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
Q2 | $227K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $259K | Hold |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $272K | Hold |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $298K | Hold |
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|
2019
Q2 | $284K | Hold |
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|
2019
Q1 | $280K | Sell |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $426K | Sell |
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|
2018
Q2 | $871K | Sell |
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|
2018
Q1 | $971K | Sell |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $1.21M | Buy |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $1.26M | Hold |
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|
2016
Q2 | $1.41M | Sell |
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|
2016
Q1 | $1.25M | Hold |
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|
2015
Q4 | $1.14M | Buy |
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