GeoWealth Management’s General Mills GIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
8,300
+3,828
+86% +$198K 0.02% 439
2025
Q1
$267K Sell
4,472
-3,534
-44% -$211K 0.01% 581
2024
Q4
$511K Buy
8,006
+1,080
+16% +$68.9K 0.02% 461
2024
Q3
$511K Sell
6,926
-867
-11% -$64K 0.02% 463
2024
Q2
$493K Buy
7,793
+1,012
+15% +$64K 0.02% 432
2024
Q1
$474K Buy
6,781
+891
+15% +$62.3K 0.02% 447
2023
Q4
$384K Buy
5,890
+5,630
+2,165% +$367K 0.03% 376
2023
Q3
$16K Buy
260
+44
+20% +$2.71K ﹤0.01% 444
2023
Q2
$17K Sell
216
-545
-72% -$42.9K ﹤0.01% 388
2023
Q1
$65K Buy
+761
New +$65K 0.01% 277