Wealthspire Advisors (Maryland)’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $560K | Sell |
9,076
-6,675
| -42% | -$412K | 0.02% | 245 |
|
|
2020
Q2 | $971K | Sell |
15,751
-189
| -1% | -$11.7K | 0.07% | 165 |
|
|
2020
Q1 | $841K | Sell |
15,940
-390
| -2% | -$20.6K | 0.07% | 159 |
|
|
2019
Q4 | $875K | Sell |
16,330
-251
| -2% | -$13.4K | 0.06% | 185 |
|
|
2019
Q3 | $914K | Buy |
16,581
+6,651
| +67% | +$367K | 0.07% | 158 |
|
|
2019
Q2 | $522K | Sell |
9,930
-322
| -3% | -$16.9K | 0.04% | 246 |
|
|
2019
Q1 | $531K | Buy |
10,252
+2,147
| +26% | +$111K | 0.04% | 244 |
|
|
2018
Q4 | $316K | Sell |
8,105
-587
| -7% | -$22.9K | 0.03% | 313 |
|
|
2018
Q3 | $373K | Sell |
8,692
-1,456
| -14% | -$62.5K | 0.03% | 303 |
|
|
2018
Q2 | $449K | Sell |
10,148
-3,611
| -26% | -$160K | 0.04% | 259 |
|
|
2018
Q1 | $620K | Sell |
13,759
-5,073
| -27% | -$229K | 0.06% | 205 |
|
|
2017
Q4 | $1.12M | Buy |
18,832
+1,080
| +6% | +$64.1K | 0.11% | 125 |
|
|
2017
Q3 | $919K | Buy |
17,752
+3,363
| +23% | +$174K | 0.1% | 142 |
|
|
2017
Q2 | $797K | Buy |
14,389
+3,445
| +31% | +$191K | 0.09% | 144 |
|
|
2017
Q1 | $646K | Buy |
10,944
+126
| +1% | +$7.44K | 0.09% | 144 |
|
|
2016
Q4 | $668K | Buy |
10,818
+340
| +3% | +$21K | 0.1% | 133 |
|
|
2016
Q3 | $669K | Sell |
10,478
-2,147
| -17% | -$137K | 0.1% | 136 |
|
|
2016
Q2 | $900K | Sell |
12,625
-1,303
| -9% | -$92.9K | 0.15% | 99 |
|
|
2016
Q1 | $882K | Buy |
13,928
+2,973
| +27% | +$188K | 0.16% | 98 |
|
|
2015
Q4 | $632K | Buy |
+10,955
| New | +$632K | 0.12% | 127 |
|