Summit Trail Advisors’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 | $644K | Buy |
+12,424
| New | +$644K | 0.01% | 637 |
|
|
2024
Q4 | – | Sell |
-5,311
| Closed | -$392K | – | 528 |
|
|
2024
Q3 | $392K | Sell |
5,311
-1,903
| -26% | -$141K | 0.01% | 464 |
|
|
2024
Q2 | $456K | Buy |
7,214
+2,312
| +47% | +$146K | 0.01% | 390 |
|
|
2024
Q1 | $343K | Sell |
4,902
-892
| -15% | -$62.4K | 0.01% | 422 |
|
|
2023
Q4 | $377K | Buy |
5,794
+730
| +14% | +$47.6K | 0.01% | 336 |
|
|
2023
Q3 | $324K | Buy |
5,064
+545
| +12% | +$34.9K | 0.01% | 358 |
|
|
2023
Q2 | $347K | Buy |
4,519
+1,533
| +51% | +$118K | 0.01% | 343 |
|
|
2023
Q1 | $255K | Buy |
+2,986
| New | +$255K | 0.01% | 351 |
|
|
2018
Q1 | – | Sell |
-6,612
| Closed | -$394K | – | 902 |
|
|
2017
Q4 | $394K | Buy |
+6,612
| New | +$394K | 0.05% | 265 |
|