SlateStone Wealth’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 | $704K | Buy |
13,584
+1,808
| +15% | +$93.7K | 0.07% | 179 |
|
2025
Q1 | $704K | Buy |
11,776
+471
| +4% | +$28.2K | 0.07% | 173 |
|
2024
Q4 | $721K | Buy |
11,305
+478
| +4% | +$30.5K | 0.07% | 179 |
|
2024
Q3 | $800K | Buy |
10,827
+883
| +9% | +$65.2K | 0.07% | 176 |
|
2024
Q2 | $629K | Buy |
9,944
+1,027
| +12% | +$65K | 0.07% | 185 |
|
2024
Q1 | $624K | Buy |
8,917
+738
| +9% | +$51.6K | 0.06% | 182 |
|
2023
Q4 | $533K | Sell |
8,179
-108
| -1% | -$7.04K | 0.07% | 161 |
|
2023
Q3 | $530K | Buy |
8,287
+1,258
| +18% | +$80.5K | 0.08% | 149 |
|
2023
Q2 | $539K | Sell |
7,029
-643
| -8% | -$49.3K | 0.1% | 128 |
|
2023
Q1 | $656K | Buy |
7,672
+2,878
| +60% | +$246K | 0.14% | 117 |
|
2022
Q4 | $402K | Buy |
4,794
+195
| +4% | +$16.4K | 0.1% | 128 |
|
2022
Q3 | $352K | Buy |
4,599
+311
| +7% | +$23.8K | 0.09% | 137 |
|
2022
Q2 | $324K | Buy |
+4,288
| New | +$324K | 0.08% | 145 |
|