JFS Wealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $89.3K | Sell |
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|
2024
Q1 | $104K | Sell |
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|
2023
Q4 | $100K | Buy |
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|
2023
Q3 | $93.2K | Sell |
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|
2023
Q2 | $116K | Sell |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $154K | Sell |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $137K | Buy |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $106K | Buy |
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|
2021
Q2 | $90K | Hold |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $87K | Hold |
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|
2020
Q3 | $92K | Hold |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $78K | Hold |
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|
2019
Q4 | $79K | Hold |
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|
2019
Q3 | $82K | Hold |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $58K | Sell |
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|
2018
Q3 | $67K | Sell |
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|
2018
Q2 | $71K | Buy |
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|
2018
Q1 | $67K | Hold |
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|
2017
Q4 | $88K | Hold |
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|
2017
Q3 | $77K | Sell |
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|
2017
Q2 | $158K | Hold |
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|
2017
Q1 | $177K | Hold |
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|
2016
Q4 | $177K | Hold |
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|
2016
Q3 | $183K | Hold |
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|
2016
Q2 | $204K | Sell |
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|
2016
Q1 | $182K | Buy |
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|
2015
Q4 | $165K | Hold |
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|
2015
Q3 | $160K | Sell |
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|
2015
Q2 | $219K | Sell |
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|
2015
Q1 | $223K | Buy |
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|
2014
Q4 | $157K | Hold |
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|
2014
Q3 | $149K | Sell |
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|
2014
Q2 | $155K | Buy |
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