LWM
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Liberty Wealth Management’s General Mills GIS Stock Holding History

Liberty Wealth Management’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,139
Closed -$70K – 532
2021
Q3 		$70K Buy
1,139
+577
+103% +$34.1K 0.03% 356
2021
Q2 		$34K Sell
562
-255
-31% -$15.8K 0.01% 398
2021
Q1 		$47K Hold
817
– – 0.02% 289
2020
Q4 		$47K Buy
817
+561
+219% +$33.9K 0.02% 286
2020
Q3 		$16K Buy
256
+2
+0.8% +$125 0.01% 436
2020
Q2 		$16K Sell
254
-63
-20% -$3.8K 0.01% 415
2020
Q1 		$17K Sell
317
-16
-5% -$845 0.01% 383
2019
Q4 		$18K Sell
333
-752
-69% -$39.6K 0.01% 427
2019
Q3 		$60K Sell
1,085
-255
-19% -$13.7K 0.06% 201
2019
Q2 		$70K Sell
1,340
-250
-16% -$12.9K 0.06% 204
2019
Q1 		$82K Buy
1,590
+95
+6% +$4.3K 0.06% 161
2018
Q4 		$58K Buy
+1,495
New +$63.2K 0.04% 174

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return