Planning Capital Management Corporation’s General Mills GIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$37.5K Buy
507
+193
+61% +$13.4K 0.02% 210
2024
Q2
$19.9K Hold
314
0.01% 283
2024
Q1
$22K Hold
314
0.02% 274
2023
Q4
$20.5K Buy
+314
New +$20.3K 0.02% 290

Other funds holding GIS

Planning Capital Management Corporation's GIS Position: Q3 2024 in Review

Planning Capital Management Corporation increased its General Mills (GIS) stake by 61% in Q3 2024, buying an estimated $13.4K and bringing the position to 507 shares worth $37.5K. The position accounts for 0.02% of the portfolio, ranked #210.

Planning Capital Management Corporation first reported a position in GIS in Q4 2023 and has held it in 4 quarters since. 1,569 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

  • Planning Capital Management Corporation held 507 shares of General Mills worth $37.5K as of Q3 2024.
  • Planning Capital Management Corporation bought 193 General Mills shares in Q3 2024, an estimated $13.4K.
  • General Mills made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #210 holding.
  • Planning Capital Management Corporation first reported a position in General Mills in Q4 2023 and has held it in 4 quarters since.
  • 1,569 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.