Heritage Trust’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 | $419K | Hold |
8,091
| – | – | 0.05% | 227 |
|
|
2025
Q1 | $484K | Hold |
8,091
| – | – | 0.06% | 208 |
|
|
2024
Q4 | $516K | Buy |
+8,091
| New | +$516K | 0.06% | 201 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$4K | – | 268 |
|
|
2018
Q4 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 366 |
|
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 325 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 295 |
|
|
2017
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 270 |
|
|
2017
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 280 |
|