West Coast Financial’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,778
| Closed | -$205K | – | 170 |
|
|
2024
Q3 | $205K | Sell |
2,778
-750
| -21% | -$55.4K | 0.02% | 170 |
|
|
2024
Q2 | $223K | Sell |
3,528
-102
| -3% | -$6.45K | 0.03% | 158 |
|
|
2024
Q1 | $254K | Sell |
3,630
-872
| -19% | -$61K | 0.03% | 147 |
|
|
2023
Q4 | $293K | Sell |
4,502
-160
| -3% | -$10.4K | 0.04% | 130 |
|
|
2023
Q3 | $298K | Sell |
4,662
-800
| -15% | -$51.2K | 0.04% | 116 |
|
|
2023
Q2 | $419K | Buy |
5,462
+1,600
| +41% | +$123K | 0.06% | 104 |
|
|
2023
Q1 | $330K | Hold |
3,862
| – | – | 0.05% | 105 |
|
|
2022
Q4 | $324K | Sell |
3,862
-92
| -2% | -$7.71K | 0.05% | 102 |
|
|
2022
Q3 | $303K | Buy |
3,954
+132
| +3% | +$10.1K | 0.06% | 95 |
|
|
2022
Q2 | $288K | Buy |
3,822
+420
| +12% | +$31.6K | 0.05% | 100 |
|
|
2022
Q1 | $230K | Sell |
3,402
-20
| -0.6% | -$1.35K | 0.04% | 123 |
|
|
2021
Q4 | $231K | Buy |
+3,422
| New | +$231K | 0.03% | 126 |
|