PDS Planning’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 | – | Sell |
-3,711
| Closed | -$222K | – | 523 |
|
|
2025
Q1 | $222K | Sell |
3,711
-400
| -10% | -$23.9K | 0.02% | 406 |
|
|
2024
Q4 | $262K | Sell |
4,111
-124
| -3% | -$7.91K | 0.02% | 330 |
|
|
2024
Q3 | $313K | Sell |
4,235
-82
| -2% | -$6.06K | 0.03% | 283 |
|
|
2024
Q2 | $273K | Buy |
4,317
+100
| +2% | +$6.33K | 0.03% | 285 |
|
|
2024
Q1 | $295K | Buy |
4,217
+139
| +3% | +$9.73K | 0.03% | 266 |
|
|
2023
Q4 | $266K | Buy |
4,078
+626
| +18% | +$40.8K | 0.03% | 259 |
|
|
2023
Q3 | $221K | Sell |
3,452
-119
| -3% | -$7.62K | 0.03% | 282 |
|
|
2023
Q2 | $274K | Buy |
3,571
+280
| +9% | +$21.5K | 0.04% | 234 |
|
|
2023
Q1 | $281K | Buy |
+3,291
| New | +$281K | 0.04% | 210 |
|