TFA
Transamerica Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
2,508
-82
| -3% | -$4.25K | 0.01% | 256 |
|
|
2025
Q1 | $155K | Sell |
2,590
-4
| -0.2% | -$239 | 0.02% | 235 |
|
|
2024
Q4 | $166K | Buy |
2,594
+35
| +1% | +$2.24K | 0.02% | 229 |
|
|
2024
Q3 | $189K | Sell |
2,559
-49
| -2% | -$3.62K | 0.02% | 228 |
|
|
2024
Q2 | $165K | Hold |
2,608
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $183K | Sell |
2,608
-1,574
| -38% | -$110K | 0.02% | 221 |
|
|
2023
Q4 | $273K | Sell |
4,182
-322
| -7% | -$21K | 0.04% | 222 |
|
|
2023
Q3 | $289K | Sell |
4,504
-137
| -3% | -$8.79K | 0.04% | 196 |
|
|
2023
Q2 | $356K | Sell |
4,641
-245
| -5% | -$18.8K | 0.05% | 198 |
|
|
2023
Q1 | $418K | Sell |
4,886
-1,617
| -25% | -$138K | 0.06% | 192 |
|
|
2022
Q4 | $546K | Buy |
6,503
+326
| +5% | +$27.4K | 0.08% | 160 |
|
|
2022
Q3 | $474K | Sell |
6,177
-2,224
| -26% | -$171K | 0.07% | 164 |
|
|
2022
Q2 | $634K | Buy |
+8,401
| New | +$634K | 0.09% | 155 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 155 |
|
|
2021
Q2 | $1K | Sell |
5
-5
| -50% | -$1K | 0.02% | 131 |
|
|
2021
Q1 | $1K | Sell |
10
-3
| -23% | -$300 | 0.02% | 150 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | 0.02% | 141 |
|
|
2020
Q3 | $1K | Sell |
13
-6,099
| -100% | -$469K | 0.02% | 157 |
|
|
2020
Q2 | $377K | Buy |
+6,112
| New | +$377K | 0.08% | 118 |
|
|
2019
Q3 | – | Sell |
-2,663
| Closed | -$140K | – | 257 |
|
|
2019
Q2 | $140K | Buy |
+2,663
| New | +$140K | 0.03% | 196 |
|
|
2019
Q1 | – | Sell |
-2,928
| Closed | -$114K | – | 230 |
|
|
2018
Q4 | $114K | Sell |
2,928
-656
| -18% | -$25.5K | 0.03% | 173 |
|
|
2018
Q3 | $154K | Buy |
3,584
+76
| +2% | +$3.27K | 0.03% | 188 |
|
|
2018
Q2 | $156K | Sell |
3,508
-100,349
| -97% | -$4.46M | 0.03% | 191 |
|
|
2018
Q1 | $4.68M | Sell |
103,857
-11,224
| -10% | -$506K | 0.69% | 49 |
|
|
2017
Q4 | $6.82M | Sell |
115,081
-9,434
| -8% | -$559K | 0.9% | 31 |
|
|
2017
Q3 | $6.45M | Sell |
124,515
-3,446
| -3% | -$178K | 0.8% | 41 |
|
|
2017
Q2 | $7.09M | Buy |
127,961
+6,990
| +6% | +$387K | 0.96% | 32 |
|
|
2017
Q1 | $7.14M | Sell |
120,971
-472
| -0.4% | -$27.9K | 0.86% | 30 |
|
|
2016
Q4 | $7.5M | Buy |
121,443
+2,479
| +2% | +$153K | 0.89% | 31 |
|
|
2016
Q3 | $7.6M | Buy |
118,964
+10,853
| +10% | +$693K | 0.82% | 34 |
|
|
2016
Q2 | $7.71M | Buy |
108,111
+44,340
| +70% | +$3.16M | 0.78% | 30 |
|
|
2016
Q1 | $4.04M | Buy |
63,771
+7,174
| +13% | +$454K | 0.34% | 74 |
|
|
2015
Q4 | $3.26M | Buy |
56,597
+3,557
| +7% | +$205K | 0.24% | 82 |
|
|
2015
Q3 | $2.98M | Buy |
53,040
+1,517
| +3% | +$85.2K | 0.24% | 83 |
|
|
2015
Q2 | $2.87M | Buy |
51,523
+3,954
| +8% | +$220K | 0.21% | 98 |
|
|
2015
Q1 | $2.69M | Buy |
47,569
+31,964
| +205% | +$1.81M | 0.19% | 100 |
|
|
2014
Q4 | $833K | Buy |
15,605
+1,548
| +11% | +$82.6K | 0.07% | 143 |
|
|
2014
Q3 | $710K | Buy |
14,057
+54
| +0.4% | +$2.73K | 0.06% | 139 |
|
|
2014
Q2 | $736K | Buy |
14,003
+4,226
| +43% | +$222K | 0.06% | 145 |
|
|
2014
Q1 | $507K | Buy |
9,777
+8,700
| +808% | +$451K | 0.05% | 157 |
|
|
2013
Q4 | $54K | Sell |
1,077
-6,278
| -85% | -$315K | 0.01% | 338 |
|
|
2013
Q3 | $353K | Buy |
7,355
+1,600
| +28% | +$76.8K | 0.05% | 173 |
|
|
2013
Q2 | $280K | Buy |
+5,755
| New | +$280K | 0.05% | 177 |
|