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Lebenthal Global Advisors’s General Mills GIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,826
Closed -$242K 188
2024
Q2
$242K Sell
3,826
-10
-0.3% -$633 0.05% 168
2024
Q1
$268K Buy
3,836
+520
+16% +$36.4K 0.06% 167
2023
Q4
$216K Buy
+3,316
New +$216K 0.05% 180
2021
Q1
Sell
-1,094
Closed -$64K 299
2020
Q4
$64K Buy
+1,094
New +$64K 0.05% 224