KFG Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,021
| Closed | -$254K | – | 183 |
|
2024
Q2 | $254K | Buy |
4,021
+214
| +6% | +$13.5K | 0.1% | 137 |
|
2024
Q1 | $266K | Buy |
+3,807
| New | +$266K | 0.11% | 129 |
|
2023
Q3 | – | Sell |
-2,717
| Closed | -$208K | – | 130 |
|
2023
Q2 | $208K | Buy |
+2,717
| New | +$208K | 0.12% | 116 |
|