Strategic Wealth Partners’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 | $18K | Buy |
+347
| New | +$18K | ﹤0.01% | 668 |
|
|
2023
Q3 | – | Sell |
-4,394
| Closed | -$337K | – | 289 |
|
|
2023
Q2 | $337K | Buy |
4,394
+188
| +4% | +$14.4K | 0.04% | 237 |
|
|
2023
Q1 | $359K | Buy |
+4,206
| New | +$359K | 0.06% | 200 |
|
|
2019
Q4 | – | Sell |
-403
| Closed | -$21 | – | 272 |
|
|
2019
Q3 | $21 | Sell |
403
-40
| -9% | -$2 | ﹤0.01% | 378 |
|
|
2019
Q2 | $23K | Sell |
443
-112
| -20% | -$5.82K | 0.01% | 313 |
|
|
2019
Q1 | $28K | Hold |
555
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $23K | Hold |
555
| – | – | 0.01% | 316 |
|
|
2018
Q3 | $24K | Sell |
555
-73
| -12% | -$3.16K | 0.01% | 309 |
|
|
2018
Q2 | $28K | Sell |
628
-7,916
| -93% | -$353K | 0.02% | 321 |
|
|
2018
Q1 | $385K | Sell |
8,544
-1,814
| -18% | -$81.7K | 0.2% | 125 |
|
|
2017
Q4 | $537K | Buy |
+10,358
| New | +$537K | 0.3% | 107 |
|