YorkBridge Wealth Partners’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,537
| Closed | -$271K | – | 267 |
|
|
2022
Q3 | $271K | Buy |
3,537
+9
| +0.3% | +$686 | 0.07% | 216 |
|
|
2022
Q2 | $266K | Hold |
3,528
| – | – | 0.07% | 219 |
|
|
2022
Q1 | $239K | Hold |
3,528
| – | – | 0.05% | 267 |
|
|
2021
Q4 | $238K | Sell |
3,528
-1,000
| -22% | -$63.5K | 0.05% | 259 |
|
|
2021
Q3 | $271K | Hold |
4,528
| – | – | 0.07% | 225 |
|
|
2021
Q2 | $276K | Buy |
4,528
+500
| +12% | +$30.9K | 0.07% | 218 |
|
|
2021
Q1 | $247K | Hold |
4,028
| – | – | 0.07% | 222 |
|
|
2020
Q4 | $237K | Sell |
4,028
-36
| -0.9% | -$2.18K | 0.08% | 179 |
|
|
2020
Q3 | $251K | Sell |
4,064
-100
| -2% | -$6.25K | 0.11% | 155 |
|
|
2020
Q2 | $257K | Hold |
4,164
| – | – | 0.12% | 146 |
|
|
2020
Q1 | $220K | Hold |
4,164
| – | – | 0.14% | 144 |
|
|
2019
Q4 | $223K | Buy |
+4,164
| New | +$219K | 0.1% | 176 |
|
|
2019
Q3 | – | Sell |
-3,244
| Closed | -$170K | – | 359 |
|
|
2019
Q2 | $170K | Sell |
3,244
-220
| -6% | -$11.4K | 0.08% | 193 |
|
|
2019
Q1 | $179K | Hold |
3,464
| – | – | 0.08% | 175 |
|
|
2018
Q4 | $135K | Sell |
3,464
-1,000
| -22% | -$42.2K | 0.07% | 201 |
|
|
2018
Q3 | $190K | Hold |
4,464
| – | – | 0.09% | 173 |
|
|
2018
Q2 | $198K | Hold |
4,464
| – | – | 0.09% | 173 |
|
|
2018
Q1 | $199K | Hold |
4,464
| – | – | 0.09% | 178 |
|
|
2017
Q4 | $241K | Sell |
4,464
-698
| -14% | -$37.8K | 0.12% | 161 |
|
|
2017
Q3 | $267K | Sell |
5,162
-95
| -2% | -$5.21K | 0.14% | 143 |
|
|
2017
Q2 | $290K | Sell |
5,257
-174
| -3% | -$9.93K | 0.15% | 130 |
|
|
2017
Q1 | $304K | Buy |
5,431
+1,073
| +25% | +$65.6K | 0.16% | 127 |
|
|
2016
Q4 | $272K | Buy |
+4,358
| New | +$270K | 0.16% | 125 |
|
Other funds holding GIS
AWA
