ORG
Optimist Retirement Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
34,104
+1,026
| +3% | +$53.2K | 0.85% | 42 |
|
|
2025
Q1 | $1.98M | Buy |
33,078
+8,523
| +35% | +$510K | 0.99% | 39 |
|
|
2024
Q4 | $1.57M | Sell |
24,555
-3,807
| -13% | -$243K | 0.74% | 36 |
|
|
2024
Q3 | $2.09M | Buy |
28,362
+4,528
| +19% | +$334K | 0.95% | 37 |
|
|
2024
Q2 | $1.51M | Buy |
23,834
+1,606
| +7% | +$102K | 0.79% | 42 |
|
|
2024
Q1 | $1.56M | Buy |
22,228
+4,245
| +24% | +$297K | 0.8% | 40 |
|
|
2023
Q4 | $1.17M | Buy |
+17,983
| New | +$1.17M | 0.76% | 30 |
|