Exencial Wealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $922K | Buy |
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|
2025
Q2 | $851K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $3.23M | Sell |
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|
2022
Q4 | $3.56M | Sell |
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|
2022
Q3 | $3.55M | Sell |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $3.43M | Buy |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $2.76M | Sell |
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|
2021
Q2 | $2.83M | Buy |
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|
2021
Q1 | $2.63M | Sell |
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|
2020
Q4 | $2.65M | Sell |
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|
2020
Q3 | $5.81M | Buy |
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|
2020
Q2 | $3M | Buy |
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