YHB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,836
| Closed | -$209K | – | 281 |
|
|
2024
Q3 | $209K | Buy |
+2,836
| New | +$209K | 0.02% | 278 |
|
|
2024
Q2 | – | Sell |
-2,867
| Closed | -$201K | – | 279 |
|
|
2024
Q1 | $201K | Buy |
+2,867
| New | +$201K | 0.02% | 269 |
|
|
2023
Q3 | – | Sell |
-2,867
| Closed | -$220K | – | 273 |
|
|
2023
Q2 | $220K | Hold |
2,867
| – | – | 0.02% | 265 |
|
|
2023
Q1 | $245K | Hold |
2,867
| – | – | 0.02% | 251 |
|
|
2022
Q4 | $240K | Hold |
2,867
| – | – | 0.03% | 257 |
|
|
2022
Q3 | $220K | Hold |
2,867
| – | – | 0.02% | 261 |
|
|
2022
Q2 | $216K | Buy |
+2,867
| New | +$216K | 0.02% | 264 |
|
|
2018
Q1 | – | Sell |
-3,575
| Closed | -$212K | – | 188 |
|
|
2017
Q4 | $212K | Buy |
+3,575
| New | +$212K | 0.04% | 181 |
|
|
2017
Q3 | – | Sell |
-4,245
| Closed | -$235K | – | 179 |
|
|
2017
Q2 | $235K | Buy |
4,245
+670
| +19% | +$37.1K | 0.04% | 167 |
|
|
2017
Q1 | $206K | Hold |
3,575
| – | – | 0.04% | 174 |
|
|
2016
Q4 | $221K | Sell |
3,575
-70
| -2% | -$4.33K | 0.05% | 167 |
|
|
2016
Q3 | $233K | Buy |
3,645
+70
| +2% | +$4.48K | 0.06% | 155 |
|
|
2016
Q2 | $255K | Sell |
3,575
-20
| -0.6% | -$1.43K | 0.06% | 147 |
|
|
2016
Q1 | $228K | Sell |
3,595
-350
| -9% | -$22.2K | 0.06% | 143 |
|
|
2015
Q4 | $227K | Buy |
3,945
+220
| +6% | +$12.7K | 0.05% | 150 |
|
|
2015
Q3 | $209K | Hold |
3,725
| – | – | 0.05% | 153 |
|
|
2015
Q2 | $208K | Hold |
3,725
| – | – | 0.05% | 164 |
|
|
2015
Q1 | $211K | Buy |
+3,725
| New | +$211K | 0.05% | 164 |
|
|
2013
Q3 | – | Sell |
-4,257
| Closed | -$207K | – | 144 |
|
|
2013
Q2 | $207K | Buy |
+4,257
| New | +$207K | 0.06% | 138 |
|