IFWM
Institute for Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
4,808
-62
| -1% | -$3.21K | 0.03% | 484 |
|
|
2025
Q1 | $291K | Sell |
4,870
-292
| -6% | -$17.5K | 0.04% | 419 |
|
|
2024
Q4 | $329K | Sell |
5,162
-32
| -0.6% | -$2.04K | 0.04% | 376 |
|
|
2024
Q3 | $384K | Buy |
5,194
+184
| +4% | +$13.6K | 0.05% | 355 |
|
|
2024
Q2 | $317K | Buy |
5,010
+209
| +4% | +$13.2K | 0.04% | 378 |
|
|
2024
Q1 | $336K | Buy |
4,801
+2
| +0% | +$140 | 0.04% | 361 |
|
|
2023
Q4 | $313K | Buy |
4,799
+2
| +0% | +$130 | 0.05% | 358 |
|
|
2023
Q3 | $307K | Buy |
4,797
+2
| +0% | +$128 | 0.06% | 337 |
|
|
2023
Q2 | $368K | Buy |
4,795
+1
| +0% | +$77 | 0.06% | 313 |
|
|
2023
Q1 | $410K | Buy |
4,794
+1
| +0% | +$85 | 0.08% | 288 |
|
|
2022
Q4 | $402K | Sell |
4,793
-90
| -2% | -$7.55K | 0.08% | 293 |
|
|
2022
Q3 | $374K | Sell |
4,883
-91
| -2% | -$6.97K | 0.08% | 294 |
|
|
2022
Q2 | $375K | Hold |
4,974
| – | – | 0.07% | 335 |
|
|
2022
Q1 | $337K | Hold |
4,974
| – | – | 0.05% | 387 |
|
|
2021
Q4 | $335K | Sell |
4,974
-163
| -3% | -$11K | 0.05% | 354 |
|
|
2021
Q3 | $307K | Sell |
5,137
-70
| -1% | -$4.18K | 0.05% | 367 |
|
|
2021
Q2 | $317K | Hold |
5,207
| – | – | 0.06% | 358 |
|
|
2021
Q1 | $319K | Sell |
5,207
-43
| -0.8% | -$2.63K | 0.06% | 349 |
|
|
2020
Q4 | $309K | Sell |
5,250
-170
| -3% | -$10K | 0.06% | 340 |
|
|
2020
Q3 | $334K | Sell |
5,420
-2,922
| -35% | -$180K | 0.08% | 296 |
|
|
2020
Q2 | $514K | Sell |
8,342
-881
| -10% | -$54.3K | 0.13% | 225 |
|
|
2020
Q1 | $487K | Buy |
9,223
+392
| +4% | +$20.7K | 0.15% | 185 |
|
|
2019
Q4 | $473K | Buy |
8,831
+33
| +0.4% | +$1.77K | 0.11% | 261 |
|
|
2019
Q3 | $485K | Sell |
8,798
-460
| -5% | -$25.4K | 0.12% | 239 |
|
|
2019
Q2 | $486K | Buy |
9,258
+84
| +0.9% | +$4.41K | 0.11% | 258 |
|
|
2019
Q1 | $475K | Buy |
+9,174
| New | +$475K | 0.1% | 251 |
|
|
2018
Q1 | – | Sell |
-6,555
| Closed | -$390K | – | 306 |
|
|
2017
Q4 | $390K | Buy |
+6,555
| New | +$390K | 0.09% | 260 |
|
|
2017
Q3 | – | Sell |
-7,950
| Closed | -$440K | – | 299 |
|
|
2017
Q2 | $440K | Buy |
+7,950
| New | +$440K | 0.12% | 248 |
|