EHWM
Eads & Heald Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
10,995
+865
| +9% | +$44.8K | 0.28% | 110 |
|
|
2025
Q1 | $606K | Sell |
10,130
-302
| -3% | -$18.1K | 0.31% | 108 |
|
|
2024
Q4 | $665K | Sell |
10,432
-1,436
| -12% | -$91.5K | 0.33% | 102 |
|
|
2024
Q3 | $876K | Sell |
11,868
-1,444
| -11% | -$107K | 0.42% | 92 |
|
|
2024
Q2 | $842K | Sell |
13,312
-765
| -5% | -$48.4K | 0.41% | 93 |
|
|
2024
Q1 | $985K | Sell |
14,077
-1,595
| -10% | -$112K | 0.46% | 91 |
|
|
2023
Q4 | $1.02M | Sell |
15,672
-2,425
| -13% | -$158K | 0.49% | 86 |
|
|
2023
Q3 | $1.16M | Sell |
18,097
-445
| -2% | -$28.5K | 0.61% | 79 |
|
|
2023
Q2 | $1.42M | Sell |
18,542
-1,188
| -6% | -$91.1K | 0.7% | 73 |
|
|
2023
Q1 | $1.69M | Buy |
19,730
+970
| +5% | +$82.9K | 0.84% | 55 |
|
|
2022
Q4 | $1.57M | Buy |
18,760
+104
| +0.6% | +$8.72K | 0.8% | 56 |
|
|
2022
Q3 | $1.43M | Buy |
18,656
+2,734
| +17% | +$209K | 0.81% | 56 |
|
|
2022
Q2 | $1.2M | Sell |
15,922
-855
| -5% | -$64.5K | 0.65% | 70 |
|
|
2022
Q1 | $1.14M | Sell |
16,777
-89
| -0.5% | -$6.03K | 0.53% | 87 |
|
|
2021
Q4 | $1.14M | Sell |
16,866
-266
| -2% | -$17.9K | 0.49% | 88 |
|
|
2021
Q3 | $1.03M | Buy |
17,132
+4,462
| +35% | +$267K | 0.5% | 88 |
|
|
2021
Q2 | $772K | Sell |
12,670
-240
| -2% | -$14.6K | 0.38% | 99 |
|
|
2021
Q1 | $792K | Sell |
12,910
-50
| -0.4% | -$3.07K | 0.41% | 96 |
|
|
2020
Q4 | $762K | Buy |
12,960
+1,056
| +9% | +$62.1K | 0.41% | 93 |
|
|
2020
Q3 | $734K | Sell |
11,904
-631
| -5% | -$38.9K | 0.44% | 88 |
|
|
2020
Q2 | $773K | Sell |
12,535
-600
| -5% | -$37K | 0.47% | 86 |
|
|
2020
Q1 | $693K | Sell |
13,135
-651
| -5% | -$34.3K | 0.49% | 85 |
|
|
2019
Q4 | $738K | Sell |
13,786
-209
| -1% | -$11.2K | 0.39% | 97 |
|
|
2019
Q3 | $771K | Buy |
13,995
+377
| +3% | +$20.8K | 0.43% | 93 |
|
|
2019
Q2 | $715K | Buy |
13,618
+20
| +0.1% | +$1.05K | 0.4% | 96 |
|
|
2019
Q1 | $704K | Buy |
13,598
+462
| +4% | +$23.9K | 0.41% | 95 |
|
|
2018
Q4 | $512K | Sell |
13,136
-517
| -4% | -$20.2K | 0.34% | 103 |
|
|
2018
Q3 | $586K | Sell |
13,653
-10,858
| -44% | -$466K | 0.34% | 101 |
|
|
2018
Q2 | $1.09M | Sell |
24,511
-3,104
| -11% | -$137K | 0.67% | 70 |
|
|
2018
Q1 | $1.24M | Sell |
27,615
-1,061
| -4% | -$47.8K | 0.79% | 64 |
|
|
2017
Q4 | $1.7M | Buy |
28,676
+676
| +2% | +$40.1K | 1% | 46 |
|
|
2017
Q3 | $1.45M | Buy |
28,000
+664
| +2% | +$34.4K | 0.9% | 50 |
|
|
2017
Q2 | $1.51M | Buy |
27,336
+106
| +0.4% | +$5.87K | 0.97% | 45 |
|
|
2017
Q1 | $1.61M | Sell |
27,230
-100
| -0.4% | -$5.9K | 1.04% | 42 |
|
|
2016
Q4 | $1.69M | Buy |
27,330
+300
| +1% | +$18.5K | 1.15% | 36 |
|
|
2016
Q3 | $1.73M | Sell |
27,030
-888
| -3% | -$56.7K | 1.19% | 28 |
|
|
2016
Q2 | $1.99M | Sell |
27,918
-908
| -3% | -$64.8K | 1.37% | 13 |
|
|
2016
Q1 | $1.83M | Sell |
28,826
-1,945
| -6% | -$123K | 1.26% | 20 |
|
|
2015
Q4 | $1.77M | Sell |
30,771
-250
| -0.8% | -$14.4K | 1.23% | 27 |
|
|
2015
Q3 | $1.74M | Sell |
31,021
-1,375
| -4% | -$77.2K | 1.24% | 24 |
|
|
2015
Q2 | $1.81M | Sell |
32,396
-974
| -3% | -$54.3K | 1.19% | 29 |
|
|
2015
Q1 | $1.89M | Sell |
33,370
-1,813
| -5% | -$103K | 1.21% | 28 |
|
|
2014
Q4 | $1.88M | Sell |
35,183
-273
| -0.8% | -$14.6K | 1.19% | 30 |
|
|
2014
Q3 | $1.79M | Sell |
35,456
-1,565
| -4% | -$79K | 1.21% | 32 |
|
|
2014
Q2 | $1.95M | Sell |
37,021
-2,811
| -7% | -$148K | 1.29% | 29 |
|
|
2014
Q1 | $2.06M | Sell |
39,832
-640
| -2% | -$33.2K | 1.36% | 27 |
|
|
2013
Q4 | $2.02M | Sell |
40,472
-34
| -0.1% | -$1.7K | 1.34% | 28 |
|
|
2013
Q3 | $1.94M | Sell |
40,506
-3,575
| -8% | -$171K | 1.39% | 23 |
|
|
2013
Q2 | $2.14M | Buy |
+44,081
| New | +$2.14M | 1.51% | 9 |
|