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Wealth Advisors of Tampa Bay’s General Mills GIS Stock Holding History

Wealth Advisors of Tampa Bay’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$23.9K – 110
2025
Q1 		$23.9K Buy
+400
New +$24K 0.01% 146
2022
Q1 		– Sell
-92,498
Closed -$6.23M – 108
2021
Q4 		$6.23M Buy
92,498
+45,007
+95% +$2.86M 1.53% 28
2021
Q3 		$2.84M Buy
47,491
+802
+2% +$47.4K 1.57% 27
2021
Q2 		$2.85M Sell
46,689
-835
-2% -$51.6K 1.58% 28
2021
Q1 		$2.91M Buy
47,524
+935
+2% +$54K 1.72% 22
2020
Q4 		$2.74M Buy
46,589
+160
+0.3% +$9.68K 1.91% 21
2020
Q3 		$2.86M Buy
46,429
+207
+0.4% +$12.9K 2.13% 16
2020
Q2 		$2.85M Sell
46,222
-1,221
-3% -$73.6K 2.38% 14
2020
Q1 		$2.5M Buy
47,443
+78
+0.2% +$4.12K 2.81% 10
2019
Q4 		$2.54M Sell
47,365
-465
-1% -$24.5K 2.34% 17
2019
Q3 		$2.64M Sell
47,830
-6,092
-11% -$328K 2.19% 17
2019
Q2 		$2.83M Sell
53,922
-2,015
-4% -$104K 2.06% 18
2019
Q1 		$2.9M Sell
55,937
-3,319
-6% -$150K 2.1% 21
2018
Q4 		$2.31M Buy
59,256
+2,726
+5% +$115K 1.87% 22
2018
Q3 		$2.43M Buy
+56,530
New +$2.56M 1.71% 27

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth Advisors of Tampa Bay's GIS Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of General Mills (GIS) in Q2 2025, closing a stake of 400 shares — an estimated $23.9K sold.

Wealth Advisors of Tampa Bay first reported a position in GIS in Q3 2018 and held it in 15 quarters. The position peaked at $6.23M in Q4 2021. 1,462 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 400 General Mills shares in Q2 2025, an estimated $23.9K.
  • Wealth Advisors of Tampa Bay first reported a position in General Mills in Q3 2018 and held it in 15 quarters.
  • Wealth Advisors of Tampa Bay's General Mills position peaked at $6.23M in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.