Wealthcare Advisory Partners’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 | $364K | Sell |
7,023
-90
| -1% | -$4.66K | 0.01% | 729 |
|
|
2025
Q1 | $425K | Sell |
7,113
-5,111
| -42% | -$306K | 0.01% | 627 |
|
|
2024
Q4 | $780K | Sell |
12,224
-28
| -0.2% | -$1.79K | 0.02% | 477 |
|
|
2024
Q3 | $905K | Buy |
12,252
+5,201
| +74% | +$384K | 0.03% | 446 |
|
|
2024
Q2 | $446K | Buy |
7,051
+1,533
| +28% | +$97K | 0.01% | 562 |
|
|
2024
Q1 | $386K | Buy |
+5,518
| New | +$386K | 0.01% | 603 |
|
|
2023
Q3 | – | Sell |
-3,327
| Closed | -$255K | – | 721 |
|
|
2023
Q2 | $255K | Sell |
3,327
-87
| -3% | -$6.67K | 0.01% | 614 |
|
|
2023
Q1 | $292K | Sell |
3,414
-132
| -4% | -$11.3K | 0.01% | 583 |
|
|
2022
Q4 | $297K | Buy |
+3,546
| New | +$297K | 0.01% | 546 |
|
|
2021
Q2 | – | Sell |
-3,061
| Closed | -$188K | – | 1062 |
|
|
2021
Q1 | $188K | Buy |
+3,061
| New | +$188K | 0.01% | 499 |
|
|
2020
Q2 | – | Sell |
-2,922
| Closed | -$154K | – | 744 |
|
|
2020
Q1 | $154K | Sell |
2,922
-954
| -25% | -$50.3K | 0.02% | 307 |
|
|
2019
Q4 | $208K | Buy |
3,876
+13
| +0.3% | +$698 | 0.03% | 293 |
|
|
2019
Q3 | $213K | Sell |
3,863
-42
| -1% | -$2.32K | 0.03% | 263 |
|
|
2019
Q2 | $205K | Sell |
3,905
-174
| -4% | -$9.13K | 0.03% | 268 |
|
|
2019
Q1 | $211K | Sell |
4,079
-484
| -11% | -$25K | 0.04% | 235 |
|
|
2018
Q4 | $178K | Sell |
4,563
-10
| -0.2% | -$390 | 0.03% | 220 |
|
|
2018
Q3 | $196K | Sell |
4,573
-247
| -5% | -$10.6K | 0.04% | 225 |
|
|
2018
Q2 | $213K | Sell |
4,820
-1,711
| -26% | -$75.6K | 0.04% | 204 |
|
|
2018
Q1 | $294K | Sell |
6,531
-2,148
| -25% | -$96.7K | 0.07% | 160 |
|
|
2017
Q4 | $515K | Sell |
8,679
-1,016
| -10% | -$60.3K | 0.13% | 92 |
|
|
2017
Q3 | $502K | Buy |
+9,695
| New | +$502K | 0.15% | 82 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$12K | – | 117 |
|
|
2017
Q1 | $12K | Hold |
200
| – | – | 0.01% | 73 |
|
|
2016
Q4 | $12K | Hold |
200
| – | – | 0.01% | 77 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | 0.01% | 62 |
|
|
2016
Q2 | $14K | Buy |
+200
| New | +$14K | 0.01% | 72 |
|