HPIA
Hamilton Point Investment Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,619
| Closed | -$236K | – | 152 |
|
|
2023
Q4 | $236K | Hold |
3,619
| – | – | 0.05% | 114 |
|
|
2023
Q3 | $232K | Hold |
3,619
| – | – | 0.06% | 110 |
|
|
2023
Q2 | $278K | Sell |
3,619
-283
| -7% | -$21.7K | 0.07% | 104 |
|
|
2023
Q1 | $333K | Buy |
+3,902
| New | +$333K | 0.08% | 94 |
|
|
2014
Q4 | – | Sell |
-34,368
| Closed | -$1.73M | – | 68 |
|
|
2014
Q3 | $1.73M | Sell |
34,368
-10
| -0% | -$505 | 1.61% | 29 |
|
|
2014
Q2 | $1.81M | Sell |
34,378
-685
| -2% | -$36K | 1.68% | 29 |
|
|
2014
Q1 | $1.82M | Buy |
35,063
+740
| +2% | +$38.3K | 1.7% | 30 |
|
|
2013
Q4 | $1.71M | Buy |
+34,323
| New | +$1.71M | 1.71% | 30 |
|