OFS
OneAscent Financial Services’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,325
| Closed | -$276K | – | 503 |
|
2024
Q4 | $276K | Buy |
+4,325
| New | +$276K | 0.02% | 376 |
|
2023
Q2 | – | Sell |
-4,682
| Closed | -$400K | – | 159 |
|
2023
Q1 | $400K | Buy |
4,682
+205
| +5% | +$17.5K | 0.16% | 81 |
|
2022
Q4 | $375K | Buy |
+4,477
| New | +$375K | 0.16% | 78 |
|