JIC
Joel Isaacson & Co’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
4,880
| – | – | 0.01% | 366 |
|
|
2025
Q1 | $292K | Hold |
4,880
| – | – | 0.01% | 324 |
|
|
2024
Q4 | $311K | Buy |
4,880
+495
| +11% | +$31.6K | 0.01% | 294 |
|
|
2024
Q3 | $324K | Hold |
4,385
| – | – | 0.02% | 281 |
|
|
2024
Q2 | $277K | Hold |
4,385
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $307K | Hold |
4,385
| – | – | 0.02% | 272 |
|
|
2023
Q4 | $286K | Hold |
4,385
| – | – | 0.02% | 258 |
|
|
2023
Q3 | $281K | Hold |
4,385
| – | – | 0.02% | 254 |
|
|
2023
Q2 | $336K | Hold |
4,385
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $375K | Sell |
4,385
-15
| -0.3% | -$1.28K | 0.03% | 220 |
|
|
2022
Q4 | $369K | Buy |
4,400
+1,020
| +30% | +$85.5K | 0.03% | 212 |
|
|
2022
Q3 | $259K | Sell |
3,380
-17
| -0.5% | -$1.3K | 0.02% | 255 |
|
|
2022
Q2 | $256K | Buy |
3,397
+32
| +1% | +$2.41K | 0.02% | 262 |
|
|
2022
Q1 | $238K | Hold |
3,365
| – | – | 0.02% | 279 |
|
|
2021
Q4 | $227K | Hold |
3,365
| – | – | 0.02% | 288 |
|
|
2021
Q3 | $201K | Hold |
3,365
| – | – | 0.02% | 295 |
|
|
2021
Q2 | $205K | Hold |
3,365
| – | – | 0.02% | 280 |
|
|
2021
Q1 | $206K | Buy |
+3,365
| New | +$206K | 0.02% | 257 |
|
|
2020
Q4 | – | Sell |
-3,365
| Closed | -$208K | – | 245 |
|
|
2020
Q3 | $208K | Hold |
3,365
| – | – | 0.03% | 216 |
|
|
2020
Q2 | $207K | Buy |
+3,365
| New | +$207K | 0.03% | 200 |
|
|
2019
Q1 | – | Sell |
-5,871
| Closed | -$245K | – | 224 |
|
|
2018
Q4 | $245K | Buy |
5,871
+439
| +8% | +$18.3K | 0.04% | 193 |
|
|
2018
Q3 | $233K | Buy |
5,432
+11
| +0.2% | +$472 | 0.04% | 182 |
|
|
2018
Q2 | $240K | Buy |
5,421
+12
| +0.2% | +$531 | 0.04% | 172 |
|
|
2018
Q1 | $244K | Sell |
5,409
-50
| -0.9% | -$2.26K | 0.04% | 169 |
|
|
2017
Q4 | $324K | Sell |
5,459
-685
| -11% | -$40.7K | 0.06% | 146 |
|
|
2017
Q3 | $318K | Buy |
6,144
+9
| +0.1% | +$466 | 0.06% | 145 |
|
|
2017
Q2 | $340K | Buy |
6,135
+8
| +0.1% | +$443 | 0.06% | 128 |
|
|
2017
Q1 | $362K | Buy |
6,127
+8
| +0.1% | +$473 | 0.07% | 121 |
|
|
2016
Q4 | $378K | Buy |
6,119
+8
| +0.1% | +$494 | 0.08% | 105 |
|
|
2016
Q3 | $390K | Sell |
6,111
-44
| -0.7% | -$2.81K | 0.08% | 112 |
|
|
2016
Q2 | $439K | Buy |
6,155
+8
| +0.1% | +$571 | 0.09% | 98 |
|
|
2016
Q1 | $389K | Buy |
6,147
+110
| +2% | +$6.96K | 0.09% | 111 |
|
|
2015
Q4 | $348K | Sell |
6,037
-36
| -0.6% | -$2.08K | 0.09% | 109 |
|
|
2015
Q3 | $341K | Buy |
6,073
+215
| +4% | +$12.1K | 0.09% | 99 |
|
|
2015
Q2 | $326K | Buy |
5,858
+7
| +0.1% | +$390 | 0.08% | 117 |
|
|
2015
Q1 | $331K | Buy |
5,851
+1,254
| +27% | +$70.9K | 0.08% | 119 |
|
|
2014
Q4 | $245K | Buy |
4,597
+575
| +14% | +$30.6K | 0.07% | 130 |
|
|
2014
Q3 | $203K | Buy |
4,022
+4
| +0.1% | +$202 | 0.06% | 121 |
|
|
2014
Q2 | $211K | Buy |
4,018
+4
| +0.1% | +$210 | 0.07% | 119 |
|
|
2014
Q1 | $208K | Sell |
4,014
-496
| -11% | -$25.7K | 0.07% | 118 |
|
|
2013
Q4 | $225K | Buy |
4,510
+4
| +0.1% | +$200 | 0.08% | 100 |
|
|
2013
Q3 | $216K | Buy |
4,506
+1,304
| +41% | +$62.5K | 0.09% | 96 |
|
|
2013
Q2 | $155K | Buy |
+3,202
| New | +$155K | 0.07% | 111 |
|