Pacific Capital Wealth 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
Q1 | – | Sell |
-854
| Closed | -$54.5K | – | 198 |
|
|
2024
Q4 | $54.5K | Hold |
854
| – | – | 0.01% | 141 |
|
|
2024
Q3 | $63.1K | Hold |
854
| – | – | 0.01% | 143 |
|
|
2024
Q2 | $54K | Hold |
854
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $59.8K | Hold |
854
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $55.6K | Buy |
+854
| New | +$55.6K | 0.01% | 126 |
|
|
2020
Q4 | – | Sell |
-854
| Closed | -$53K | – | 108 |
|
|
2020
Q3 | $53K | Buy |
+854
| New | +$53K | 0.03% | 102 |
|