Financial Synergies Wealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-262
| Closed | -$18.3K | – | 216 |
|
|
2024
Q1 | $18.3K | Hold |
262
| – | – | ﹤0.01% | 207 |
|
|
2023
Q4 | $22K | Hold |
262
| – | – | ﹤0.01% | 134 |
|
|
2023
Q3 | $16.8K | Hold |
262
| – | – | ﹤0.01% | 195 |
|
|
2023
Q2 | $20.1K | Sell |
262
-48
| -15% | -$3.68K | ﹤0.01% | 170 |
|
|
2023
Q1 | $26.5K | Buy |
310
+48
| +18% | +$4.1K | ﹤0.01% | 152 |
|
|
2022
Q4 | $22K | Buy |
262
+245
| +1,441% | +$20.5K | ﹤0.01% | 134 |
|
|
2022
Q3 | $1.3K | Hold |
17
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $1.28K | Buy |
+17
| New | +$1.28K | ﹤0.01% | 286 |
|