Legacy Financial Advisors’s General Mills GIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,164	Closed	-$249K	–	367
2025 Q1	$249K	Sell	4,164 -76	-2%	-$4.57K	0.04%	307
2024 Q4	$270K	Sell	4,240 -106	-2%	-$7.11K	0.04%	288
2024 Q3	$321K	Buy	4,346 +183	+4%	+$12.7K	0.05%	266
2024 Q2	$263K	Buy	+4,163	New	+$286K	0.05%	279
2023 Q3	–	Sell	-2,631	Closed	-$202K	–	277
2023 Q2	$202K	Sell	2,631 -265	-9%	-$22.6K	0.04%	250
2023 Q1	$248K	Sell	2,896 -175	-6%	-$14K	0.05%	212
2022 Q4	$258K	Buy	+3,071	New	+$250K	0.06%	199
2019 Q2	–	Sell	-1,386	Closed	-$72K	–	420
2019 Q1	$72K	Buy	1,386 +92	+7%	+$4.17K	0.02%	218
2018 Q4	$50K	Buy	1,294 +576	+80%	+$24.3K	0.02%	242
2018 Q3	$30K	Hold	718	–	–	0.01%	311
2018 Q2	$32K	Sell	718 -269	-27%	-$11.8K	0.01%	303
2018 Q1	$43K	Buy	987 +339	+52%	+$18.4K	0.02%	260
2017 Q4	$38K	Buy	+648	New	+$35K	0.02%	281