Wealthspire Advisors (New York)’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 | $732K | Sell |
14,122
-817
| -5% | -$42.3K | ﹤0.01% | 448 |
|
2025
Q1 | $893K | Buy |
14,939
+102
| +0.7% | +$6.1K | 0.01% | 396 |
|
2024
Q4 | $946K | Buy |
14,837
+910
| +7% | +$58K | 0.01% | 380 |
|
2024
Q3 | $1.03M | Buy |
13,927
+670
| +5% | +$49.5K | 0.01% | 368 |
|
2024
Q2 | $839K | Buy |
13,257
+1
| +0% | +$63 | 0.01% | 343 |
|
2024
Q1 | $928K | Sell |
13,256
-811
| -6% | -$56.7K | 0.01% | 329 |
|
2023
Q4 | $916K | Buy |
14,067
+1,833
| +15% | +$119K | 0.01% | 324 |
|
2023
Q3 | $783K | Buy |
12,234
+1,116
| +10% | +$71.4K | 0.01% | 318 |
|
2023
Q2 | $853K | Sell |
11,118
-403
| -3% | -$30.9K | 0.01% | 277 |
|
2023
Q1 | $985K | Sell |
11,521
-1,938
| -14% | -$166K | 0.02% | 242 |
|
2022
Q4 | $1.13M | Buy |
13,459
+3,830
| +40% | +$321K | 0.02% | 242 |
|
2022
Q3 | $738K | Sell |
9,629
-2,080
| -18% | -$159K | 0.02% | 276 |
|
2022
Q2 | $883K | Buy |
11,709
+2,237
| +24% | +$169K | 0.02% | 225 |
|
2022
Q1 | $641K | Sell |
9,472
-4,491
| -32% | -$304K | 0.01% | 235 |
|
2021
Q4 | $941K | Buy |
13,963
+4,285
| +44% | +$289K | 0.02% | 236 |
|
2021
Q3 | $579K | Buy |
9,678
+6,187
| +177% | +$370K | 0.01% | 330 |
|
2021
Q2 | $213K | Sell |
3,491
-6,582
| -65% | -$402K | 0.01% | 349 |
|
2021
Q1 | $618K | Buy |
10,073
+783
| +8% | +$48K | 0.01% | 343 |
|
2020
Q4 | $546K | Buy |
9,290
+4,381
| +89% | +$257K | 0.02% | 290 |
|
2020
Q3 | $303K | Sell |
4,909
-1,945
| -28% | -$120K | 0.02% | 237 |
|
2020
Q2 | $423K | Sell |
6,854
-17,194
| -71% | -$1.06M | 0.03% | 167 |
|
2020
Q1 | $1.27M | Buy |
24,048
+18,192
| +311% | +$960K | 0.05% | 167 |
|
2019
Q4 | $314K | Buy |
5,856
+1,022
| +21% | +$54.8K | 0.02% | 143 |
|
2019
Q3 | $266K | Buy |
+4,834
| New | +$266K | 0.02% | 129 |
|
2019
Q1 | – | Sell |
-496
| Closed | -$19K | – | 338 |
|
2018
Q4 | $19K | Buy |
+496
| New | +$19K | ﹤0.01% | 350 |
|