SageView Advisory Group’s General Mills GIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$479K Sell
9,602
-471
-5% -$23.5K 0.02% 380
2025
Q1
$602K Sell
10,073
-569
-5% -$34K 0.03% 306
2024
Q4
$679K Buy
10,642
+623
+6% +$39.7K 0.03% 287
2024
Q3
$740K Sell
10,019
-1,022
-9% -$75.5K 0.04% 237
2024
Q2
$698K Buy
11,041
+4,431
+67% +$280K 0.03% 279
2024
Q1
$1.16M Sell
6,610
-9,005
-58% -$1.58M 0.06% 177
2023
Q4
$1.02M Buy
15,615
+3,020
+24% +$197K 0.04% 248
2023
Q3
$806K Sell
12,595
-2,589
-17% -$166K 0.05% 242
2023
Q2
$1.16M Buy
15,184
+419
+3% +$32.1K 0.06% 197
2023
Q1
$1.26M Buy
+14,765
New +$1.26M 0.08% 171