GoalVest 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 | $15.3K | Buy |
+295
| New | +$15.3K | ﹤0.01% | 290 |
|
|
2024
Q4 | – | Sell |
-225
| Closed | -$16.6K | – | 404 |
|
|
2024
Q3 | $16.6K | Hold |
225
| – | – | ﹤0.01% | 279 |
|
|
2024
Q2 | $14.2K | Sell |
225
-230
| -51% | -$14.6K | ﹤0.01% | 256 |
|
|
2024
Q1 | $31.8K | Buy |
455
+180
| +65% | +$12.6K | 0.01% | 226 |
|
|
2023
Q4 | $17.9K | Buy |
275
+215
| +358% | +$14K | 0.01% | 214 |
|
|
2023
Q3 | $3.84K | Buy |
+60
| New | +$3.84K | ﹤0.01% | 363 |
|
|
2022
Q3 | – | Sell |
-1,030
| Closed | -$77K | – | 278 |
|
|
2022
Q2 | $77K | Buy |
1,030
+880
| +587% | +$65.8K | 0.05% | 143 |
|
|
2022
Q1 | $10K | Buy |
+150
| New | +$10K | 0.01% | 241 |
|