Wealth Effects’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,013
| Closed | -$1.72M | – | 208 |
|
|
2024
Q4 | $1.72M | Sell |
27,013
-1,082
| -4% | -$69K | 0.61% | 31 |
|
|
2024
Q3 | $2.07M | Sell |
28,095
-451
| -2% | -$33.3K | 0.73% | 27 |
|
|
2024
Q2 | $1.81M | Sell |
28,546
-470
| -2% | -$29.7K | 0.65% | 31 |
|
|
2024
Q1 | $2.03M | Buy |
29,016
+817
| +3% | +$57.2K | 0.75% | 21 |
|
|
2023
Q4 | $1.84M | Buy |
28,199
+5,030
| +22% | +$328K | 0.69% | 24 |
|
|
2023
Q3 | $1.48M | Buy |
23,169
+5,920
| +34% | +$379K | 0.73% | 28 |
|
|
2023
Q2 | $1.32M | Sell |
17,249
-693
| -4% | -$53.2K | 0.58% | 40 |
|
|
2023
Q1 | $1.53M | Sell |
17,942
-91
| -0.5% | -$7.78K | 0.79% | 27 |
|
|
2022
Q4 | $1.51M | Sell |
18,033
-266
| -1% | -$22.3K | 0.86% | 25 |
|
|
2022
Q3 | $1.4M | Sell |
18,299
-253
| -1% | -$19.4K | 0.86% | 25 |
|
|
2022
Q2 | $1.4M | Sell |
18,552
-102
| -0.5% | -$7.7K | 0.84% | 26 |
|
|
2022
Q1 | $1.26M | Buy |
18,654
+210
| +1% | +$14.2K | 0.59% | 38 |
|
|
2021
Q4 | $1.24M | Buy |
+18,444
| New | +$1.24M | 0.52% | 47 |
|