Mark Sheptoff Financial Planning’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Hold |
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|
2025
Q1 | $31.4K | Hold |
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|
2024
Q4 | $33.5K | Hold |
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|
2024
Q3 | $38.8K | Hold |
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|
2024
Q2 | $33.2K | Hold |
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|
2024
Q1 | $36.7K | Hold |
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|
2023
Q4 | $34.2K | Hold |
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|
2023
Q3 | $33.6K | Hold |
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|
2023
Q2 | $40.3K | Buy |
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|
2023
Q1 | $10.7K | Sell |
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|
2022
Q4 | $17.6K | Buy |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q3 | $13K | Buy |
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|
2021
Q2 | $13K | Buy |
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|
2021
Q1 | $13K | Buy |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $13K | Buy |
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|
2020
Q1 | $11K | Buy |
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|
2019
Q4 | $11K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $394K | Buy |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $72K | Sell |
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|
2017
Q3 | $244K | Sell |
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|
2017
Q2 | $496K | Sell |
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|
2017
Q1 | $653K | Buy |
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|
2016
Q4 | $683K | Buy |
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|
2016
Q3 | $665K | Buy |
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|
2016
Q2 | $656K | Buy |
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|
2016
Q1 | $266K | Buy |
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|
2015
Q4 | $236K | Buy |
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|
2015
Q3 | $213K | Hold |
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|
2015
Q2 | $212K | Buy |
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|
2015
Q1 | $158K | Buy |
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|
2014
Q4 | $123K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.86M | Sell |
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|
2014
Q1 | $1.88M | Buy |
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