FRG Family 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
Q4 | – | Sell |
-4,384
| Closed | -$221K | – | 163 |
|
|
2025
Q3 | $221K | Hold |
4,384
| – | – | 0.04% | 152 |
|
|
2025
Q2 | $227K | Hold |
4,384
| – | – | 0.04% | 147 |
|
|
2025
Q1 | $262K | Hold |
4,384
| – | – | 0.05% | 136 |
|
|
2024
Q4 | $280K | Hold |
4,384
| – | – | 0.05% | 135 |
|
|
2024
Q3 | $324K | Hold |
4,384
| – | – | 0.06% | 124 |
|
|
2024
Q2 | $298K | Hold |
4,384
| – | – | 0.06% | 122 |
|
|
2024
Q1 | $309K | Hold |
4,384
| – | – | 0.06% | 119 |
|
|
2023
Q4 | $286K | Hold |
4,384
| – | – | 0.06% | 124 |
|
|
2023
Q3 | $281K | Sell |
4,384
-100
| -2% | -$7.07K | 0.06% | 122 |
|
|
2023
Q2 | $344K | Buy |
4,484
+85
| +2% | +$7.26K | 0.08% | 111 |
|
|
2023
Q1 | $376K | Hold |
4,399
| – | – | 0.09% | 115 |
|
|
2022
Q4 | $369K | Hold |
4,399
| – | – | 0.09% | 114 |
|
|
2022
Q3 | $337K | Hold |
4,399
| – | – | 0.08% | 113 |
|
|
2022
Q2 | $332K | Hold |
4,399
| – | – | 0.08% | 115 |
|
|
2022
Q1 | $298K | Hold |
4,399
| – | – | 0.06% | 126 |
|
|
2021
Q4 | $296K | Hold |
4,399
| – | – | 0.06% | 126 |
|
|
2021
Q3 | $263K | Hold |
4,399
| – | – | 0.05% | 123 |
|
|
2021
Q2 | $268K | Hold |
4,399
| – | – | 0.05% | 126 |
|
|
2021
Q1 | $270K | Hold |
4,399
| – | – | 0.06% | 118 |
|
|
2020
Q4 | $259K | Hold |
4,399
| – | – | 0.06% | 119 |
|
|
2020
Q3 | $271K | Sell |
4,399
-6
| -0.1% | -$375 | 0.07% | 112 |
|
|
2020
Q2 | $272K | Hold |
4,405
| – | – | 0.07% | 109 |
|
|
2020
Q1 | $232K | Hold |
4,405
| – | – | 0.07% | 103 |
|
|
2019
Q4 | $236K | Sell |
4,405
-1,000
| -19% | -$52.7K | 0.06% | 112 |
|
|
2019
Q3 | $298K | Hold |
5,405
| – | – | 0.08% | 106 |
|
|
2019
Q2 | $284K | Hold |
5,405
| – | – | 0.07% | 112 |
|
|
2019
Q1 | $280K | Sell |
5,405
-410
| -7% | -$18.6K | 0.08% | 112 |
|
|
2018
Q4 | $226K | Sell |
5,815
-4,100
| -41% | -$173K | 0.07% | 120 |
|
|
2018
Q3 | $426K | Sell |
9,915
-9,763
| -50% | -$442K | 0.12% | 104 |
|
|
2018
Q2 | $871K | Sell |
19,678
-1,870
| -9% | -$81.8K | 0.26% | 86 |
|
|
2018
Q1 | $971K | Sell |
21,548
-675
| -3% | -$36.6K | 0.32% | 81 |
|
|
2017
Q4 | $1.32M | Buy |
22,223
+279
| +1% | +$15.1K | 0.43% | 74 |
|
|
2017
Q3 | $1.14M | Buy |
21,944
+190
| +0.9% | +$10.4K | 0.39% | 77 |
|
|
2017
Q2 | $1.21M | Buy |
21,754
+7
| +0% | +$399 | 0.44% | 70 |
|
|
2017
Q1 | $1.28M | Buy |
21,747
+1,250
| +6% | +$76.4K | 0.5% | 66 |
|
|
2016
Q4 | $1.27M | Buy |
20,497
+800
| +4% | +$49.6K | 0.53% | 62 |
|
|
2016
Q3 | $1.26M | Hold |
19,697
| – | – | 0.57% | 61 |
|
|
2016
Q2 | $1.41M | Sell |
19,697
-20
| -0.1% | -$1.27K | 0.64% | 53 |
|
|
2016
Q1 | $1.25M | Hold |
19,717
| – | – | 0.61% | 55 |
|
|
2015
Q4 | $1.14M | Buy |
+19,717
| New | +$1.13M | 0.55% | 60 |
|
Other funds holding GIS
FRG Family Wealth Advisors's GIS Position: Q4 2025 in Review
FRG Family Wealth Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 4,384 shares — an estimated $221K sold.
FRG Family Wealth Advisors first reported a position in GIS in Q4 2015 and held it in 40 quarters. The position peaked at $1.41M in Q2 2016. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.
- FRG Family Wealth Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
- FRG Family Wealth Advisors sold 4,384 General Mills shares in Q4 2025, an estimated $221K.
- FRG Family Wealth Advisors first reported a position in General Mills in Q4 2015 and held it in 40 quarters.
- FRG Family Wealth Advisors's General Mills position peaked at $1.41M in Q2 2016.
- 1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.
Based on FRG Family Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.