Perigon Wealth Management’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 | $859K | Sell |
16,585
-2,920
| -15% | -$151K | 0.02% | 513 |
|
|
2025
Q1 | $1.17M | Buy |
19,505
+2,565
| +15% | +$153K | 0.03% | 417 |
|
|
2024
Q4 | $1M | Buy |
16,940
+1,620
| +11% | +$95.8K | 0.02% | 444 |
|
|
2024
Q3 | $1.13M | Sell |
15,320
-4,133
| -21% | -$305K | 0.03% | 398 |
|
|
2024
Q2 | $1.23M | Sell |
19,453
-2,605
| -12% | -$165K | 0.04% | 325 |
|
|
2024
Q1 | $1.54M | Sell |
22,058
-6,313
| -22% | -$442K | 0.05% | 285 |
|
|
2023
Q4 | $1.85M | Sell |
28,371
-3,723
| -12% | -$243K | 0.06% | 234 |
|
|
2023
Q3 | $2.05M | Buy |
32,094
+243
| +0.8% | +$15.6K | 0.08% | 203 |
|
|
2023
Q2 | $2.44M | Buy |
31,851
+8,638
| +37% | +$663K | 0.1% | 189 |
|
|
2023
Q1 | $1.98M | Buy |
23,213
+513
| +2% | +$43.8K | 0.11% | 179 |
|
|
2022
Q4 | $1.9M | Buy |
22,700
+5,315
| +31% | +$446K | 0.12% | 177 |
|
|
2022
Q3 | $1.33M | Buy |
17,385
+74
| +0.4% | +$5.67K | 0.12% | 169 |
|
|
2022
Q2 | $1.31M | Sell |
17,311
-1,747
| -9% | -$132K | 0.11% | 181 |
|
|
2022
Q1 | $1.29M | Buy |
19,058
+793
| +4% | +$53.7K | 0.09% | 193 |
|
|
2021
Q4 | $1.23M | Buy |
18,265
+1,498
| +9% | +$101K | 0.09% | 194 |
|
|
2021
Q3 | $1M | Buy |
16,767
+187
| +1% | +$11.2K | 0.09% | 199 |
|
|
2021
Q2 | $1.01M | Sell |
16,580
-615
| -4% | -$37.5K | 0.09% | 197 |
|
|
2021
Q1 | $1.05M | Sell |
17,195
-214
| -1% | -$13.1K | 0.11% | 176 |
|
|
2020
Q4 | $1.02M | Sell |
17,409
-2,591
| -13% | -$152K | 0.12% | 143 |
|
|
2020
Q3 | $1.23M | Buy |
20,000
+5,328
| +36% | +$329K | 0.17% | 102 |
|
|
2020
Q2 | $905K | Buy |
14,672
+475
| +3% | +$29.3K | 0.14% | 116 |
|
|
2020
Q1 | $815K | Sell |
14,197
-12
| -0.1% | -$689 | 0.15% | 113 |
|
|
2019
Q4 | $747K | Buy |
14,209
+308
| +2% | +$16.2K | 0.15% | 109 |
|
|
2019
Q3 | $745K | Buy |
13,901
+3,132
| +29% | +$168K | 0.18% | 94 |
|
|
2019
Q2 | $566K | Sell |
10,769
-463
| -4% | -$24.3K | 0.13% | 115 |
|
|
2019
Q1 | $570K | Buy |
11,232
+1,800
| +19% | +$91.3K | 0.13% | 114 |
|
|
2018
Q4 | $413K | Buy |
+9,432
| New | +$413K | 0.11% | 136 |
|
|
2018
Q2 | – | Sell |
-3,803
| Closed | -$171K | – | 385 |
|
|
2018
Q1 | $171K | Hold |
3,803
| – | – | 0.06% | 177 |
|
|
2017
Q4 | $225K | Hold |
3,803
| – | – | 0.08% | 138 |
|
|
2017
Q3 | $197K | Buy |
+3,803
| New | +$197K | 0.06% | 200 |
|