Goelzer Investment Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,530
| Closed | -$218K | – | 218 |
|
|
2020
Q3 | $218K | Sell |
3,530
-350
| -9% | -$21.6K | 0.02% | 238 |
|
|
2020
Q2 | $239K | Hold |
3,880
| – | – | 0.02% | 224 |
|
|
2020
Q1 | $205K | Sell |
3,880
-1,890
| -33% | -$99.9K | 0.02% | 230 |
|
|
2019
Q4 | $309K | Sell |
5,770
-2,700
| -32% | -$145K | 0.03% | 223 |
|
|
2019
Q3 | $467K | Sell |
8,470
-4,280
| -34% | -$236K | 0.04% | 194 |
|
|
2019
Q2 | $670K | Sell |
12,750
-450
| -3% | -$23.6K | 0.06% | 181 |
|
|
2019
Q1 | $683K | Buy |
13,200
+2,850
| +28% | +$147K | 0.06% | 188 |
|
|
2018
Q4 | $403K | Buy |
10,350
+1,785
| +21% | +$69.5K | 0.05% | 171 |
|
|
2018
Q3 | $368K | Buy |
8,565
+2,000
| +30% | +$85.9K | 0.04% | 180 |
|
|
2018
Q2 | $291K | Buy |
+6,565
| New | +$291K | 0.03% | 185 |
|