GA
Geller Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,128
| Closed | -$317K | – | 258 |
|
|
2023
Q2 | $317K | Buy |
4,128
+41
| +1% | +$3.15K | 0.04% | 176 |
|
|
2023
Q1 | $349K | Buy |
4,087
+423
| +12% | +$36.2K | 0.05% | 101 |
|
|
2022
Q4 | $307K | Buy |
3,664
+250
| +7% | +$21K | 0.05% | 93 |
|
|
2022
Q3 | $262K | Sell |
3,414
-64
| -2% | -$4.91K | 0.06% | 93 |
|
|
2022
Q2 | $262K | Hold |
3,478
| – | – | 0.05% | 103 |
|
|
2022
Q1 | $236K | Sell |
3,478
-77
| -2% | -$5.23K | 0.04% | 138 |
|
|
2021
Q4 | $240K | Buy |
3,555
+4
| +0.1% | +$270 | 0.05% | 143 |
|
|
2021
Q3 | $212K | Buy |
+3,551
| New | +$212K | 0.05% | 147 |
|
|
2021
Q1 | – | Sell |
-2,301
| Closed | -$207K | – | 127 |
|
|
2020
Q4 | $207K | Buy |
+2,301
| New | +$207K | 0.05% | 112 |
|