SOA Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2K | Buy |
390
+236
| +153% | +$12.2K | ﹤0.01% | 501 |
|
|
2025
Q1 | $9.24K | Sell |
154
-50
| -25% | -$3K | ﹤0.01% | 570 |
|
|
2024
Q4 | $13K | Buy |
204
+50
| +32% | +$3.2K | ﹤0.01% | 519 |
|
|
2024
Q3 | $11.4K | Hold |
154
| – | – | ﹤0.01% | 525 |
|
|
2024
Q2 | $9.76K | Sell |
154
-148
| -49% | -$9.38K | ﹤0.01% | 543 |
|
|
2024
Q1 | $21.2K | Hold |
302
| – | – | ﹤0.01% | 439 |
|
|
2023
Q4 | $19.7K | Sell |
302
-17
| -5% | -$1.11K | ﹤0.01% | 435 |
|
|
2023
Q3 | $20.4K | Buy |
319
+148
| +87% | +$9.48K | 0.01% | 418 |
|
|
2023
Q2 | $13.1K | Hold |
171
| – | – | ﹤0.01% | 497 |
|
|
2023
Q1 | $14.6K | Sell |
171
-30
| -15% | -$2.57K | ﹤0.01% | 478 |
|
|
2022
Q4 | $16.9K | Hold |
201
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $15K | Hold |
201
| – | – | ﹤0.01% | 440 |
|
|
2022
Q2 | $15K | Sell |
201
-223
| -53% | -$16.6K | ﹤0.01% | 433 |
|
|
2022
Q1 | $28K | Sell |
424
-63
| -13% | -$4.16K | 0.01% | 397 |
|
|
2021
Q4 | $32K | Sell |
487
-16
| -3% | -$1.05K | 0.01% | 366 |
|
|
2021
Q3 | $30K | Sell |
503
-31
| -6% | -$1.85K | 0.01% | 383 |
|
|
2021
Q2 | $32K | Sell |
534
-75
| -12% | -$4.49K | 0.01% | 378 |
|
|
2021
Q1 | $37K | Sell |
609
-24
| -4% | -$1.46K | 0.01% | 304 |
|
|
2020
Q4 | $36K | Buy |
+633
| New | +$36K | 0.01% | 306 |
|