MGIA
Moneta Group Investment Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
8,812
-502
| -5% | -$26K | 0.01% | 455 |
|
|
2025
Q1 | $557K | Buy |
9,314
+507
| +6% | +$30.3K | 0.01% | 394 |
|
|
2024
Q4 | $562K | Sell |
8,807
-300
| -3% | -$19.1K | 0.01% | 387 |
|
|
2024
Q3 | $673K | Buy |
9,107
+165
| +2% | +$12.2K | 0.01% | 347 |
|
|
2024
Q2 | $566K | Sell |
8,942
-1,293
| -13% | -$81.8K | 0.01% | 360 |
|
|
2024
Q1 | $716K | Buy |
10,235
+1,098
| +12% | +$76.8K | 0.01% | 316 |
|
|
2023
Q4 | $595K | Buy |
9,137
+455
| +5% | +$29.6K | 0.01% | 315 |
|
|
2023
Q3 | $556K | Sell |
8,682
-1,199
| -12% | -$76.7K | 0.01% | 295 |
|
|
2023
Q2 | $758K | Sell |
9,881
-3,401
| -26% | -$261K | 0.02% | 259 |
|
|
2023
Q1 | $1.14M | Buy |
13,282
+4,282
| +48% | +$366K | 0.03% | 204 |
|
|
2022
Q4 | $705K | Buy |
9,000
+46
| +0.5% | +$3.6K | 0.02% | 251 |
|
|
2022
Q3 | $686K | Sell |
8,954
-496
| -5% | -$38K | 0.03% | 229 |
|
|
2022
Q2 | $713K | Buy |
9,450
+265
| +3% | +$20K | 0.02% | 250 |
|
|
2022
Q1 | $622K | Sell |
9,185
-150
| -2% | -$10.2K | 0.02% | 263 |
|
|
2021
Q4 | $629K | Sell |
9,335
-879
| -9% | -$59.2K | 0.03% | 262 |
|
|
2021
Q3 | $611K | Sell |
10,214
-6,362
| -38% | -$381K | 0.03% | 256 |
|
|
2021
Q2 | $1.01M | Buy |
16,576
+774
| +5% | +$47.2K | 0.05% | 195 |
|
|
2021
Q1 | $969K | Buy |
15,802
+7,588
| +92% | +$465K | 0.05% | 182 |
|
|
2020
Q4 | $483K | Sell |
8,214
-2,243
| -21% | -$132K | 0.03% | 198 |
|
|
2020
Q3 | $645K | Buy |
10,457
+416
| +4% | +$25.7K | 0.06% | 151 |
|
|
2020
Q2 | $619K | Buy |
10,041
+1,172
| +13% | +$72.3K | 0.06% | 139 |
|
|
2020
Q1 | $468K | Buy |
8,869
+299
| +3% | +$15.8K | 0.05% | 154 |
|
|
2019
Q4 | $459K | Sell |
8,570
-429
| -5% | -$23K | 0.04% | 175 |
|
|
2019
Q3 | $496K | Buy |
8,999
+450
| +5% | +$24.8K | 0.05% | 169 |
|
|
2019
Q2 | $449K | Buy |
8,549
+85
| +1% | +$4.46K | 0.04% | 162 |
|
|
2019
Q1 | $438K | Sell |
8,464
-473
| -5% | -$24.5K | 0.05% | 150 |
|
|
2018
Q4 | $348K | Sell |
8,937
-2,909
| -25% | -$113K | 0.04% | 161 |
|
|
2018
Q3 | $508K | Sell |
11,846
-4,110
| -26% | -$176K | 0.05% | 147 |
|
|
2018
Q2 | $706K | Buy |
15,956
+9,458
| +146% | +$418K | 0.08% | 141 |
|
|
2018
Q1 | $293K | Buy |
6,498
+1,922
| +42% | +$86.7K | 0.04% | 155 |
|
|
2017
Q4 | $271K | Buy |
4,576
+245
| +6% | +$14.5K | 0.04% | 159 |
|
|
2017
Q3 | $224K | Sell |
4,331
-4,915
| -53% | -$254K | 0.03% | 183 |
|
|
2017
Q2 | $512K | Buy |
9,246
+3,765
| +69% | +$208K | 0.08% | 121 |
|
|
2017
Q1 | $323K | Buy |
5,481
+307
| +6% | +$18.1K | 0.06% | 117 |
|
|
2016
Q4 | $320K | Buy |
5,174
+1,018
| +24% | +$63K | 0.07% | 117 |
|
|
2016
Q3 | $265K | Sell |
4,156
-8,550
| -67% | -$545K | 0.06% | 114 |
|
|
2016
Q2 | $906K | Buy |
12,706
+2,820
| +29% | +$201K | 0.2% | 71 |
|
|
2016
Q1 | $626K | Buy |
9,886
+5,430
| +122% | +$344K | 0.14% | 89 |
|
|
2015
Q4 | $257K | Sell |
4,456
-980
| -18% | -$56.5K | 0.06% | 113 |
|
|
2015
Q3 | $305K | Buy |
+5,436
| New | +$305K | 0.08% | 100 |
|