MSFP
Mark Sheptoff Financial Planning’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Hold |
525
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $31.4K | Hold |
525
| – | – | 0.02% | 204 |
|
|
2024
Q4 | $33.5K | Hold |
525
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $38.8K | Hold |
525
| – | – | 0.02% | 187 |
|
|
2024
Q2 | $33.2K | Hold |
525
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $36.7K | Hold |
525
| – | – | 0.02% | 191 |
|
|
2023
Q4 | $34.2K | Hold |
525
| – | – | 0.02% | 189 |
|
|
2023
Q3 | $33.6K | Hold |
525
| – | – | 0.02% | 176 |
|
|
2023
Q2 | $40.3K | Buy |
525
+400
| +320% | +$30.7K | 0.02% | 177 |
|
|
2023
Q1 | $10.7K | Sell |
125
-85
| -40% | -$7.26K | 0.01% | 260 |
|
|
2022
Q4 | $17.6K | Buy |
210
+85
| +68% | +$7.13K | 0.01% | 229 |
|
|
2022
Q3 | $10K | Hold |
125
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $9K | Hold |
125
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $8K | Sell |
125
-214
| -63% | -$13.7K | ﹤0.01% | 315 |
|
|
2021
Q4 | $23K | Buy |
339
+127
| +60% | +$8.62K | 0.01% | 243 |
|
|
2021
Q3 | $13K | Buy |
212
+2
| +1% | +$123 | 0.01% | 283 |
|
|
2021
Q2 | $13K | Buy |
210
+1
| +0.5% | +$62 | 0.01% | 308 |
|
|
2021
Q1 | $13K | Buy |
209
+2
| +1% | +$124 | 0.01% | 272 |
|
|
2020
Q4 | $12K | Buy |
207
+2
| +1% | +$116 | 0.01% | 260 |
|
|
2020
Q3 | $13K | Buy |
205
+2
| +1% | +$127 | 0.01% | 217 |
|
|
2020
Q2 | $13K | Buy |
203
+1
| +0.5% | +$64 | 0.01% | 232 |
|
|
2020
Q1 | $11K | Buy |
202
+2
| +1% | +$109 | 0.01% | 224 |
|
|
2019
Q4 | $11K | Buy |
+200
| New | +$11K | 0.01% | 274 |
|
|
2018
Q3 | – | Sell |
-8,910
| Closed | -$394K | – | 367 |
|
|
2018
Q2 | $394K | Buy |
8,910
+8,150
| +1,072% | +$360K | 0.29% | 72 |
|
|
2018
Q1 | $34K | Sell |
760
-450
| -37% | -$20.1K | 0.02% | 190 |
|
|
2017
Q4 | $72K | Sell |
1,210
-3,500
| -74% | -$208K | 0.05% | 159 |
|
|
2017
Q3 | $244K | Sell |
4,710
-4,250
| -47% | -$220K | 0.16% | 102 |
|
|
2017
Q2 | $496K | Sell |
8,960
-2,101
| -19% | -$116K | 0.34% | 66 |
|
|
2017
Q1 | $653K | Buy |
11,061
+1
| +0% | +$59 | 0.47% | 52 |
|
|
2016
Q4 | $683K | Buy |
11,060
+650
| +6% | +$40.1K | 0.51% | 53 |
|
|
2016
Q3 | $665K | Buy |
10,410
+1,210
| +13% | +$77.3K | 0.49% | 52 |
|
|
2016
Q2 | $656K | Buy |
9,200
+5,000
| +119% | +$357K | 0.49% | 52 |
|
|
2016
Q1 | $266K | Buy |
4,200
+100
| +2% | +$6.33K | 0.22% | 79 |
|
|
2015
Q4 | $236K | Buy |
4,100
+300
| +8% | +$17.3K | 0.19% | 84 |
|
|
2015
Q3 | $213K | Hold |
3,800
| – | – | 0.19% | 89 |
|
|
2015
Q2 | $212K | Buy |
3,800
+1,000
| +36% | +$55.8K | 0.17% | 97 |
|
|
2015
Q1 | $158K | Buy |
2,800
+500
| +22% | +$28.2K | 0.13% | 105 |
|
|
2014
Q4 | $123K | Buy |
+2,300
| New | +$123K | 0.11% | 121 |
|
|
2014
Q3 | – | Sell |
-35,351
| Closed | -$1.86M | – | 343 |
|
|
2014
Q2 | $1.86M | Sell |
35,351
-896
| -2% | -$47.1K | 1.59% | 16 |
|
|
2014
Q1 | $1.88M | Buy |
+36,247
| New | +$1.88M | 1.66% | 14 |
|