Obermeyer Wealth Partners’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,750
| Closed | -$222K | – | 115 |
|
|
2017
Q4 | $222K | Buy |
+3,750
| New | +$222K | 0.02% | 114 |
|
|
2017
Q3 | – | Sell |
-3,750
| Closed | -$208K | – | 121 |
|
|
2017
Q2 | $208K | Hold |
3,750
| – | – | 0.02% | 120 |
|
|
2017
Q1 | $221K | Buy |
+3,750
| New | +$221K | 0.02% | 122 |
|
|
2015
Q1 | – | Sell |
-4,100
| Closed | -$219K | – | 144 |
|
|
2014
Q4 | $219K | Buy |
+4,100
| New | +$219K | 0.02% | 132 |
|