Univest Financial’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,105
| Closed | -$439K | – | 121 |
|
|
2019
Q4 | $439K | Buy |
+7,105
| New | +$439K | 0.19% | 72 |
|
|
2017
Q4 | – | Sell |
-8,706
| Closed | -$451K | – | 97 |
|
|
2017
Q3 | $451K | Buy |
8,706
+560
| +7% | +$29K | 0.19% | 68 |
|
|
2017
Q2 | $451K | Buy |
8,146
+386
| +5% | +$21.4K | 0.19% | 71 |
|
|
2017
Q1 | $458K | Buy |
7,760
+655
| +9% | +$38.7K | 0.2% | 66 |
|
|
2016
Q4 | $439K | Buy |
7,105
+572
| +9% | +$35.3K | 0.19% | 72 |
|
|
2016
Q3 | $417K | Buy |
6,533
+547
| +9% | +$34.9K | 0.19% | 69 |
|
|
2016
Q2 | $427K | Sell |
5,986
-478
| -7% | -$34.1K | 0.19% | 67 |
|
|
2016
Q1 | $409K | Buy |
6,464
+626
| +11% | +$39.6K | 0.19% | 66 |
|
|
2015
Q4 | $337K | Sell |
5,838
-172
| -3% | -$9.93K | 0.15% | 78 |
|
|
2015
Q3 | $337K | Buy |
6,010
+88
| +1% | +$4.93K | 0.16% | 72 |
|
|
2015
Q2 | $330K | Sell |
5,922
-1,622
| -22% | -$90.4K | 0.15% | 71 |
|
|
2015
Q1 | $427K | Sell |
7,544
-1,016
| -12% | -$57.5K | 0.19% | 68 |
|
|
2014
Q4 | $457K | Sell |
8,560
-42,316
| -83% | -$2.26M | 0.2% | 64 |
|
|
2014
Q3 | $2.57M | Sell |
50,876
-1,245
| -2% | -$62.8K | 1.2% | 51 |
|
|
2014
Q2 | $2.74M | Sell |
52,121
-1,195
| -2% | -$62.8K | 1.29% | 46 |
|
|
2014
Q1 | $2.76M | Sell |
53,316
-9,399
| -15% | -$487K | 1.38% | 42 |
|
|
2013
Q4 | $3.13M | Buy |
62,715
+1,519
| +2% | +$75.8K | 1.54% | 24 |
|
|
2013
Q3 | $2.93M | Buy |
61,196
+1,414
| +2% | +$67.8K | 1.56% | 29 |
|
|
2013
Q2 | $2.9M | Buy |
+59,782
| New | +$2.9M | 1.59% | 25 |
|