Kovitz Investment Group Partners’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	$355K	Sell	6,846 -2,069	-23%	-$107K	﹤0.01%	1082
2025 Q1	$533K	Sell	8,915 -4,084	-31%	-$244K	﹤0.01%	880
2024 Q4	$829K	Sell	12,999 -396	-3%	-$25.3K	﹤0.01%	758
2024 Q3	$390K	Buy	+13,395	New	+$390K	﹤0.01%	801