Modera 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 | $761K | Buy |
14,696
+130
| +0.9% | +$6.74K | 0.01% | 367 |
|
|
2025
Q1 | $871K | Sell |
14,566
-1,516
| -9% | -$90.6K | 0.01% | 341 |
|
|
2024
Q4 | $1.03M | Sell |
16,082
-470
| -3% | -$30K | 0.01% | 325 |
|
|
2024
Q3 | $1.22M | Sell |
16,552
-798
| -5% | -$58.9K | 0.02% | 280 |
|
|
2024
Q2 | $1.1M | Buy |
17,350
+53
| +0.3% | +$3.35K | 0.02% | 283 |
|
|
2024
Q1 | $1.21M | Sell |
17,297
-470
| -3% | -$32.9K | 0.02% | 274 |
|
|
2023
Q4 | $1.16M | Buy |
17,767
+185
| +1% | +$12.1K | 0.02% | 277 |
|
|
2023
Q3 | $1.13M | Sell |
17,582
-170
| -1% | -$10.9K | 0.02% | 270 |
|
|
2023
Q2 | $1.36M | Buy |
17,752
+15,154
| +583% | +$1.16M | 0.02% | 259 |
|
|
2023
Q1 | $222K | Buy |
2,598
+6
| +0.2% | +$513 | 0.01% | 322 |
|
|
2022
Q4 | $217K | Buy |
+2,592
| New | +$217K | 0.01% | 323 |
|
|
2022
Q3 | – | Sell |
-2,867
| Closed | -$216K | – | 327 |
|
|
2022
Q2 | $216K | Sell |
2,867
-336
| -10% | -$25.3K | 0.01% | 307 |
|
|
2022
Q1 | $217K | Sell |
3,203
-3,702
| -54% | -$251K | 0.01% | 332 |
|
|
2021
Q4 | $465K | Buy |
+6,905
| New | +$465K | 0.02% | 296 |
|
|
2016
Q3 | – | Sell |
-3,064
| Closed | -$219K | – | 114 |
|
|
2016
Q2 | $219K | Buy |
+3,064
| New | +$219K | 0.08% | 94 |
|