IFAM
Institutional & Family Asset Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.33K | Buy |
+100
| New | +$6.33K | ﹤0.01% | 468 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$307 | – | 733 |
|
|
2023
Q2 | $307 | Buy |
+4
| New | +$307 | ﹤0.01% | 715 |
|
|
2022
Q1 | – | Sell |
-816
| Closed | -$55K | – | 798 |
|
|
2021
Q4 | $55K | Hold |
816
| – | – | 0.01% | 256 |
|
|
2021
Q3 | $49K | Buy |
816
+2
| +0.2% | +$120 | 0.01% | 326 |
|
|
2021
Q2 | $50K | Sell |
814
-1,900
| -70% | -$117K | 0.01% | 331 |
|
|
2021
Q1 | $166K | Sell |
2,714
-792
| -23% | -$48.4K | 0.03% | 203 |
|
|
2020
Q4 | $206K | Buy |
3,506
+806
| +30% | +$47.4K | 0.04% | 180 |
|
|
2020
Q3 | $167K | Hold |
2,700
| – | – | 0.04% | 184 |
|
|
2020
Q2 | $166K | Hold |
2,700
| – | – | 0.03% | 190 |
|
|
2020
Q1 | $142K | Hold |
2,700
| – | – | 0.03% | 172 |
|
|
2019
Q4 | $145K | Hold |
2,700
| – | – | 0.03% | 193 |
|
|
2019
Q3 | $149K | Hold |
2,700
| – | – | 0.03% | 181 |
|
|
2019
Q2 | $142K | Hold |
2,700
| – | – | 0.03% | 190 |
|
|
2019
Q1 | $140K | Hold |
2,700
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $105K | Sell |
2,700
-900
| -25% | -$35K | 0.02% | 216 |
|
|
2018
Q3 | $155K | Hold |
3,600
| – | – | 0.03% | 215 |
|
|
2018
Q2 | $159K | Buy |
3,600
+1,058
| +42% | +$46.7K | 0.03% | 203 |
|
|
2018
Q1 | $115K | Buy |
+2,542
| New | +$115K | 0.02% | 221 |
|
|
2017
Q4 | – | Sell |
-9,695
| Closed | -$502K | – | 172 |
|
|
2017
Q3 | $502K | Sell |
9,695
-78
| -0.8% | -$4.04K | 0.1% | 124 |
|
|
2017
Q2 | $541K | Sell |
9,773
-38
| -0.4% | -$2.1K | 0.13% | 87 |
|
|
2017
Q1 | $579K | Sell |
9,811
-100
| -1% | -$5.9K | 0.18% | 83 |
|
|
2016
Q4 | $612K | Sell |
9,911
-42,733
| -81% | -$2.64M | 0.19% | 85 |
|
|
2016
Q3 | $3.36M | Buy |
52,644
+2,842
| +6% | +$182K | 1.12% | 46 |
|
|
2016
Q2 | $3.55M | Buy |
49,802
+5,109
| +11% | +$364K | 1.24% | 19 |
|
|
2016
Q1 | $2.58M | Sell |
44,693
-105
| -0.2% | -$6.05K | 0.96% | 47 |
|
|
2015
Q4 | $2.58M | Buy |
+44,798
| New | +$2.58M | 0.97% | 47 |
|