Private Wealth Advisors (Pennsylvania)’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $469K | Sell |
7,976
-745
| -9% | -$43.8K | 0.27% | 68 |
|
|
2020
Q3 | $538K | Sell |
8,721
-814
| -9% | -$50.2K | 0.34% | 54 |
|
|
2020
Q2 | $588K | Hold |
9,535
| – | – | 0.4% | 50 |
|
|
2020
Q1 | $568K | Sell |
9,535
-283
| -3% | -$16.9K | 0.43% | 47 |
|
|
2019
Q4 | $520K | Sell |
9,818
-885
| -8% | -$46.9K | 0.28% | 77 |
|
|
2019
Q3 | $590K | Buy |
10,703
+4
| +0% | +$220 | 0.3% | 80 |
|
|
2019
Q2 | $562K | Sell |
10,699
-170
| -2% | -$8.93K | 0.2% | 95 |
|
|
2019
Q1 | $562K | Hold |
10,869
| – | – | 0.21% | 98 |
|
|
2018
Q4 | $423K | Hold |
10,869
| – | – | 0.18% | 103 |
|
|
2018
Q3 | $467K | Buy |
10,869
+43
| +0.4% | +$1.85K | 0.17% | 100 |
|
|
2018
Q2 | $479K | Buy |
10,826
+5
| +0% | +$221 | 0.19% | 96 |
|
|
2018
Q1 | $488K | Sell |
10,821
-516
| -5% | -$23.3K | 0.2% | 95 |
|
|
2017
Q4 | $672K | Buy |
11,337
+5
| +0% | +$296 | 0.26% | 89 |
|
|
2017
Q3 | $587K | Buy |
11,332
+4
| +0% | +$207 | 0.24% | 88 |
|
|
2017
Q2 | $628K | Sell |
11,328
-146
| -1% | -$8.09K | 0.27% | 86 |
|
|
2017
Q1 | $677K | Sell |
11,474
-297
| -3% | -$17.5K | 0.3% | 80 |
|
|
2016
Q4 | $727K | Sell |
11,771
-846
| -7% | -$52.3K | 0.34% | 72 |
|
|
2016
Q3 | $806K | Buy |
12,617
+193
| +2% | +$12.3K | 0.38% | 72 |
|
|
2016
Q2 | $886K | Sell |
12,424
-122
| -1% | -$8.7K | 0.43% | 65 |
|
|
2016
Q1 | $795K | Buy |
12,546
+4
| +0% | +$253 | 0.42% | 67 |
|
|
2015
Q4 | $723K | Sell |
12,542
-650
| -5% | -$37.5K | 0.41% | 66 |
|
|
2015
Q3 | $740K | Buy |
13,192
+4
| +0% | +$224 | 0.37% | 78 |
|
|
2015
Q2 | $735K | Sell |
13,188
-97
| -0.7% | -$5.41K | 0.33% | 79 |
|
|
2015
Q1 | $752K | Sell |
13,285
-252
| -2% | -$14.3K | 0.35% | 73 |
|
|
2014
Q4 | $722K | Sell |
13,537
-59
| -0.4% | -$3.15K | 0.35% | 73 |
|
|
2014
Q3 | $686K | Sell |
13,596
-297
| -2% | -$15K | 0.36% | 74 |
|
|
2014
Q2 | $730K | Sell |
13,893
-161
| -1% | -$8.46K | 0.37% | 74 |
|
|
2014
Q1 | $728K | Sell |
14,054
-20,842
| -60% | -$1.08M | 0.4% | 73 |
|
|
2013
Q4 | $1.74M | Sell |
34,896
-767
| -2% | -$38.3K | 0.95% | 36 |
|
|
2013
Q3 | $1.71M | Sell |
35,663
-352
| -1% | -$16.9K | 1.01% | 35 |
|
|
2013
Q2 | $1.75M | Buy |
+36,015
| New | +$1.75M | 1.09% | 33 |
|