Ullmann Wealth Partners Group’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 |
-2,998
| Closed | -$221K | – | 139 |
|
|
2024
Q3 | $221K | Buy |
+2,998
| New | +$221K | 0.03% | 123 |
|
|
2024
Q2 | – | Sell |
-2,934
| Closed | -$205K | – | 111 |
|
|
2024
Q1 | $205K | Buy |
+2,934
| New | +$205K | 0.03% | 109 |
|
|
2023
Q3 | – | Sell |
-3,001
| Closed | -$230K | – | 99 |
|
|
2023
Q2 | $230K | Buy |
3,001
+10
| +0.3% | +$767 | 0.05% | 94 |
|
|
2023
Q1 | $256K | Sell |
2,991
-32
| -1% | -$2.73K | 0.06% | 78 |
|
|
2022
Q4 | $254K | Buy |
+3,023
| New | +$254K | 0.06% | 74 |
|