Lifeworks Advisors’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 | $628K | Buy |
12,119
+7
| +0.1% | +$363 | 0.09% | 169 |
|
|
2025
Q1 | $724K | Buy |
12,112
+1,878
| +18% | +$112K | 0.12% | 150 |
|
|
2024
Q4 | $653K | Buy |
+10,234
| New | +$653K | 0.12% | 144 |
|
|
2023
Q2 | – | Sell |
-2,947
| Closed | -$252K | – | 159 |
|
|
2023
Q1 | $252K | Sell |
2,947
-400
| -12% | -$34.2K | 0.12% | 128 |
|
|
2022
Q4 | $281K | Hold |
3,347
| – | – | 0.16% | 98 |
|
|
2022
Q3 | $273K | Buy |
+3,347
| New | +$273K | 0.16% | 108 |
|