Jackson Grant Investment Advisers’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 | $44.7K | Sell |
864
-100
| -10% | -$5.18K | 0.02% | 186 |
|
|
2025
Q1 | $57.6K | Sell |
964
-28
| -3% | -$1.67K | 0.02% | 168 |
|
|
2024
Q4 | $63.2K | Sell |
992
-418
| -30% | -$26.6K | 0.02% | 165 |
|
|
2024
Q3 | $104K | Buy |
1,410
+1
| +0.1% | +$74 | 0.04% | 142 |
|
|
2024
Q2 | $89.1K | Buy |
1,409
+1
| +0.1% | +$63 | 0.04% | 147 |
|
|
2024
Q1 | $98.5K | Sell |
1,408
-582
| -29% | -$40.7K | 0.04% | 141 |
|
|
2023
Q4 | $130K | Buy |
1,990
+6
| +0.3% | +$391 | 0.06% | 128 |
|
|
2023
Q3 | $127K | Buy |
1,984
+5
| +0.3% | +$320 | 0.06% | 122 |
|
|
2023
Q2 | $152K | Buy |
1,979
+4
| +0.2% | +$307 | 0.07% | 114 |
|
|
2023
Q1 | $169K | Buy |
1,975
+64
| +3% | +$5.47K | 0.08% | 114 |
|
|
2022
Q4 | $160K | Buy |
1,911
+5
| +0.3% | +$419 | 0.08% | 112 |
|
|
2022
Q3 | $146K | Buy |
1,906
+4
| +0.2% | +$306 | 0.08% | 112 |
|
|
2022
Q2 | $143K | Sell |
1,902
-479
| -20% | -$36K | 0.07% | 118 |
|
|
2022
Q1 | $161K | Buy |
2,381
+29
| +1% | +$1.96K | 0.07% | 120 |
|
|
2021
Q4 | $159K | Buy |
2,352
+9
| +0.4% | +$608 | 0.08% | 102 |
|
|
2021
Q3 | $140K | Buy |
2,343
+10
| +0.4% | +$598 | 0.06% | 130 |
|
|
2021
Q2 | $142K | Buy |
2,333
+9
| +0.4% | +$548 | 0.06% | 128 |
|
|
2021
Q1 | $143K | Buy |
2,324
+9
| +0.4% | +$554 | 0.07% | 123 |
|
|
2020
Q4 | $136K | Buy |
2,315
+13
| +0.6% | +$764 | 0.07% | 119 |
|
|
2020
Q3 | $142K | Sell |
2,302
-662
| -22% | -$40.8K | 0.09% | 97 |
|
|
2020
Q2 | $183K | Buy |
2,964
+17
| +0.6% | +$1.05K | 0.12% | 79 |
|
|
2020
Q1 | $155K | Buy |
2,947
+20
| +0.7% | +$1.05K | 0.11% | 82 |
|
|
2019
Q4 | $157K | Sell |
2,927
-1,485
| -34% | -$79.7K | 0.09% | 98 |
|
|
2019
Q3 | $243K | Buy |
4,412
+32
| +0.7% | +$1.76K | 0.14% | 78 |
|
|
2019
Q2 | $230K | Buy |
4,380
+75
| +2% | +$3.94K | 0.13% | 79 |
|
|
2019
Q1 | $223K | Buy |
4,305
+128
| +3% | +$6.63K | 0.13% | 76 |
|
|
2018
Q4 | $163K | Sell |
4,177
-1,420
| -25% | -$55.4K | 0.11% | 91 |
|
|
2018
Q3 | $240K | Sell |
5,597
-403
| -7% | -$17.3K | 0.15% | 76 |
|
|
2018
Q2 | $266K | Sell |
6,000
-92
| -2% | -$4.08K | 0.18% | 68 |
|
|
2018
Q1 | $274K | Sell |
6,092
-534
| -8% | -$24K | 0.19% | 65 |
|
|
2017
Q4 | $393K | Buy |
6,626
+1,178
| +22% | +$69.9K | 0.27% | 51 |
|
|
2017
Q3 | $282K | Sell |
5,448
-69
| -1% | -$3.57K | 0.2% | 58 |
|
|
2017
Q2 | $306K | Sell |
5,517
-1,203
| -18% | -$66.7K | 0.24% | 48 |
|
|
2017
Q1 | $397K | Sell |
6,720
-1,075
| -14% | -$63.5K | 0.32% | 43 |
|
|
2016
Q4 | $482K | Sell |
7,795
-214
| -3% | -$13.2K | 0.41% | 36 |
|
|
2016
Q3 | $512K | Sell |
8,009
-539
| -6% | -$34.5K | 0.42% | 36 |
|
|
2016
Q2 | $610K | Buy |
8,548
+61
| +0.7% | +$4.35K | 0.54% | 29 |
|
|
2016
Q1 | $538K | Sell |
8,487
-1,609
| -16% | -$102K | 0.49% | 34 |
|
|
2015
Q4 | $582K | Buy |
+10,096
| New | +$582K | 0.55% | 32 |
|