Forza Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
12,028
+560
| +5% | +$29K | 0.26% | 91 |
|
|
2025
Q1 | $686K | Buy |
11,468
+100
| +0.9% | +$5.98K | 0.31% | 81 |
|
|
2024
Q4 | $725K | Buy |
11,368
+481
| +4% | +$30.7K | 0.33% | 77 |
|
|
2024
Q3 | $804K | Buy |
10,887
+1,030
| +10% | +$76.1K | 0.37% | 72 |
|
|
2024
Q2 | $624K | Buy |
9,857
+300
| +3% | +$19K | 0.32% | 84 |
|
|
2024
Q1 | $669K | Hold |
9,557
| – | – | 0.35% | 79 |
|
|
2023
Q4 | $623K | Sell |
9,557
-505
| -5% | -$32.9K | 0.34% | 82 |
|
|
2023
Q3 | $644K | Hold |
10,062
| – | – | 0.33% | 93 |
|
|
2023
Q2 | $772K | Hold |
10,062
| – | – | 0.39% | 83 |
|
|
2023
Q1 | $860K | Hold |
10,062
| – | – | 0.44% | 74 |
|
|
2022
Q4 | $844K | Buy |
+10,062
| New | +$844K | 0.56% | 53 |
|