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WealthPLAN Partners’s General Mills GIS Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-33
Closed -$2.53K – 620
2023
Q2 		$2.53K Buy
+33
New +$2.82K ﹤0.01% 1041
2018
Q1 		– Sell
-3,410
Closed -$202K – 271
2017
Q4 		$202K Buy
+3,410
New +$184K 0.05% 206
2017
Q2 		– Sell
-69
Closed -$4.02K – 275
2017
Q1 		$4.02K Buy
+69
New +$4.22K 0.01% 367
2016
Q3 		$59.3K Sell
940
-737
-44% -$51.3K 0.02% 306
2016
Q2 		$67.9K Buy
+1,677
New +$107K 0.01% 767
2015
Q4 		$47.3K Buy
+2,006
New +$115K 0.01% 641
2015
Q2 		$5K Buy
+88
New +$4.93K ﹤0.01% 343

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return