Reilly Financial Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $29K | Sell |
423
-108
| -20% | -$7.4K | ﹤0.01% | 501 |
|
|
2021
Q3 | $32K | Sell |
531
-70
| -12% | -$4.22K | ﹤0.01% | 447 |
|
|
2021
Q2 | $37K | Sell |
601
-94
| -14% | -$5.79K | ﹤0.01% | 423 |
|
|
2021
Q1 | $43K | Buy |
695
+94
| +16% | +$5.82K | ﹤0.01% | 383 |
|
|
2020
Q4 | $35K | Hold |
601
| – | – | ﹤0.01% | 387 |
|
|
2020
Q3 | $37K | Hold |
601
| – | – | ﹤0.01% | 345 |
|
|
2020
Q2 | $37K | Hold |
601
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $32K | Sell |
601
-350
| -37% | -$18.6K | ﹤0.01% | 361 |
|
|
2019
Q4 | $51K | Sell |
951
-136
| -13% | -$7.29K | 0.01% | 333 |
|
|
2019
Q3 | $60K | Buy |
1,087
+144
| +15% | +$7.95K | 0.01% | 323 |
|
|
2019
Q2 | $50K | Buy |
943
+34
| +4% | +$1.8K | 0.01% | 359 |
|
|
2019
Q1 | $47K | Hold |
909
| – | – | 0.01% | 365 |
|
|
2018
Q4 | $35K | Sell |
909
-230
| -20% | -$8.86K | 0.01% | 392 |
|
|
2018
Q3 | $49K | Buy |
1,139
+2
| +0.2% | +$86 | 0.01% | 366 |
|
|
2018
Q2 | $50K | Buy |
1,137
+3
| +0.3% | +$132 | 0.01% | 316 |
|
|
2018
Q1 | $51K | Buy |
1,134
+2
| +0.2% | +$90 | 0.01% | 299 |
|
|
2017
Q4 | $67K | Buy |
1,132
+2
| +0.2% | +$118 | 0.01% | 282 |
|
|
2017
Q3 | $58K | Buy |
1,130
+2
| +0.2% | +$103 | 0.01% | 285 |
|
|
2017
Q2 | $62K | Buy |
1,128
+619
| +122% | +$34K | 0.01% | 277 |
|
|
2017
Q1 | $30K | Hold |
509
| – | – | ﹤0.01% | 391 |
|
|
2016
Q4 | $31K | Buy |
509
+159
| +45% | +$9.68K | 0.01% | 359 |
|
|
2016
Q3 | $22K | Hold |
350
| – | – | ﹤0.01% | 395 |
|
|
2016
Q2 | $25K | Hold |
350
| – | – | ﹤0.01% | 349 |
|
|
2016
Q1 | $22K | Sell |
350
-100
| -22% | -$6.29K | ﹤0.01% | 425 |
|
|
2015
Q4 | $26K | Sell |
450
-514
| -53% | -$29.7K | ﹤0.01% | 396 |
|
|
2015
Q3 | $54K | Sell |
964
-400
| -29% | -$22.4K | 0.01% | 375 |
|
|
2015
Q2 | $76K | Buy |
1,364
+400
| +41% | +$22.3K | 0.01% | 339 |
|
|
2015
Q1 | $55K | Hold |
964
| – | – | 0.01% | 400 |
|
|
2014
Q4 | $51K | Hold |
964
| – | – | 0.01% | 260 |
|
|
2014
Q3 | $49K | Sell |
964
-650
| -40% | -$33K | 0.01% | 263 |
|
|
2014
Q2 | $85K | Hold |
1,614
| – | – | 0.02% | 200 |
|
|
2014
Q1 | $84K | Buy |
1,614
+1,014
| +169% | +$52.8K | 0.02% | 194 |
|
|
2013
Q4 | $30K | Sell |
600
-200
| -25% | -$10K | 0.01% | 323 |
|
|
2013
Q3 | $38K | Hold |
800
| – | – | 0.01% | 254 |
|
|
2013
Q2 | $39K | Buy |
+800
| New | +$39K | 0.01% | 256 |
|