Klingman & Associates’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 | $278K | Sell |
5,371
-72
| -1% | -$3.73K | 0.02% | 256 |
|
|
2025
Q1 | $325K | Buy |
5,443
+339
| +7% | +$20.3K | 0.02% | 213 |
|
|
2024
Q4 | $325K | Sell |
5,104
-251
| -5% | -$16K | 0.02% | 195 |
|
|
2024
Q3 | $395K | Buy |
5,355
+93
| +2% | +$6.87K | 0.02% | 183 |
|
|
2024
Q2 | $333K | Hold |
5,262
| – | – | 0.02% | 182 |
|
|
2024
Q1 | $368K | Buy |
5,262
+58
| +1% | +$4.06K | 0.03% | 173 |
|
|
2023
Q4 | $339K | Buy |
5,204
+252
| +5% | +$16.4K | 0.02% | 175 |
|
|
2023
Q3 | $317K | Sell |
4,952
-109
| -2% | -$6.98K | 0.03% | 172 |
|
|
2023
Q2 | $388K | Sell |
5,061
-2
| -0% | -$153 | 0.03% | 151 |
|
|
2023
Q1 | $433K | Buy |
5,063
+16
| +0.3% | +$1.37K | 0.04% | 129 |
|
|
2022
Q4 | $423K | Buy |
5,047
+46
| +0.9% | +$3.86K | 0.04% | 129 |
|
|
2022
Q3 | $383K | Buy |
5,001
+48
| +1% | +$3.68K | 0.04% | 126 |
|
|
2022
Q2 | $374K | Sell |
4,953
-100
| -2% | -$7.55K | 0.04% | 131 |
|
|
2022
Q1 | $342K | Buy |
+5,053
| New | +$342K | 0.03% | 149 |
|
|
2016
Q4 | – | Sell |
-722
| Closed | -$46K | – | 183 |
|
|
2016
Q3 | $46K | Hold |
722
| – | – | 0.01% | 191 |
|
|
2016
Q2 | $51K | Hold |
722
| – | – | 0.02% | 189 |
|
|
2016
Q1 | $46K | Hold |
722
| – | – | 0.02% | 194 |
|
|
2015
Q4 | $42K | Hold |
722
| – | – | 0.02% | 214 |
|
|
2015
Q3 | $40K | Hold |
722
| – | – | 0.02% | 216 |
|
|
2015
Q2 | $40K | Hold |
722
| – | – | 0.02% | 191 |
|
|
2015
Q1 | $41K | Hold |
722
| – | – | 0.02% | 182 |
|
|
2014
Q4 | $38K | Buy |
+722
| New | +$38K | 0.02% | 191 |
|