Symphony Financial’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,265
| Closed | -$317K | – | 232 |
|
|
2024
Q3 | $317K | Sell |
4,265
-3,042
| -42% | -$226K | 0.05% | 179 |
|
|
2024
Q2 | $466K | Sell |
7,307
-57
| -0.8% | -$3.63K | 0.09% | 140 |
|
|
2024
Q1 | $515K | Buy |
7,364
+24
| +0.3% | +$1.68K | 0.12% | 116 |
|
|
2023
Q4 | $461K | Sell |
7,340
-10,219
| -58% | -$642K | 0.1% | 136 |
|
|
2023
Q3 | $1.1M | Sell |
17,559
-1,892
| -10% | -$118K | 0.27% | 65 |
|
|
2023
Q2 | $1.48M | Sell |
19,451
-2,029
| -9% | -$155K | 0.36% | 60 |
|
|
2023
Q1 | $1.82M | Buy |
21,480
+4,285
| +25% | +$364K | 0.47% | 49 |
|
|
2022
Q4 | $1.44M | Buy |
17,195
+5,823
| +51% | +$488K | 0.38% | 57 |
|
|
2022
Q3 | $884K | Buy |
11,372
+13
| +0.1% | +$1.01K | 0.29% | 78 |
|
|
2022
Q2 | $849K | Sell |
11,359
-21,941
| -66% | -$1.64M | 0.25% | 83 |
|
|
2022
Q1 | $2.32M | Sell |
33,300
-688
| -2% | -$48K | 0.55% | 39 |
|
|
2021
Q4 | $2.29M | Buy |
33,988
+3,068
| +10% | +$206K | 0.63% | 33 |
|
|
2021
Q3 | $1.88M | Sell |
30,920
-1,517
| -5% | -$92.2K | 0.65% | 34 |
|
|
2021
Q2 | $1.98M | Sell |
32,437
-220
| -0.7% | -$13.4K | 0.67% | 36 |
|
|
2021
Q1 | $2.02M | Buy |
32,657
+9,228
| +39% | +$570K | 0.53% | 36 |
|
|
2020
Q4 | $1.38M | Sell |
23,429
-2,418
| -9% | -$143K | 0.5% | 39 |
|
|
2020
Q3 | $1.59M | Buy |
+25,847
| New | +$1.59M | 0.65% | 34 |
|