WI
WBI Investments’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-27,447
| Closed | -$1.75M | – | 257 |
|
2024
Q4 | $1.75M | Buy |
+27,447
| New | +$1.75M | 0.44% | 73 |
|
2024
Q2 | – | Sell |
-23,136
| Closed | -$1.62M | – | 190 |
|
2024
Q1 | $1.62M | Buy |
+23,136
| New | +$1.62M | 0.34% | 79 |
|
2023
Q2 | – | Sell |
-40,762
| Closed | -$3.48M | – | 198 |
|
2023
Q1 | $3.48M | Buy |
40,762
+13,412
| +49% | +$1.15M | 0.7% | 33 |
|
2022
Q4 | $2.29M | Buy |
27,350
+16,214
| +146% | +$1.36M | 0.49% | 57 |
|
2022
Q3 | $853K | Sell |
11,136
-83,644
| -88% | -$6.41M | 0.25% | 61 |
|
2022
Q2 | $6.94M | Buy |
94,780
+32,461
| +52% | +$2.38M | 1.5% | 20 |
|
2022
Q1 | $4.12M | Buy |
+62,319
| New | +$4.12M | 0.67% | 48 |
|
2021
Q1 | – | Sell |
-60,334
| Closed | -$3.55M | – | 201 |
|
2020
Q4 | $3.55M | Buy |
+60,334
| New | +$3.55M | 0.54% | 45 |
|
2019
Q4 | – | Sell |
-22,219
| Closed | -$1.23M | – | 214 |
|
2019
Q3 | $1.23M | Sell |
22,219
-8,530
| -28% | -$470K | 0.12% | 119 |
|
2019
Q2 | $1.62M | Sell |
30,749
-161,560
| -84% | -$8.49M | 0.14% | 128 |
|
2019
Q1 | $9.95M | Buy |
192,309
+87,013
| +83% | +$4.5M | 0.77% | 29 |
|
2018
Q4 | $4.1M | Sell |
105,296
-32,771
| -24% | -$1.28M | 0.46% | 31 |
|
2018
Q3 | $5.93M | Sell |
138,067
-314,307
| -69% | -$13.5M | 0.32% | 62 |
|
2018
Q2 | $20M | Buy |
452,374
+412,769
| +1,042% | +$18.3M | 1.06% | 23 |
|
2018
Q1 | $1.79M | Buy |
+39,605
| New | +$1.79M | 0.09% | 117 |
|
2014
Q3 | – | Sell |
-414,287
| Closed | -$21.8M | – | 181 |
|
2014
Q2 | $21.8M | Sell |
414,287
-437,336
| -51% | -$23M | 0.93% | 36 |
|
2014
Q1 | $44.1M | Buy |
851,623
+85,262
| +11% | +$4.42M | 1.94% | 11 |
|
2013
Q4 | $38.2M | Buy |
+766,361
| New | +$38.2M | 1.69% | 16 |
|