IAA
Independent Advisor Alliance’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
39,459
+2,062
| +6% | +$107K | 0.06% | 274 |
|
|
2025
Q1 | $2.24M | Buy |
37,397
+4,166
| +13% | +$249K | 0.07% | 237 |
|
|
2024
Q4 | $2.12M | Buy |
33,231
+3,434
| +12% | +$219K | 0.03% | 495 |
|
|
2024
Q3 | $2.2M | Sell |
29,797
-599
| -2% | -$44.2K | 0.08% | 211 |
|
|
2024
Q2 | $1.92M | Buy |
30,396
+2,341
| +8% | +$148K | 0.07% | 228 |
|
|
2024
Q1 | $1.96M | Buy |
28,055
+1,647
| +6% | +$115K | 0.07% | 221 |
|
|
2023
Q4 | $1.72M | Sell |
26,408
-769
| -3% | -$50.1K | 0.06% | 229 |
|
|
2023
Q3 | $1.74M | Sell |
27,177
-1,504
| -5% | -$96.2K | 0.08% | 210 |
|
|
2023
Q2 | $2.2M | Buy |
28,681
+172
| +0.6% | +$13.2K | 0.1% | 180 |
|
|
2023
Q1 | $2.44M | Buy |
28,509
+13,700
| +93% | +$1.17M | 0.12% | 161 |
|
|
2022
Q4 | $1.24K | Sell |
14,809
-4
| -0% | – | ﹤0.01% | 286 |
|
|
2022
Q3 | $1.14M | Sell |
14,813
-1,730
| -10% | -$133K | 0.07% | 243 |
|
|
2022
Q2 | $1.25M | Sell |
16,543
-4,877
| -23% | -$368K | 0.07% | 230 |
|
|
2022
Q1 | $1.45M | Buy |
21,420
+2,799
| +15% | +$190K | 0.07% | 230 |
|
|
2021
Q4 | $1.26M | Buy |
18,621
+880
| +5% | +$59.3K | 0.06% | 239 |
|
|
2021
Q3 | $1.06M | Sell |
17,741
-216
| -1% | -$12.9K | 0.06% | 258 |
|
|
2021
Q2 | $1.09M | Buy |
17,957
+7
| +0% | +$426 | 0.06% | 266 |
|
|
2021
Q1 | $1.1M | Buy |
17,950
+593
| +3% | +$36.4K | 0.07% | 241 |
|
|
2020
Q4 | $1.02M | Sell |
17,357
-3,785
| -18% | -$223K | 0.07% | 211 |
|
|
2020
Q3 | $1.3M | Buy |
21,142
+264
| +1% | +$16.3K | 0.1% | 153 |
|
|
2020
Q2 | $1.29M | Sell |
20,878
-1,386
| -6% | -$85.4K | 0.14% | 125 |
|
|
2020
Q1 | $1.18M | Buy |
22,264
+326
| +1% | +$17.2K | 0.17% | 106 |
|
|
2019
Q4 | $1.18M | Sell |
21,938
-875
| -4% | -$46.9K | 0.05% | 331 |
|
|
2019
Q3 | $1.26M | Sell |
22,813
-202
| -0.9% | -$11.1K | 0.15% | 128 |
|
|
2019
Q2 | $1.21M | Buy |
23,015
+40
| +0.2% | +$2.1K | 0.17% | 117 |
|
|
2019
Q1 | $1.19M | Buy |
22,975
+958
| +4% | +$49.6K | 0.17% | 121 |
|
|
2018
Q4 | $857K | Buy |
22,017
+3,819
| +21% | +$149K | 0.15% | 133 |
|
|
2018
Q3 | $769K | Sell |
18,198
-448
| -2% | -$18.9K | 0.14% | 151 |
|
|
2018
Q2 | $818K | Buy |
18,646
+5,430
| +41% | +$238K | 0.17% | 134 |
|
|
2018
Q1 | $583K | Buy |
13,216
+4,196
| +47% | +$185K | 0.13% | 167 |
|
|
2017
Q4 | $542K | Sell |
9,020
-429
| -5% | -$25.8K | 0.12% | 177 |
|
|
2017
Q3 | $474K | Sell |
9,449
-249
| -3% | -$12.5K | 0.13% | 154 |
|
|
2017
Q2 | $518K | Sell |
9,698
-4,367
| -31% | -$233K | 0.17% | 144 |
|
|
2017
Q1 | $819K | Buy |
14,065
+502
| +4% | +$29.2K | 0.13% | 183 |
|
|
2016
Q4 | $847K | Buy |
+13,563
| New | +$847K | 0.36% | 81 |
|