Integrated Wealth Concepts’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 | $1.16M | Sell |
22,357
-5,638
| -20% | -$292K | 0.01% | 852 |
|
|
2025
Q1 | $1.67M | Buy |
27,995
+5,095
| +22% | +$305K | 0.02% | 625 |
|
|
2024
Q4 | $1.46M | Buy |
22,900
+7,911
| +53% | +$504K | 0.02% | 662 |
|
|
2024
Q3 | $1.11M | Sell |
14,989
-1,183
| -7% | -$87.4K | 0.01% | 758 |
|
|
2024
Q2 | $1.02M | Buy |
16,172
+268
| +2% | +$17K | 0.01% | 751 |
|
|
2024
Q1 | $1.11M | Buy |
15,904
+309
| +2% | +$21.6K | 0.02% | 707 |
|
|
2023
Q4 | $1.02M | Sell |
15,595
-1,307
| -8% | -$85.1K | 0.02% | 720 |
|
|
2023
Q3 | $1.08M | Sell |
16,902
-858
| -5% | -$54.9K | 0.02% | 661 |
|
|
2023
Q2 | $1.36M | Buy |
17,760
+806
| +5% | +$61.8K | 0.02% | 579 |
|
|
2023
Q1 | $1.45M | Buy |
16,954
+9,762
| +136% | +$834K | 0.03% | 497 |
|
|
2022
Q4 | $603K | Sell |
7,192
-7,135
| -50% | -$598K | 0.02% | 602 |
|
|
2022
Q3 | $1.1M | Buy |
14,327
+2,017
| +16% | +$155K | 0.04% | 406 |
|
|
2022
Q2 | $929K | Buy |
12,310
+6,237
| +103% | +$471K | 0.03% | 441 |
|
|
2022
Q1 | $411K | Sell |
6,073
-339
| -5% | -$22.9K | 0.01% | 632 |
|
|
2021
Q4 | $432K | Buy |
6,412
+2,441
| +61% | +$164K | 0.01% | 645 |
|
|
2021
Q3 | $238K | Buy |
+3,971
| New | +$238K | 0.01% | 825 |
|
|
2021
Q2 | – | Sell |
-3,534
| Closed | -$217K | – | 816 |
|
|
2021
Q1 | $217K | Buy |
+3,534
| New | +$217K | 0.01% | 671 |
|