Willner & Heller’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,740
| Closed | -$238K | – | 153 |
|
|
2024
Q4 | $238K | Sell |
3,740
-2,505
| -40% | -$160K | 0.21% | 136 |
|
|
2024
Q3 | $461K | Sell |
6,245
-86
| -1% | -$6.35K | 0.41% | 84 |
|
|
2024
Q2 | $400K | Sell |
6,331
-448
| -7% | -$28.3K | 0.38% | 89 |
|
|
2024
Q1 | $474K | Sell |
6,779
-579
| -8% | -$40.5K | 0.47% | 76 |
|
|
2023
Q4 | $479K | Buy |
+7,358
| New | +$479K | 0.54% | 62 |
|
|
2022
Q4 | $614K | Buy |
7,324
+49
| +0.7% | +$4.11K | 0.87% | 38 |
|
|
2022
Q3 | $557K | Buy |
7,275
+51
| +0.7% | +$3.91K | 0.9% | 40 |
|
|
2022
Q2 | $545K | Buy |
7,224
+105
| +1% | +$7.92K | 0.85% | 42 |
|
|
2022
Q1 | $480K | Buy |
7,119
+58
| +0.8% | +$3.91K | 0.59% | 55 |
|
|
2021
Q4 | $422K | Buy |
+7,061
| New | +$422K | 0.56% | 57 |
|