Successful Portfolios’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,004
| Closed | -$210K | – | 164 |
|
|
2024
Q1 | $210K | Sell |
3,004
-129
| -4% | -$8.4K | 0.14% | 153 |
|
|
2023
Q4 | $204K | Hold |
3,133
| – | – | 0.15% | 153 |
|
|
2023
Q3 | $200K | Hold |
3,133
| – | – | 0.18% | 135 |
|
|
2023
Q2 | $240K | Sell |
3,133
-1,225
| -28% | -$105K | 0.21% | 113 |
|
|
2023
Q1 | $372K | Sell |
4,358
-600
| -12% | -$47.9K | 0.23% | 107 |
|
|
2022
Q4 | $416K | Buy |
4,958
+250
| +5% | +$20.4K | 0.27% | 101 |
|
|
2022
Q3 | $361K | Hold |
4,708
| – | – | 0.26% | 98 |
|
|
2022
Q2 | $355K | Sell |
4,708
-9
| -0.2% | -$630 | 0.24% | 110 |
|
|
2022
Q1 | $319K | Hold |
4,717
| – | – | 0.18% | 141 |
|
|
2021
Q4 | $318K | Sell |
4,717
-38
| -0.8% | -$2.41K | 0.17% | 138 |
|
|
2021
Q3 | $284K | Sell |
4,755
-50
| -1% | -$2.96K | 0.17% | 147 |
|
|
2021
Q2 | $293K | Hold |
4,805
| – | – | 0.18% | 147 |
|
|
2021
Q1 | $295K | Buy |
4,805
+100
| +2% | +$5.77K | 0.19% | 134 |
|
|
2020
Q4 | $277K | Sell |
4,705
-35
| -0.7% | -$2.12K | 0.2% | 136 |
|
|
2020
Q3 | $292K | Sell |
4,740
-180
| -4% | -$11.3K | 0.23% | 116 |
|
|
2020
Q2 | $303K | Buy |
4,920
+238
| +5% | +$14.4K | 0.27% | 105 |
|
|
2020
Q1 | $247K | Buy |
4,682
+210
| +5% | +$11.1K | 0.25% | 109 |
|
|
2019
Q4 | $240K | Sell |
4,472
-402
| -8% | -$21.2K | 0.21% | 125 |
|
|
2019
Q3 | $269K | Buy |
4,874
+451
| +10% | +$24.3K | 0.25% | 112 |
|
|
2019
Q2 | $232K | Sell |
4,423
-158
| -3% | -$8.16K | 0.25% | 114 |
|
|
2019
Q1 | $237K | Buy |
+4,581
| New | +$207K | 0.26% | 109 |
|
|
2018
Q1 | – | Sell |
-3,589
| Closed | -$213K | – | 133 |
|
|
2017
Q4 | $213K | Buy |
+3,589
| New | +$194K | 0.26% | 117 |
|
Other funds holding GIS
