SMA
Sage Mountain Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
+7,444
| New | +$386K | 0.03% | 281 |
|
|
2025
Q1 | – | Sell |
-4,360
| Closed | -$278K | – | 503 |
|
|
2024
Q4 | $278K | Sell |
4,360
-129
| -3% | -$8.23K | 0.02% | 311 |
|
|
2024
Q3 | $332K | Buy |
+4,489
| New | +$332K | 0.03% | 267 |
|
|
2024
Q2 | – | Sell |
-3,254
| Closed | -$228K | – | 427 |
|
|
2024
Q1 | $228K | Buy |
+3,254
| New | +$228K | 0.02% | 297 |
|