GCA
Gideon Capital Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-35,008
| Closed | -$1.93M | – | 316 |
|
|
2019
Q3 | $1.93M | Buy |
+35,008
| New | +$1.93M | 0.63% | 48 |
|
|
2018
Q4 | – | Sell |
-13,963
| Closed | -$599K | – | 421 |
|
|
2018
Q3 | $599K | Sell |
13,963
-8,070
| -37% | -$346K | 0.28% | 104 |
|
|
2018
Q2 | $975K | Sell |
22,033
-2,363
| -10% | -$105K | 0.49% | 41 |
|
|
2018
Q1 | $1.1M | Buy |
+24,396
| New | +$1.1M | 0.68% | 16 |
|
|
2017
Q2 | – | Sell |
-5,796
| Closed | -$342K | – | 309 |
|
|
2017
Q1 | $342K | Buy |
+5,796
| New | +$342K | 0.2% | 202 |
|
|
2016
Q4 | – | Sell |
-37,955
| Closed | -$2.43M | – | 424 |
|
|
2016
Q3 | $2.43M | Buy |
+37,955
| New | +$2.43M | 1.47% | 17 |
|
|
2016
Q1 | – | Sell |
-29,429
| Closed | -$1.7M | – | 176 |
|
|
2015
Q4 | $1.7M | Buy |
29,429
+15,679
| +114% | +$904K | 1.23% | 12 |
|
|
2015
Q3 | $772K | Buy |
13,750
+8,325
| +153% | +$467K | 0.45% | 86 |
|
|
2015
Q2 | $302K | Buy |
+5,425
| New | +$302K | 0.12% | 196 |
|
|
2014
Q3 | – | Sell |
-63,612
| Closed | -$3.34M | – | 309 |
|
|
2014
Q2 | $3.34M | Buy |
+63,612
| New | +$3.34M | 1.21% | 14 |
|