West Oak Capital’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.6K | Buy |
36,940
+7,665
| +26% | +$384K | 0.74% | 51 |
|
|
2025
Q2 | $15.2K | Buy |
29,275
+800
| +3% | +$44.1K | 0.59% | 54 |
|
|
2025
Q1 | $17K | Sell |
28,475
-1,410
| -5% | -$84.7K | 0.66% | 51 |
|
|
2024
Q4 | $19.1M | Buy |
29,885
+490
| +2% | +$32.9K | 0.67% | 43 |
|
|
2024
Q3 | $21.7K | Buy |
29,395
+2,290
| +8% | +$159K | 0.4% | 42 |
|
|
2024
Q2 | $1.71M | Buy |
27,105
+2,281
| +9% | +$157K | 0.69% | 46 |
|
|
2024
Q1 | $1.74M | Buy |
24,824
+280
| +1% | +$18.2K | 0.74% | 47 |
|
|
2023
Q4 | $1.56M | Buy |
24,544
+544
| +2% | +$35.1K | 0.73% | 46 |
|
|
2023
Q3 | $1.54M | Hold |
24,000
| – | – | 0.76% | 43 |
|
|
2023
Q2 | $1.84M | Sell |
24,000
-150
| -0.6% | -$12.8K | 0.89% | 37 |
|
|
2023
Q1 | $2.06M | Sell |
24,150
-1,515
| -6% | -$121K | 1.05% | 34 |
|
|
2022
Q4 | $2.15M | Sell |
25,665
-385
| -1% | -$31.4K | 1.12% | 30 |
|
|
2022
Q3 | $2M | Sell |
26,050
-3,250
| -11% | -$248K | 1.08% | 33 |
|
|
2022
Q2 | $2.21M | Sell |
29,300
-825
| -3% | -$57.8K | 1.16% | 30 |
|
|
2022
Q1 | $2.04M | Sell |
30,125
-615
| -2% | -$41.2K | 0.92% | 41 |
|
|
2021
Q4 | $2.07M | Buy |
30,740
+110
| +0.4% | +$6.99K | 0.76% | 44 |
|
|
2021
Q3 | $1.83M | Buy |
30,630
+1,070
| +4% | +$63.2K | 0.71% | 52 |
|
|
2021
Q2 | $1.8M | Buy |
29,560
+690
| +2% | +$42.7K | 0.71% | 56 |
|
|
2021
Q1 | $1.77M | Buy |
28,870
+600
| +2% | +$34.6K | 0.76% | 53 |
|
|
2020
Q4 | $1.66M | Buy |
28,270
+825
| +3% | +$49.9K | 0.77% | 53 |
|
|
2020
Q3 | $1.69M | Sell |
27,445
-1,825
| -6% | -$114K | 0.93% | 45 |
|
|
2020
Q2 | $1.8M | Sell |
29,270
-125
| -0.4% | -$7.54K | 1.03% | 40 |
|
|
2020
Q1 | $1.55M | Buy |
29,395
+2,585
| +10% | +$137K | 1.06% | 36 |
|
|
2019
Q4 | $1.44M | Sell |
26,810
-3,590
| -12% | -$189K | 0.81% | 51 |
|
|
2019
Q3 | $1.68M | Sell |
30,400
-150
| -0.5% | -$8.08K | 0.99% | 46 |
|
|
2019
Q2 | $1.6M | Buy |
30,550
+335
| +1% | +$17.3K | 0.96% | 45 |
|
|
2019
Q1 | $1.56M | Buy |
30,215
+5,770
| +24% | +$261K | 0.98% | 46 |
|
|
2018
Q4 | $952K | Sell |
24,445
-4,085
| -14% | -$173K | 0.68% | 55 |
|
|
2018
Q3 | $1.22M | Buy |
28,530
+1,500
| +6% | +$67.9K | 0.71% | 56 |
|
|
2018
Q2 | $1.2M | Buy |
27,030
+4,640
| +21% | +$203K | 0.73% | 56 |
|
|
2018
Q1 | $1.01M | Sell |
22,390
-260
| -1% | -$14.1K | 0.6% | 60 |
|
|
2017
Q4 | $1.34M | Buy |
22,650
+95
| +0.4% | +$5.14K | 0.82% | 55 |
|
|
2017
Q3 | $1.17M | Buy |
22,555
+315
| +1% | +$17.3K | 0.69% | 59 |
|
|
2017
Q2 | $1.23M | Buy |
22,240
+1,280
| +6% | +$73K | 0.75% | 52 |
|
|
2017
Q1 | $1.24M | Buy |
20,960
+400
| +2% | +$24.5K | 0.76% | 52 |
|
|
2016
Q4 | $1.27M | Sell |
20,560
-185
| -0.9% | -$11.5K | 0.85% | 46 |
|
|
2016
Q3 | $1.33M | Buy |
20,745
+30
| +0.1% | +$2.09K | 0.91% | 44 |
|
|
2016
Q2 | $1.48M | Sell |
20,715
-520
| -2% | -$33.1K | 1.07% | 35 |
|
|
2016
Q1 | $1.35M | Sell |
21,235
-390
| -2% | -$22.7K | 1.04% | 38 |
|
|
2015
Q4 | $1.25M | Buy |
21,625
+1,170
| +6% | +$67.3K | 0.97% | 42 |
|
|
2015
Q3 | $1.15M | Buy |
20,455
+235
| +1% | +$13.5K | 0.93% | 43 |
|
|
2015
Q2 | $1.13M | Sell |
20,220
-950
| -4% | -$53.2K | 0.84% | 50 |
|
|
2015
Q1 | $1.2M | Sell |
21,170
-415
| -2% | -$22.1K | 0.88% | 47 |
|
|
2014
Q4 | $1.15M | Sell |
21,585
-2,380
| -10% | -$123K | 0.84% | 50 |
|
|
2014
Q3 | $1.21M | Sell |
23,965
-65
| -0.3% | -$3.41K | 0.91% | 41 |
|
|
2014
Q2 | $1.26M | Buy |
24,030
+125
| +0.5% | +$6.67K | 0.92% | 43 |
|
|
2014
Q1 | $1.24M | Buy |
23,905
+35
| +0.1% | +$1.73K | 0.91% | 41 |
|
|
2013
Q4 | $1.19M | Sell |
23,870
-100
| -0.4% | -$4.98K | 0.88% | 45 |
|
|
2013
Q3 | $1.15M | Buy |
23,970
+290
| +1% | +$14.6K | 0.9% | 43 |
|
|
2013
Q2 | $1.15M | Buy |
+23,680
| New | +$1.16M | 0.96% | 39 |
|
Other funds holding GIS
