OneDigital 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 | $487K | Sell |
9,406
-649
| -6% | -$33.6K | 0.01% | 908 |
|
|
2025
Q1 | $601K | Sell |
10,055
-3,143
| -24% | -$188K | 0.01% | 792 |
|
|
2024
Q4 | $842K | Buy |
13,198
+3,012
| +30% | +$192K | 0.01% | 692 |
|
|
2024
Q3 | $752K | Buy |
10,186
+838
| +9% | +$61.9K | 0.01% | 766 |
|
|
2024
Q2 | $591K | Buy |
9,348
+485
| +5% | +$30.7K | 0.01% | 828 |
|
|
2024
Q1 | $620K | Buy |
8,863
+114
| +1% | +$7.98K | 0.01% | 666 |
|
|
2023
Q4 | $570K | Buy |
8,749
+450
| +5% | +$29.3K | 0.01% | 668 |
|
|
2023
Q3 | $531K | Sell |
8,299
-83
| -1% | -$5.31K | 0.01% | 619 |
|
|
2023
Q2 | $643K | Sell |
8,382
-467
| -5% | -$35.8K | 0.01% | 547 |
|
|
2023
Q1 | $756K | Buy |
8,849
+645
| +8% | +$55.1K | 0.02% | 474 |
|
|
2022
Q4 | $688K | Buy |
8,204
+447
| +6% | +$37.5K | 0.02% | 442 |
|
|
2022
Q3 | $594K | Sell |
7,757
-5,502
| -41% | -$421K | 0.02% | 415 |
|
|
2022
Q2 | $1M | Sell |
13,259
-2,461
| -16% | -$186K | 0.04% | 258 |
|
|
2022
Q1 | $1.07M | Buy |
15,720
+9,573
| +156% | +$649K | 0.04% | 260 |
|
|
2021
Q4 | $414K | Sell |
6,147
-4,094
| -40% | -$276K | 0.01% | 493 |
|
|
2021
Q3 | $613K | Buy |
10,241
+3,083
| +43% | +$185K | 0.02% | 369 |
|
|
2021
Q2 | $436K | Buy |
7,158
+2,540
| +55% | +$155K | 0.02% | 441 |
|
|
2021
Q1 | $283K | Sell |
4,618
-288
| -6% | -$17.6K | 0.01% | 522 |
|
|
2020
Q4 | $288K | Sell |
4,906
-113
| -2% | -$6.63K | 0.02% | 493 |
|
|
2020
Q3 | $310K | Sell |
5,019
-2,037
| -29% | -$126K | 0.02% | 416 |
|
|
2020
Q2 | $435K | Sell |
7,056
-140
| -2% | -$8.63K | 0.03% | 338 |
|
|
2020
Q1 | $380K | Buy |
7,196
+730
| +11% | +$38.5K | 0.03% | 315 |
|
|
2019
Q4 | $346K | Buy |
6,466
+255
| +4% | +$13.6K | 0.03% | 375 |
|
|
2019
Q3 | $342K | Buy |
6,211
+3,846
| +163% | +$212K | 0.03% | 355 |
|
|
2019
Q2 | $124K | Sell |
2,365
-150
| -6% | -$7.87K | 0.01% | 442 |
|
|
2019
Q1 | $130K | Hold |
2,515
| – | – | 0.02% | 333 |
|
|
2018
Q4 | $98K | Buy |
2,515
+675
| +37% | +$26.3K | 0.02% | 340 |
|
|
2018
Q3 | $79K | Hold |
1,840
| – | – | 0.02% | 312 |
|
|
2018
Q2 | $81K | Buy |
1,840
+480
| +35% | +$21.1K | 0.02% | 375 |
|
|
2018
Q1 | $61K | Sell |
1,360
-621
| -31% | -$27.9K | 0.01% | 467 |
|
|
2017
Q4 | $117K | Sell |
1,981
-132
| -6% | -$7.8K | 0.01% | 311 |
|
|
2017
Q3 | $109K | Sell |
2,113
-570
| -21% | -$29.4K | 0.04% | 217 |
|
|
2017
Q2 | $149K | Buy |
+2,683
| New | +$149K | 0.04% | 239 |
|