TrueWealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,820
| Closed | -$242K | – | 230 |
|
|
2024
Q2 | $242K | Sell |
3,820
-205
| -5% | -$13K | 0.09% | 199 |
|
|
2024
Q1 | $282K | Sell |
4,025
-29
| -0.7% | -$2.03K | 0.11% | 161 |
|
|
2023
Q4 | $264K | Buy |
4,054
+217
| +6% | +$14.1K | 0.1% | 155 |
|
|
2023
Q3 | $246K | Buy |
3,837
+158
| +4% | +$10.1K | 0.1% | 158 |
|
|
2023
Q2 | $282K | Buy |
3,679
+93
| +3% | +$7.13K | 0.12% | 137 |
|
|
2023
Q1 | $306K | Buy |
3,586
+631
| +21% | +$53.9K | 0.13% | 130 |
|
|
2022
Q4 | $248K | Buy |
+2,955
| New | +$248K | 0.11% | 150 |
|