Marcum Wealth’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,343
| Closed | -$214K | – | 393 |
|
|
2023
Q3 | $214K | Sell |
3,343
-1,420
| -30% | -$90.9K | 0.03% | 306 |
|
|
2023
Q2 | $365K | Sell |
4,763
-1,208
| -20% | -$92.7K | 0.04% | 214 |
|
|
2023
Q1 | $510K | Sell |
5,971
-187
| -3% | -$16K | 0.06% | 172 |
|
|
2022
Q4 | $516K | Buy |
6,158
+1,112
| +22% | +$93.2K | 0.07% | 163 |
|
|
2022
Q3 | $387K | Buy |
5,046
+317
| +7% | +$24.3K | 0.06% | 193 |
|
|
2022
Q2 | $357K | Sell |
4,729
-97
| -2% | -$7.32K | 0.05% | 210 |
|
|
2022
Q1 | $327K | Buy |
4,826
+180
| +4% | +$12.2K | 0.05% | 233 |
|
|
2021
Q4 | $313K | Sell |
4,646
-54
| -1% | -$3.64K | 0.04% | 247 |
|
|
2021
Q3 | $281K | Buy |
4,700
+83
| +2% | +$4.96K | 0.04% | 250 |
|
|
2021
Q2 | $281K | Buy |
4,617
+64
| +1% | +$3.9K | 0.05% | 228 |
|
|
2021
Q1 | $279K | Buy |
+4,553
| New | +$279K | 0.05% | 230 |
|