Gladstone Institutional Advisory’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,721
| Closed | -$282K | – | 767 |
|
|
2025
Q1 | $282K | Sell |
4,721
-44
| -0.9% | -$2.63K | 0.01% | 602 |
|
|
2024
Q4 | $304K | Buy |
4,765
+268
| +6% | +$17.1K | 0.01% | 579 |
|
|
2024
Q3 | $332K | Sell |
4,497
-328
| -7% | -$24.2K | 0.02% | 553 |
|
|
2024
Q2 | $305K | Buy |
4,825
+1,063
| +28% | +$67.2K | 0.02% | 539 |
|
|
2024
Q1 | $263K | Sell |
3,762
-366
| -9% | -$25.6K | 0.01% | 555 |
|
|
2023
Q4 | $269K | Buy |
4,128
+37
| +0.9% | +$2.41K | 0.02% | 550 |
|
|
2023
Q3 | $262K | Sell |
4,091
-10
| -0.2% | -$640 | 0.02% | 519 |
|
|
2023
Q2 | $315K | Buy |
4,101
+287
| +8% | +$22K | 0.02% | 513 |
|
|
2023
Q1 | $326K | Buy |
3,814
+85
| +2% | +$7.26K | 0.02% | 500 |
|
|
2022
Q4 | $313K | Buy |
3,729
+203
| +6% | +$17K | 0.02% | 492 |
|
|
2022
Q3 | $270K | Buy |
3,526
+250
| +8% | +$19.1K | 0.02% | 523 |
|
|
2022
Q2 | $247K | Sell |
3,276
-330
| -9% | -$24.9K | 0.02% | 553 |
|
|
2022
Q1 | $244K | Buy |
+3,606
| New | +$244K | 0.02% | 608 |
|