VHAM
Van Hulzen Asset Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
4,382
+30
| +0.7% | +$1.55K | 0.02% | 290 |
|
|
2025
Q1 | $260K | Buy |
4,352
+2,772
| +175% | +$166K | 0.02% | 265 |
|
|
2024
Q4 | $101K | Buy |
+1,580
| New | +$101K | 0.01% | 393 |
|
|
2024
Q2 | – | Sell |
-22,180
| Closed | -$1.55M | – | 320 |
|
|
2024
Q1 | $1.55M | Hold |
22,180
| – | – | 0.1% | 135 |
|
|
2023
Q4 | $1.45M | Buy |
22,180
+3,900
| +21% | +$254K | 0.1% | 132 |
|
|
2023
Q3 | $1.17M | Sell |
18,280
-268
| -1% | -$17.2K | 0.09% | 140 |
|
|
2023
Q2 | $1.42M | Buy |
+18,548
| New | +$1.42M | 0.12% | 104 |
|
|
2019
Q2 | – | Sell |
-24,437
| Closed | -$1.27M | – | 265 |
|
|
2019
Q1 | $1.27M | Buy |
24,437
+14,847
| +155% | +$769K | 0.34% | 67 |
|
|
2018
Q4 | $373K | Buy |
9,590
+4,657
| +94% | +$181K | 0.11% | 141 |
|
|
2018
Q3 | $212K | Hold |
4,933
| – | – | 0.06% | 211 |
|
|
2018
Q2 | $218K | Sell |
4,933
-7,936
| -62% | -$351K | 0.06% | 174 |
|
|
2018
Q1 | $580K | Buy |
12,869
+9,461
| +278% | +$426K | 0.18% | 102 |
|
|
2017
Q4 | $202K | Buy |
+3,408
| New | +$202K | 0.06% | 201 |
|
|
2017
Q3 | – | Sell |
-32,300
| Closed | -$1.79M | – | 184 |
|
|
2017
Q2 | $1.79M | Buy |
32,300
+1,800
| +6% | +$99.7K | 0.71% | 47 |
|
|
2017
Q1 | $1.8M | Buy |
+30,500
| New | +$1.8M | 0.82% | 44 |
|
|
2016
Q3 | – | Sell |
-39,405
| Closed | -$2.81M | – | 160 |
|
|
2016
Q2 | $2.81M | Sell |
39,405
-2,298
| -6% | -$164K | 1.6% | 20 |
|
|
2016
Q1 | $2.64M | Buy |
41,703
+3,203
| +8% | +$203K | 1.5% | 21 |
|
|
2015
Q4 | $2.22M | Buy |
+38,500
| New | +$2.22M | 1.38% | 24 |
|