OAM
Occidental Asset Management’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-40,416
| Closed | -$2.42M | – | 266 |
|
2025
Q1 | $2.42M | Buy |
+40,416
| New | +$2.42M | 0.36% | 72 |
|
2017
Q1 | – | Sell |
-5,947
| Closed | -$367K | – | 130 |
|
2016
Q4 | $367K | Buy |
5,947
+2,375
| +66% | +$147K | 0.26% | 66 |
|
2016
Q3 | $228K | Buy |
3,572
+548
| +18% | +$35K | 0.19% | 84 |
|
2016
Q2 | $216K | Buy |
+3,024
| New | +$216K | 0.19% | 87 |
|