Schechter Investment Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $363K | Sell |
6,070
-368
| -6% | -$22K | 0.03% | 435 |
|
|
2024
Q4 | $411K | Sell |
6,438
-314
| -5% | -$20K | 0.03% | 422 |
|
|
2024
Q3 | $499K | Sell |
6,752
-102
| -1% | -$7.53K | 0.04% | 396 |
|
|
2024
Q2 | $434K | Buy |
6,854
+131
| +2% | +$8.29K | 0.03% | 403 |
|
|
2024
Q1 | $470K | Buy |
6,723
+18
| +0.3% | +$1.26K | 0.04% | 388 |
|
|
2023
Q4 | $437K | Buy |
6,705
+943
| +16% | +$61.4K | 0.04% | 378 |
|
|
2023
Q3 | $369K | Sell |
5,762
-3,811
| -40% | -$244K | 0.04% | 404 |
|
|
2023
Q2 | $734K | Sell |
9,573
-109
| -1% | -$8.36K | 0.07% | 307 |
|
|
2023
Q1 | $827K | Buy |
9,682
+450
| +5% | +$38.5K | 0.08% | 295 |
|
|
2022
Q4 | $774K | Buy |
9,232
+186
| +2% | +$15.6K | 0.07% | 372 |
|
|
2022
Q3 | $693K | Buy |
9,046
+3,403
| +60% | +$261K | 0.07% | 406 |
|
|
2022
Q2 | $425K | Buy |
5,643
+291
| +5% | +$21.9K | 0.04% | 579 |
|
|
2022
Q1 | $362K | Buy |
5,352
+240
| +5% | +$16.2K | 0.03% | 634 |
|
|
2021
Q4 | $345K | Buy |
+5,112
| New | +$345K | 0.03% | 634 |
|