Surevest’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.57M | Sell |
59,630
-602
| -1% | -$46.1K | 1.24% | 18 |
|
|
2022
Q2 | $4.55M | Buy |
60,232
+1,512
| +3% | +$114K | 1.19% | 19 |
|
|
2022
Q1 | $3.98M | Sell |
58,720
-15,745
| -21% | -$1.07M | 0.96% | 39 |
|
|
2021
Q4 | $5.02M | Sell |
74,465
-640
| -0.9% | -$43.1K | 1.19% | 34 |
|
|
2021
Q3 | $4.49M | Buy |
75,105
+4,811
| +7% | +$288K | 1.14% | 43 |
|
|
2021
Q2 | $4.28M | Buy |
70,294
+1,776
| +3% | +$108K | 1.12% | 50 |
|
|
2021
Q1 | $4.2M | Buy |
68,518
+4,967
| +8% | +$305K | 1.27% | 47 |
|
|
2020
Q4 | $3.74M | Buy |
63,551
+3,378
| +6% | +$199K | 1.25% | 45 |
|
|
2020
Q3 | $3.71M | Buy |
60,173
+3,178
| +6% | +$196K | 1.46% | 25 |
|
|
2020
Q2 | $3.51M | Buy |
56,995
+767
| +1% | +$47.3K | 1.55% | 14 |
|
|
2020
Q1 | $2.97M | Buy |
56,228
+5,958
| +12% | +$314K | 1.61% | 8 |
|
|
2019
Q4 | $2.69M | Buy |
50,270
+9,354
| +23% | +$501K | 1.15% | 16 |
|
|
2019
Q3 | $2.26M | Sell |
40,916
-1,533
| -4% | -$84.5K | 1.11% | 22 |
|
|
2019
Q2 | $2.23M | Sell |
42,449
-9,719
| -19% | -$510K | 1.16% | 24 |
|
|
2019
Q1 | $2.7M | Buy |
52,168
+6,411
| +14% | +$332K | 1.66% | 17 |
|
|
2018
Q4 | $1.78M | Buy |
+45,757
| New | +$1.78M | 1.41% | 25 |
|