Global Wealth Management Investment Advisory’s General Mills GIS Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio GIS Stock Details GIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-325	Closed	-$21.2K	–	258
2023 Q4	$21.2K	Hold	325	–	–	0.01%	242
2023 Q3	$20.8K	Hold	325	–	–	0.01%	242
2023 Q2	$24.9K	Buy	+325	New	+$27.8K	0.01%	232
2022 Q3	–	Sell	-335	Closed	-$25K	–	271
2022 Q2	$25K	Hold	335	–	–	0.01%	226
2022 Q1	$23K	Buy	335 +10	+3%	+$671	0.01%	245
2021 Q4	$22K	Hold	325	–	–	0.01%	248
2021 Q3	$19K	Hold	325	–	–	0.01%	264
2021 Q2	$20K	Hold	325	–	–	0.01%	244
2021 Q1	$20K	Hold	325	–	–	0.01%	244
2020 Q4	$19K	Hold	325	–	–	0.01%	239
2020 Q3	$20K	Sell	325 -400	-55%	-$25K	0.01%	225
2020 Q2	$45K	Sell	725 -231	-24%	-$13.9K	0.02%	200
2020 Q1	$50K	Hold	956	–	–	0.03%	169
2019 Q4	$51K	Sell	956 -279	-23%	-$14.7K	0.02%	178
2019 Q3	$68K	Sell	1,235 -250	-17%	-$13.5K	0.03%	150
2019 Q2	$78K	Sell	1,485 -1,997	-57%	-$103K	0.04%	147
2019 Q1	$180K	Sell	3,482 -3,904	-53%	-$177K	0.09%	120
2018 Q4	$288K	Buy	+7,386	New	+$312K	0.17%	106

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's GIS Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of General Mills (GIS) in Q1 2024, closing a stake of 325 shares — an estimated $21.2K sold.

Global Wealth Management Investment Advisory first reported a position in GIS in Q4 2018 and held it in 18 quarters. The position peaked at $288K in Q4 2018. 1,591 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 325 General Mills shares in Q1 2024, an estimated $21.2K.
Global Wealth Management Investment Advisory first reported a position in General Mills in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's General Mills position peaked at $288K in Q4 2018.
1,591 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.