Marshall Financial Group (Maryland)’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 |
-9,949
| Closed | -$637K | – | 182 |
|
|
2023
Q3 | $637K | Buy |
9,949
+194
| +2% | +$12.4K | 0.23% | 113 |
|
|
2023
Q2 | $748K | Buy |
9,755
+460
| +5% | +$35.3K | 0.26% | 103 |
|
|
2023
Q1 | $794K | Sell |
9,295
-2,675
| -22% | -$229K | 0.28% | 91 |
|
|
2022
Q4 | $1M | Buy |
+11,970
| New | +$1M | 0.39% | 86 |
|
|
2022
Q1 | – | Sell |
-21,522
| Closed | -$1.45M | – | 211 |
|
|
2021
Q4 | $1.45M | Buy |
21,522
+17,170
| +395% | +$1.16M | 0.53% | 53 |
|
|
2021
Q3 | $260K | Buy |
+4,352
| New | +$260K | 0.13% | 153 |
|