Westbourne Investment Advisors’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 | $207K | Hold |
4,000
| – | – | 0.06% | 102 |
|
2025
Q1 | $239K | Hold |
4,000
| – | – | 0.09% | 80 |
|
2024
Q4 | $255K | Hold |
4,000
| – | – | 0.09% | 79 |
|
2024
Q3 | $295K | Hold |
4,000
| – | – | 0.1% | 78 |
|
2024
Q2 | $253K | Hold |
4,000
| – | – | 0.09% | 79 |
|
2024
Q1 | $280K | Hold |
4,000
| – | – | 0.1% | 80 |
|
2023
Q4 | $261K | Hold |
4,000
| – | – | 0.1% | 79 |
|
2023
Q3 | $256K | Hold |
4,000
| – | – | 0.12% | 79 |
|
2023
Q2 | $307K | Hold |
4,000
| – | – | 0.14% | 78 |
|
2023
Q1 | $342K | Hold |
4,000
| – | – | 0.17% | 76 |
|
2022
Q4 | $335K | Hold |
4,000
| – | – | 0.17% | 74 |
|
2022
Q3 | $306K | Hold |
4,000
| – | – | 0.16% | 75 |
|
2022
Q2 | $302K | Hold |
4,000
| – | – | 0.19% | 66 |
|
2022
Q1 | $271K | Hold |
4,000
| – | – | 0.11% | 83 |
|
2021
Q4 | $270K | Hold |
4,000
| – | – | 0.11% | 88 |
|
2021
Q3 | $239K | Hold |
4,000
| – | – | 0.11% | 76 |
|
2021
Q2 | $244K | Hold |
4,000
| – | – | 0.11% | 78 |
|
2021
Q1 | $245K | Hold |
4,000
| – | – | 0.12% | 76 |
|
2020
Q4 | $235K | Hold |
4,000
| – | – | 0.14% | 74 |
|
2020
Q3 | $247K | Hold |
4,000
| – | – | 0.28% | 42 |
|
2020
Q2 | $247K | Sell |
4,000
-64
| -2% | -$3.95K | 0.3% | 44 |
|
2020
Q1 | $214K | Hold |
4,064
| – | – | 0.2% | 77 |
|
2019
Q4 | $218K | Hold |
4,064
| – | – | 0.15% | 92 |
|
2019
Q3 | $224K | Hold |
4,064
| – | – | 0.17% | 90 |
|
2019
Q2 | $213K | Hold |
4,064
| – | – | 0.17% | 87 |
|
2019
Q1 | $210K | Buy |
+4,064
| New | +$210K | 0.16% | 95 |
|
2018
Q4 | – | Sell |
-4,064
| Closed | -$174K | – | 110 |
|
2018
Q3 | $174K | Buy |
+4,064
| New | +$174K | 0.13% | 101 |
|