WA
Waverly Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
5,671
-361
| -6% | -$18.7K | ﹤0.01% | 973 |
|
|
2025
Q1 | $361K | Buy |
6,032
+1,960
| +48% | +$117K | ﹤0.01% | 870 |
|
|
2024
Q4 | $260K | Sell |
4,072
-49
| -1% | -$3.13K | ﹤0.01% | 860 |
|
|
2024
Q3 | $304K | Sell |
4,121
-78
| -2% | -$5.76K | 0.01% | 681 |
|
|
2024
Q2 | $266K | Sell |
4,199
-2,434
| -37% | -$154K | 0.01% | 693 |
|
|
2024
Q1 | $464K | Buy |
6,633
+251
| +4% | +$17.6K | 0.01% | 494 |
|
|
2023
Q4 | $416K | Sell |
6,382
-157
| -2% | -$10.2K | 0.02% | 320 |
|
|
2023
Q3 | $418K | Sell |
6,539
-5,020
| -43% | -$321K | 0.02% | 281 |
|
|
2023
Q2 | $887K | Buy |
11,559
+13
| +0.1% | +$997 | 0.04% | 195 |
|
|
2023
Q1 | $987K | Sell |
11,546
-10,958
| -49% | -$936K | 0.05% | 147 |
|
|
2022
Q4 | $1.89M | Hold |
22,504
| – | – | 0.1% | 94 |
|
|
2022
Q3 | $1.72M | Buy |
+22,504
| New | +$1.72M | 0.12% | 81 |
|
|
2016
Q1 | – | Sell |
-5,380
| Closed | -$310K | – | 108 |
|
|
2015
Q4 | $310K | Buy |
+5,380
| New | +$310K | 0.13% | 87 |
|
|
2015
Q1 | – | Sell |
-216
| Closed | -$12K | – | 372 |
|
|
2014
Q4 | $12K | Sell |
216
-167
| -44% | -$9.28K | 0.01% | 277 |
|
|
2014
Q3 | $19K | Buy |
383
+94
| +33% | +$4.66K | 0.01% | 345 |
|
|
2014
Q2 | $15K | Sell |
289
-265
| -48% | -$13.8K | 0.01% | 375 |
|
|
2014
Q1 | $29K | Sell |
554
-5,090
| -90% | -$266K | 0.01% | 279 |
|
|
2013
Q4 | $282K | Buy |
5,644
+167
| +3% | +$8.34K | 0.1% | 119 |
|
|
2013
Q3 | $262K | Hold |
5,477
| – | – | 0.13% | 79 |
|
|
2013
Q2 | $266K | Buy |
+5,477
| New | +$266K | 0.15% | 76 |
|