Foundations Investment Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
20,861
+1,792
| +9% | +$92.8K | 0.02% | 419 |
|
|
2025
Q1 | $1.14M | Sell |
19,069
-8
| -0% | -$478 | 0.02% | 377 |
|
|
2024
Q4 | $1.22M | Buy |
19,077
+3,956
| +26% | +$252K | 0.02% | 368 |
|
|
2024
Q3 | $1.12M | Buy |
15,121
+3,303
| +28% | +$244K | 0.02% | 346 |
|
|
2024
Q2 | $748K | Buy |
11,818
+456
| +4% | +$28.8K | 0.02% | 406 |
|
|
2024
Q1 | $795K | Buy |
11,362
+318
| +3% | +$22.3K | 0.02% | 363 |
|
|
2023
Q4 | $716K | Buy |
11,044
+2,071
| +23% | +$134K | 0.02% | 363 |
|
|
2023
Q3 | $574K | Buy |
8,973
+1,204
| +15% | +$77K | 0.02% | 364 |
|
|
2023
Q2 | $596K | Sell |
7,769
-2,239
| -22% | -$172K | 0.02% | 333 |
|
|
2023
Q1 | $855K | Buy |
10,008
+1,687
| +20% | +$144K | 0.03% | 259 |
|
|
2022
Q4 | $698K | Buy |
8,321
+1,401
| +20% | +$117K | 0.03% | 239 |
|
|
2022
Q3 | $530K | Buy |
6,920
+85
| +1% | +$6.51K | 0.02% | 233 |
|
|
2022
Q2 | $521K | Sell |
6,835
-2,051
| -23% | -$156K | 0.02% | 219 |
|
|
2022
Q1 | $630K | Buy |
8,886
+223
| +3% | +$15.8K | 0.02% | 168 |
|
|
2021
Q4 | $592K | Buy |
8,663
+1,220
| +16% | +$83.4K | 0.02% | 180 |
|
|
2021
Q3 | $458K | Buy |
7,443
+238
| +3% | +$14.6K | 0.02% | 195 |
|
|
2021
Q2 | $430K | Buy |
7,205
+1,161
| +19% | +$69.3K | 0.02% | 184 |
|
|
2021
Q1 | $371K | Buy |
6,044
+243
| +4% | +$14.9K | 0.02% | 157 |
|
|
2020
Q4 | $327K | Sell |
5,801
-4,503
| -44% | -$254K | 0.02% | 136 |
|
|
2020
Q3 | $644K | Sell |
10,304
-4,851
| -32% | -$303K | 0.14% | 92 |
|
|
2020
Q2 | $932K | Sell |
15,155
-1,159
| -7% | -$71.3K | 0.08% | 80 |
|
|
2020
Q1 | $867K | Sell |
16,314
-13,736
| -46% | -$730K | 0.1% | 54 |
|
|
2019
Q4 | $1.58M | Buy |
30,050
+225
| +0.8% | +$11.8K | 0.19% | 44 |
|
|
2019
Q3 | $1.59M | Buy |
29,825
+4,718
| +19% | +$252K | 0.21% | 41 |
|
|
2019
Q2 | $1.36M | Buy |
25,107
+4,737
| +23% | +$257K | 0.2% | 40 |
|
|
2019
Q1 | $1.05M | Buy |
20,370
+592
| +3% | +$30.6K | 0.18% | 34 |
|
|
2018
Q4 | $882K | Buy |
19,778
+2,494
| +14% | +$111K | 0.19% | 31 |
|
|
2018
Q3 | $742K | Buy |
17,284
+3,416
| +25% | +$147K | 0.18% | 51 |
|
|
2018
Q2 | $614K | Buy |
+13,868
| New | +$614K | 0.16% | 51 |
|