Waldron Private Wealth’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 | $669K | Sell |
12,920
-18
| -0.1% | -$933 | 0.03% | 168 |
|
|
2025
Q1 | $774K | Buy |
12,938
+3,228
| +33% | +$193K | 0.04% | 152 |
|
|
2024
Q4 | $619K | Sell |
9,710
-389
| -4% | -$24.8K | 0.02% | 223 |
|
|
2024
Q3 | $746K | Buy |
+10,099
| New | +$746K | 0.03% | 196 |
|
|
2024
Q2 | – | Sell |
-2,983
| Closed | -$209K | – | 431 |
|
|
2024
Q1 | $209K | Sell |
2,983
-486
| -14% | -$34K | 0.01% | 391 |
|
|
2023
Q4 | $226K | Buy |
3,469
+176
| +5% | +$11.5K | 0.01% | 364 |
|
|
2023
Q3 | $211K | Buy |
3,293
+320
| +11% | +$20.5K | 0.01% | 350 |
|
|
2023
Q2 | $228K | Sell |
2,973
-537
| -15% | -$41.2K | 0.01% | 334 |
|
|
2023
Q1 | $300K | Buy |
3,510
+392
| +13% | +$33.5K | 0.01% | 326 |
|
|
2022
Q4 | $238K | Hold |
3,118
| – | – | 0.01% | 328 |
|
|
2022
Q3 | $238K | Buy |
+3,118
| New | +$238K | 0.01% | 330 |
|
|
2021
Q1 | – | Sell |
-3,476
| Closed | -$204K | – | 309 |
|
|
2020
Q4 | $204K | Buy |
+3,476
| New | +$204K | 0.02% | 278 |
|
|
2017
Q2 | – | Sell |
-7,128
| Closed | -$420K | – | 167 |
|
|
2017
Q1 | $420K | Buy |
+7,128
| New | +$420K | 0.11% | 123 |
|