Laidlaw 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10,365
| Closed | -$795K | – | 308 |
|
2023
Q2 | $795K | Sell |
10,365
-4,281
| -29% | -$328K | 0.16% | 149 |
|
2023
Q1 | $1.25M | Buy |
14,646
+769
| +6% | +$65.7K | 0.26% | 103 |
|
2022
Q4 | $1.16M | Buy |
13,877
+2,901
| +26% | +$243K | 0.25% | 105 |
|
2022
Q3 | $841K | Buy |
10,976
+3,863
| +54% | +$296K | 0.2% | 124 |
|
2022
Q2 | $537K | Buy |
7,113
+3,044
| +75% | +$230K | 0.11% | 189 |
|
2022
Q1 | $276K | Sell |
4,069
-1,515
| -27% | -$103K | 0.05% | 317 |
|
2021
Q4 | $376K | Buy |
+5,584
| New | +$376K | 0.06% | 269 |
|