Mount Yale Investment Advisors’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 | $279K | Sell |
5,389
-13
| -0.2% | -$674 | 0.02% | 476 |
|
|
2025
Q1 | $323K | Sell |
5,402
-587
| -10% | -$35.1K | 0.03% | 415 |
|
|
2024
Q4 | $382K | Buy |
+5,989
| New | +$382K | 0.03% | 388 |
|
|
2024
Q3 | – | Sell |
-7,258
| Closed | -$459K | – | 556 |
|
|
2024
Q2 | $459K | Buy |
7,258
+746
| +11% | +$47.2K | 0.04% | 359 |
|
|
2024
Q1 | $456K | Buy |
+6,512
| New | +$456K | 0.04% | 375 |
|
|
2020
Q4 | – | Sell |
-82,918
| Closed | -$5.11M | – | 404 |
|
|
2020
Q3 | $5.11M | Sell |
82,918
-3,581
| -4% | -$221K | 0.73% | 22 |
|
|
2020
Q2 | $5.33M | Sell |
86,499
-55,790
| -39% | -$3.44M | 0.96% | 19 |
|
|
2020
Q1 | $7.51M | Sell |
142,289
-1,412
| -1% | -$74.5K | 1.69% | 9 |
|
|
2019
Q4 | $7.5M | Buy |
+143,701
| New | +$7.5M | 1.3% | 19 |
|
|
2019
Q2 | – | Sell |
-169,223
| Closed | -$8.76M | – | 314 |
|
|
2019
Q1 | $8.76M | Buy |
169,223
+2,423
| +1% | +$125K | 1.64% | 8 |
|
|
2018
Q4 | $7.34M | Buy |
166,800
+165,072
| +9,553% | +$7.26M | 1.49% | 14 |
|
|
2018
Q3 | $76K | Buy |
1,728
+1,402
| +430% | +$61.7K | 0.01% | 520 |
|
|
2018
Q2 | $14K | Sell |
326
-47
| -13% | -$2.02K | ﹤0.01% | 841 |
|
|
2018
Q1 | $17K | Buy |
+373
| New | +$17K | ﹤0.01% | 790 |
|