United Capital Financial Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.56M | Sell |
49,505
-5,091
| -9% | -$264K | 0.02% | 393 |
|
2025
Q1 | $3.26M | Sell |
54,596
-3,003
| -5% | -$180K | 0.03% | 340 |
|
2024
Q4 | $3.67M | Sell |
57,599
-5,543
| -9% | -$353K | 0.03% | 305 |
|
2024
Q3 | $4.66M | Sell |
63,142
-4,209
| -6% | -$311K | 0.04% | 275 |
|
2024
Q2 | $4.26M | Sell |
67,351
-9,412
| -12% | -$595K | 0.04% | 285 |
|
2024
Q1 | $5.37M | Sell |
76,763
-34,595
| -31% | -$2.42M | 0.04% | 272 |
|
2023
Q4 | $7.25M | Sell |
111,358
-203,440
| -65% | -$13.3M | 0.06% | 234 |
|
2023
Q3 | $20.1M | Sell |
314,798
-2,469
| -0.8% | -$158K | 0.13% | 151 |
|
2023
Q2 | $24.3M | Sell |
317,267
-8,315
| -3% | -$638K | 0.13% | 137 |
|
2023
Q1 | $27.8M | Buy |
325,582
+774
| +0.2% | +$66.1K | 0.16% | 127 |
|
2022
Q4 | $27.2M | Sell |
324,808
-2,136
| -0.7% | -$179K | 0.15% | 131 |
|
2022
Q3 | $25M | Buy |
326,944
+1,107
| +0.3% | +$84.8K | 0.15% | 134 |
|
2022
Q2 | $24.6M | Sell |
325,837
-2,530
| -0.8% | -$191K | 0.14% | 150 |
|
2022
Q1 | $22.2M | Buy |
328,367
+3,749
| +1% | +$254K | 0.11% | 178 |
|
2021
Q4 | $21.9M | Buy |
324,618
+8,312
| +3% | +$560K | 0.1% | 189 |
|
2021
Q3 | $18.9M | Buy |
316,306
+6,880
| +2% | +$412K | 0.09% | 194 |
|
2021
Q2 | $18.9M | Buy |
309,426
+8,172
| +3% | +$498K | 0.1% | 198 |
|
2021
Q1 | $18.5M | Buy |
301,254
+7,345
| +2% | +$450K | 0.1% | 193 |
|
2020
Q4 | $17.3M | Sell |
293,909
-15,541
| -5% | -$914K | 0.1% | 191 |
|
2020
Q3 | $19.1M | Buy |
309,450
+2,790
| +0.9% | +$172K | 0.12% | 180 |
|
2020
Q2 | $18.9M | Sell |
306,660
-10,396
| -3% | -$641K | 0.14% | 165 |
|
2020
Q1 | $16.7M | Sell |
317,056
-23,083
| -7% | -$1.22M | 0.14% | 159 |
|
2019
Q4 | $18.2M | Buy |
340,139
+24,529
| +8% | +$1.31M | 0.12% | 214 |
|
2019
Q3 | $17.4M | Sell |
315,610
-7,567
| -2% | -$417K | 0.12% | 203 |
|
2019
Q2 | $17M | Sell |
323,177
-1,613
| -0.5% | -$84.7K | 0.11% | 196 |
|
2019
Q1 | $16.8M | Buy |
324,790
+30,950
| +11% | +$1.6M | 0.12% | 189 |
|
2018
Q4 | $11.4M | Sell |
293,840
-1,990
| -0.7% | -$77.5K | 0.09% | 234 |
|
2018
Q3 | $12.7M | Buy |
295,830
+76,792
| +35% | +$3.3M | 0.09% | 250 |
|
2018
Q2 | $9.7M | Buy |
219,038
+163,491
| +294% | +$7.24M | 0.07% | 306 |
|
2018
Q1 | $2.5M | Sell |
55,547
-3,182
| -5% | -$143K | 0.02% | 532 |
|
2017
Q4 | $3.5M | Buy |
58,729
+11,074
| +23% | +$659K | 0.03% | 473 |
|
2017
Q3 | $2.47M | Sell |
47,655
-1,345
| -3% | -$69.6K | 0.02% | 527 |
|
2017
Q2 | $2.72M | Sell |
49,000
-8,563
| -15% | -$474K | 0.02% | 502 |
|
2017
Q1 | $3.4M | Sell |
57,563
-952
| -2% | -$56.2K | 0.03% | 442 |
|
2016
Q4 | $3.61M | Sell |
58,515
-1,971
| -3% | -$122K | 0.04% | 439 |
|
2016
Q3 | $3.86M | Buy |
60,486
+1,206
| +2% | +$77K | 0.04% | 433 |
|
2016
Q2 | $4.21M | Sell |
59,280
-3,015
| -5% | -$214K | 0.04% | 394 |
|
2016
Q1 | $3.95M | Sell |
62,295
-4,792
| -7% | -$304K | 0.04% | 385 |
|
2015
Q4 | $3.87M | Buy |
67,087
+6,128
| +10% | +$353K | 0.04% | 392 |
|
2015
Q3 | $3.42M | Sell |
60,959
-3,326
| -5% | -$187K | 0.04% | 401 |
|
2015
Q2 | $3.58M | Buy |
64,285
+4,624
| +8% | +$258K | 0.04% | 438 |
|
2015
Q1 | $3.3M | Buy |
59,661
+10,925
| +22% | +$605K | 0.04% | 439 |
|
2014
Q4 | $2.6M | Buy |
48,736
+3,571
| +8% | +$190K | 0.04% | 401 |
|
2014
Q3 | $2.28M | Sell |
45,165
-3,163
| -7% | -$160K | 0.04% | 414 |
|
2014
Q2 | $2.54M | Buy |
48,328
+10,554
| +28% | +$554K | 0.05% | 363 |
|
2014
Q1 | $1.96M | Buy |
37,774
+17,069
| +82% | +$884K | 0.04% | 361 |
|
2013
Q4 | $1.03M | Buy |
20,705
+5,570
| +37% | +$278K | 0.04% | 325 |
|
2013
Q3 | $725K | Sell |
15,135
-18,016
| -54% | -$863K | 0.02% | 387 |
|
2013
Q2 | $1.61M | Buy |
+33,151
| New | +$1.61M | 0.04% | 337 |
|