Heritage Wealth Advisors’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 | $15.5K | Hold |
300
| – | – | ﹤0.01% | 396 |
|
|
2025
Q1 | $17.9K | Sell |
300
-56
| -16% | -$3.35K | ﹤0.01% | 377 |
|
|
2024
Q4 | $22.7K | Buy |
356
+10
| +3% | +$638 | ﹤0.01% | 377 |
|
|
2024
Q3 | $25.6K | Buy |
346
+46
| +15% | +$3.4K | ﹤0.01% | 378 |
|
|
2024
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 379 |
|
|
2024
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 394 |
|
|
2023
Q4 | $19.5K | Buy |
+300
| New | +$19.5K | ﹤0.01% | 413 |
|
|
2022
Q1 | – | Sell |
-1,080
| Closed | -$73K | – | 544 |
|
|
2021
Q4 | $73K | Hold |
1,080
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $64.6K | Hold |
1,080
| – | – | ﹤0.01% | 296 |
|
|
2021
Q2 | $65.8K | Hold |
1,080
| – | – | ﹤0.01% | 297 |
|
|
2021
Q1 | $66.2K | Sell |
1,080
-152
| -12% | -$9.32K | ﹤0.01% | 303 |
|
|
2020
Q4 | $72K | Buy |
+1,232
| New | +$72K | ﹤0.01% | 290 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$13.2K | – | 444 |
|
|
2020
Q1 | $13.2K | Buy |
250
+217
| +658% | +$11.5K | ﹤0.01% | 355 |
|
|
2019
Q4 | $1.77K | Sell |
33
-165
| -83% | -$8.84K | ﹤0.01% | 578 |
|
|
2019
Q3 | $10K | Sell |
198
-821
| -81% | -$41.5K | ﹤0.01% | 392 |
|
|
2019
Q2 | $53.5K | Hold |
1,019
| – | – | 0.01% | 250 |
|
|
2019
Q1 | $52.7K | Buy |
1,019
+111
| +12% | +$5.74K | 0.01% | 223 |
|
|
2018
Q4 | $35K | Hold |
908
| – | – | 0.01% | 219 |
|
|
2018
Q3 | $38K | Buy |
+908
| New | +$38K | 0.01% | 217 |
|