Impact Partnership Wealth’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,920
| Closed | -$760K | – | 294 |
|
|
2024
Q4 | $760K | Buy |
+11,920
| New | +$760K | 0.15% | 83 |
|
|
2024
Q2 | – | Sell |
-8,797
| Closed | -$616K | – | 407 |
|
|
2024
Q1 | $616K | Buy |
8,797
+8,742
| +15,895% | +$612K | 0.24% | 55 |
|
|
2023
Q4 | $3.58K | Hold |
55
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $3.52K | Sell |
55
-336
| -86% | -$21.5K | ﹤0.01% | 743 |
|
|
2023
Q2 | $30K | Buy |
+391
| New | +$30K | 0.01% | 299 |
|