Kingswood Wealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,208
| Closed | -$385K | – | 840 |
|
|
2024
Q3 | $385K | Sell |
5,208
-357
| -6% | -$26.4K | 0.03% | 523 |
|
|
2024
Q2 | $352K | Sell |
5,565
-111
| -2% | -$7.02K | 0.03% | 477 |
|
|
2024
Q1 | $397K | Sell |
5,676
-7,739
| -58% | -$542K | 0.05% | 405 |
|
|
2023
Q4 | $874K | Hold |
13,415
| – | – | 0.1% | 218 |
|
|
2023
Q3 | $858K | Buy |
+13,415
| New | +$858K | 0.15% | 164 |
|