262 |
|
|
2023
Q4 | $472K | Sell |
7,241
-481
| -6% | -$31.3K | 0.04% | 253 |
|
|
2023
Q3 | $494K | Sell |
7,722
-1,128
| -13% | -$72.2K | 0.05% | 230 |
|
|
2023
Q2 | $679K | Sell |
8,850
-52
| -0.6% | -$3.99K | 0.07% | 198 |
|
|
2023
Q1 | $761K | Buy |
8,902
+35
| +0.4% | +$2.99K | 0.09% | 165 |
|
|
2022
Q4 | $744K | Sell |
8,867
-1,244
| -12% | -$104K | 0.11% | 149 |
|
|
2022
Q3 | $776K | Buy |
10,111
+8,379
| +484% | +$643K | 0.18% | 110 |
|
|
2022
Q2 | $131K | Buy |
1,732
+618
| +55% | +$46.7K | 0.03% | 315 |
|
|
2022
Q1 | $75K | Buy |
1,114
+495
| +80% | +$33.3K | 0.02% | 403 |
|
|
2021
Q4 | $42K | Buy |
+619
| New | +$42K | 0.01% | 459 |
|