Global Retirement Partners’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 | $1.81M | Buy |
+35,014
| New | +$1.81M | 0.05% | 361 |
|
2024
Q4 | $495K | Sell |
7,763
-87
| -1% | -$5.55K | 0.01% | 635 |
|
2024
Q3 | $580K | Sell |
7,850
-1,752
| -18% | -$129K | 0.02% | 593 |
|
2024
Q2 | $607K | Buy |
9,602
+1,791
| +23% | +$113K | 0.02% | 555 |
|
2024
Q1 | $547K | Buy |
7,811
+297
| +4% | +$20.8K | 0.02% | 515 |
|
2023
Q4 | $472K | Buy |
7,514
+3,571
| +91% | +$224K | 0.02% | 511 |
|
2023
Q3 | $249K | Sell |
3,943
-222
| -5% | -$14K | 0.01% | 599 |
|
2023
Q2 | $319K | Buy |
4,165
+7
| +0.2% | +$537 | 0.02% | 554 |
|
2023
Q1 | $369K | Buy |
4,158
+798
| +24% | +$70.9K | 0.02% | 491 |
|
2022
Q4 | $282K | Buy |
3,360
+281
| +9% | +$23.6K | 0.02% | 507 |
|
2022
Q3 | $251K | Sell |
3,079
-227
| -7% | -$18.5K | 0.02% | 505 |
|
2022
Q2 | $249K | Sell |
3,306
-9,785
| -75% | -$737K | 0.02% | 505 |
|
2022
Q1 | $905K | Buy |
+13,091
| New | +$905K | 0.07% | 255 |
|
2021
Q4 | – | Sell |
-6,471
| Closed | -$387K | – | 842 |
|
2021
Q3 | $387K | Buy |
6,471
+219
| +4% | +$13.1K | 0.04% | 342 |
|
2021
Q2 | $381K | Buy |
6,252
+133
| +2% | +$8.11K | 0.04% | 341 |
|
2021
Q1 | $375K | Sell |
6,119
-233
| -4% | -$14.3K | 0.04% | 308 |
|
2020
Q4 | $374K | Buy |
6,352
+299
| +5% | +$17.6K | 0.05% | 282 |
|
2020
Q3 | $373K | Buy |
6,053
+111
| +2% | +$6.84K | 0.05% | 268 |
|
2020
Q2 | $366K | Buy |
5,942
+296
| +5% | +$18.2K | 0.06% | 264 |
|
2020
Q1 | $298K | Sell |
5,646
-1,962
| -26% | -$104K | 0.06% | 259 |
|
2019
Q4 | $407K | Buy |
7,608
+481
| +7% | +$25.7K | 0.06% | 261 |
|
2019
Q3 | $393K | Buy |
7,127
+1,597
| +29% | +$88.1K | 0.06% | 251 |
|
2019
Q2 | $290K | Sell |
5,530
-132
| -2% | -$6.92K | 0.06% | 276 |
|
2019
Q1 | $293K | Buy |
5,662
+304
| +6% | +$15.7K | 0.07% | 229 |
|
2018
Q4 | $209K | Buy |
5,358
+92
| +2% | +$3.59K | 0.05% | 275 |
|
2018
Q3 | $226K | Buy |
5,266
+468
| +10% | +$20.1K | 0.05% | 278 |
|
2018
Q2 | $212K | Buy |
4,798
+309
| +7% | +$13.7K | 0.05% | 274 |
|
2018
Q1 | $202K | Buy |
4,489
+460
| +11% | +$20.7K | 0.06% | 274 |
|
2017
Q4 | $239K | Buy |
4,029
+553
| +16% | +$32.8K | 0.07% | 241 |
|
2017
Q3 | $180K | Buy |
3,476
+552
| +19% | +$28.6K | 0.07% | 239 |
|
2017
Q2 | $162K | Buy |
2,924
+671
| +30% | +$37.2K | 0.08% | 233 |
|
2017
Q1 | $133K | Buy |
2,253
+868
| +63% | +$51.2K | 0.07% | 238 |
|
2016
Q4 | $86K | Buy |
+1,385
| New | +$86K | 0.06% | 261 |
|