Mission Wealth Management’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
$755K Sell
14,576
-441
-3% -$22.8K 0.02% 363
2025
Q1
$898K Buy
15,017
+388
+3% +$23.2K 0.02% 311
2024
Q4
$933K Buy
14,629
+97
+0.7% +$6.19K 0.02% 289
2024
Q3
$1.07M Buy
14,532
+411
+3% +$30.4K 0.03% 269
2024
Q2
$893K Buy
14,121
+1,847
+15% +$117K 0.02% 280
2024
Q1
$859K Sell
12,274
-664
-5% -$46.5K 0.02% 306
2023
Q4
$843K Buy
12,938
+1,277
+11% +$83.2K 0.03% 266
2023
Q3
$746K Buy
11,661
+650
+6% +$41.6K 0.03% 259
2023
Q2
$845K Buy
11,011
+1,060
+11% +$81.3K 0.03% 246
2023
Q1
$850K Buy
9,951
+685
+7% +$58.5K 0.04% 242
2022
Q4
$777K Buy
9,266
+870
+10% +$73K 0.04% 238
2022
Q3
$643K Buy
8,396
+1,027
+14% +$78.7K 0.03% 246
2022
Q2
$556K Buy
7,369
+4,131
+128% +$312K 0.03% 271
2022
Q1
$219K Sell
3,238
-3
-0.1% -$203 0.01% 460
2021
Q4
$218K Sell
3,241
-1,359
-30% -$91.4K 0.01% 477
2021
Q3
$275K Sell
4,600
-2,506
-35% -$150K 0.01% 409
2021
Q2
$433K Sell
7,106
-367
-5% -$22.4K 0.02% 305
2021
Q1
$458K Buy
7,473
+2,524
+51% +$155K 0.03% 272
2020
Q4
$291K Buy
+4,949
New +$291K 0.02% 339