Institute For Wealth Management, Llc. General Mills Inc Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in General Mills Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,162 shares of GIS stock, worth $313,075. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,162

Previous 5,194 0.62%

Holding current value

$313,075

Previous $383,000 14.1%

% of portfolio

0.04%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$62.78 - $74.62 $2,008 - $2,387	-32 Reduced 0.62%	5,162 $329,000
Q3 2024 Nov 12, 2024	BUY	$62.5 - $75.15 $11,500 - $13,827	184 Added 3.67%	5,194 $383,000
Q2 2024 Jul 25, 2024	BUY	$63.26 - $71.61 $13,221 - $14,966	209 Added 4.35%	5,010 $316,000
Q1 2024 Apr 30, 2024	BUY	$62.34 - $69.97 $124 - $139	2 Added 0.04%	4,801 $335,000
Q4 2023 Jan 31, 2024	BUY	$61.53 - $67.84 $123 - $135	2 Added 0.04%	4,799 $312,000
Q3 2023 Oct 13, 2023	BUY	$63.99 - $77.31 $127 - $154	2 Added 0.04%	4,797 $306,000
Q2 2023 Jul 25, 2023	BUY	$76.3 - $90.61 $76 - $90	1 Added 0.02%	4,795 $367,000
Q1 2023 Apr 20, 2023	BUY	$75.11 - $85.97 $75 - $85	1 Added 0.02%	4,794 $409,000
Q4 2022 Feb 02, 2023	SELL	$74.97 - $87.56 $6,747 - $7,880	-90 Reduced 1.84%	4,793 $401,000
Q3 2022 Oct 18, 2022	SELL	$73.1 - $80.78 $6,652 - $7,350	-91 Reduced 1.83%	4,883 $374,000
Q4 2021 Jan 21, 2022	SELL	$60.62 - $68.86 $9,881 - $11,224	-163 Reduced 3.17%	4,974 $335,000
Q3 2021 Nov 15, 2021	SELL	$56.79 - $60.86 $3,975 - $4,260	-70 Reduced 1.34%	5,137 $307,000
Q1 2021 May 04, 2021	SELL	$54.37 - $62.49 $2,337 - $2,687	-43 Reduced 0.82%	5,207 $319,000
Q4 2020 Feb 01, 2021	SELL	$58.36 - $62.72 $9,921 - $10,662	-170 Reduced 3.14%	5,250 $309,000
Q3 2020 Nov 03, 2020	SELL	$57.32 - $65.74 $167,489 - $192,092	-2,922 Reduced 35.03%	5,420 $334,000
Q2 2020 Jul 30, 2020	SELL	$53.12 - $63.56 $46,798 - $55,996	-881 Reduced 9.55%	8,342 $514,000
Q1 2020 Apr 29, 2020	BUY	$47.28 - $59.67 $18,533 - $23,390	392 Added 4.44%	9,223 $487,000
Q4 2019 Feb 27, 2020	BUY	$50.0 - $54.61 $417,900 - $456,430	8,358 Added 1767.02%	8,831 $473,000
Q4 2019 Jan 27, 2020	SELL	$50.0 - $54.61 $416,250 - $454,628	-8,325 Reduced 94.62%	473 $473,000
Q3 2019 Oct 28, 2019	SELL	$51.91 - $55.59 $23,878 - $25,571	-460 Reduced 4.97%	8,798 $485,000
Q2 2019 Aug 02, 2019	BUY	$48.25 - $54.02 $4,053 - $4,537	84 Added 0.92%	9,258 $486,000
Q1 2019 May 15, 2019	BUY	$38.43 - $51.8 $352,556 - $475,213	9,174 New	9,174 $475,000
Q1 2018 May 15, 2018	SELL	$44.21 - $60.2 $289,796 - $394,611	-6,555 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$50.1 - $60.18 $328,405 - $394,479	6,555 New	6,555 $390,000
Q3 2017 Nov 14, 2017	SELL	$51.23 - $57.68 $407,278 - $458,556	-7,950 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	7,950	7,950 $440,000

Others Institutions Holding GIS

# of Institutions

1,733

Shares Held

420M

Call Options Held

3.46M

Put Options Held

2.91M

View Full List

About GENERAL MILLS INC

Ticker GIS
Exchange NYSE
Sector Consumer Defensive
Industry Packaged Foods
Shares Outstandng 593,536,000
Market Cap $36B
Description
General Mills, Inc. manufactures and markets branded consumer foods worldwide. The company operates in five segments: North America Retail; Convenience Stores & Foodservice; Europe & Australia; Asia & Latin America; and Pet. It offers ready-to-eat cereals, refrigerated yogurt, soup, meal kits, refrigerated and frozen dough products, ...

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Institute For Wealth Management, Llc. General Mills Inc Transaction History