Retirement Planning Company of New England’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
$269K Buy
5,197
+220
+4% +$11.4K 0.12% 191
2025
Q1
$298K Buy
4,977
+22
+0.4% +$1.32K 0.15% 171
2024
Q4
$316K Sell
4,955
-42
-0.8% -$2.68K 0.15% 170
2024
Q3
$369K Buy
4,997
+63
+1% +$4.65K 0.18% 147
2024
Q2
$312K Buy
4,934
+251
+5% +$15.9K 0.17% 153
2024
Q1
$328K Sell
4,683
-311
-6% -$21.8K 0.18% 157
2023
Q4
$325K Buy
4,994
+301
+6% +$19.6K 0.15% 162
2023
Q3
$300K Sell
4,693
-339
-7% -$21.7K 0.17% 136
2023
Q2
$386K Sell
5,032
-93
-2% -$7.13K 0.22% 126
2023
Q1
$438K Buy
5,125
+9
+0.2% +$769 0.27% 115
2022
Q4
$429K Sell
5,116
-26
-0.5% -$2.18K 0.28% 113
2022
Q3
$393K Sell
5,142
-35
-0.7% -$2.68K 0.28% 113
2022
Q2
$390K Sell
5,177
-136
-3% -$10.2K 0.27% 119
2022
Q1
$359K Sell
5,313
-132
-2% -$8.92K 0.2% 142
2021
Q4
$366K Buy
+5,445
New +$366K 0.18% 140