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FVWA
Foster Victor Wealth Advisors’s
General Mills
GIS
Stock Holding History
Foster Victor Wealth Advisors’s Portfolio
GIS Stock Details
GIS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-54,532
Closed
-$4.22M
–
164
2023
Q2
$4.22M
Buy
54,532
+408
+0.8%
+$34.9K
0.47%
75
2023
Q1
$4.66M
Buy
54,124
+2,992
+6%
+$239K
0.56%
64
2022
Q4
$4.4M
Buy
51,132
+2,171
+4%
+$177K
0.56%
64
2022
Q3
$3.67M
Sell
48,961
-1,795
-4%
-$137K
0.54%
66
2022
Q2
$3.87M
Buy
50,756
+39
+0.1%
+$2.73K
0.58%
63
2022
Q1
$3.54M
Buy
50,717
+6,539
+15%
+$439K
0.48%
67
2021
Q4
$3.02M
Buy
44,178
+3,317
+8%
+$211K
0.41%
72
2021
Q3
$2.44M
Buy
40,861
+3,655
+10%
+$216K
0.39%
74
2021
Q2
$2.27M
Buy
37,206
+4,208
+13%
+$260K
0.38%
78
2021
Q1
$2M
Buy
32,998
+6,179
+23%
+$357K
0.37%
74
2020
Q4
$1.58M
Buy
26,819
+2,210
+9%
+$134K
0.36%
69
2020
Q3
$1.52M
Buy
24,609
+4,455
+22%
+$278K
0.41%
58
2020
Q2
$1.24M
Buy
20,154
+1,824
+10%
+$110K
0.41%
57
2020
Q1
$1.1M
Sell
18,330
-1,415
-7%
-$74.7K
0.48%
56
2019
Q4
$1.05M
Buy
19,745
+3,879
+24%
+$204K
0.45%
57
2019
Q3
$865K
Buy
15,866
+6,466
+69%
+$348K
0.48%
50
2019
Q2
$508K
Sell
9,400
-2,490
-21%
-$129K
0.37%
54
2019
Q1
$615K
Buy
11,890
+1,080
+10%
+$48.9K
0.48%
47
2018
Q4
$421K
Buy
+10,810
New
+$457K
0.4%
46
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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