Pinnacle Wealth Planning Services’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,616
| Closed | -$267K | – | 460 |
|
|
2024
Q3 | $267K | Buy |
3,616
+26
| +0.7% | +$1.92K | 0.04% | 341 |
|
|
2024
Q2 | $227K | Sell |
3,590
-30
| -0.8% | -$1.9K | 0.03% | 376 |
|
|
2024
Q1 | $253K | Buy |
3,620
+12
| +0.3% | +$840 | 0.04% | 350 |
|
|
2023
Q4 | $235K | Buy |
3,608
+52
| +1% | +$3.39K | 0.04% | 344 |
|
|
2023
Q3 | $228K | Sell |
3,556
-211
| -6% | -$13.5K | 0.04% | 327 |
|
|
2023
Q2 | $289K | Hold |
3,767
| – | – | 0.05% | 271 |
|
|
2023
Q1 | $322K | Sell |
3,767
-107
| -3% | -$9.14K | 0.05% | 253 |
|
|
2022
Q4 | $325K | Buy |
3,874
+135
| +4% | +$11.3K | 0.06% | 247 |
|
|
2022
Q3 | $286K | Hold |
3,739
| – | – | 0.05% | 249 |
|
|
2022
Q2 | $282K | Buy |
3,739
+217
| +6% | +$16.4K | 0.05% | 260 |
|
|
2022
Q1 | $239K | Sell |
3,522
-59
| -2% | -$4K | 0.04% | 324 |
|
|
2021
Q4 | $241K | Buy |
+3,581
| New | +$241K | 0.05% | 308 |
|
|
2021
Q1 | – | Sell |
-2,201
| Closed | -$129K | – | 978 |
|
|
2020
Q4 | $129K | Buy |
+2,201
| New | +$129K | 0.03% | 384 |
|