SPWM
Schrum Private Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
11,130
-98
| -0.9% | -$5.08K | 0.46% | 57 |
|
|
2025
Q1 | $671K | Buy |
11,228
+1
| +0% | +$60 | 0.59% | 48 |
|
|
2024
Q4 | $716K | Sell |
11,227
-12,635
| -53% | -$806K | 0.61% | 45 |
|
|
2024
Q3 | $1.76M | Buy |
23,862
+11,714
| +96% | +$865K | 0.91% | 31 |
|
|
2024
Q2 | $768K | Sell |
12,148
-1,315
| -10% | -$83.2K | 0.69% | 38 |
|
|
2024
Q1 | $942K | Buy |
13,463
+2,050
| +18% | +$143K | 0.85% | 33 |
|
|
2023
Q4 | $743K | Sell |
11,413
-3,861
| -25% | -$251K | 1.05% | 28 |
|
|
2023
Q3 | $977K | Buy |
15,274
+1
| +0% | +$64 | 1.11% | 26 |
|
|
2023
Q2 | $1.17M | Sell |
15,273
-24
| -0.2% | -$1.84K | 1.27% | 20 |
|
|
2023
Q1 | $1.31M | Buy |
15,297
+2
| +0% | +$171 | 1.51% | 17 |
|
|
2022
Q4 | $1.28M | Sell |
15,295
-830
| -5% | -$69.6K | 1.52% | 19 |
|
|
2022
Q3 | $1.24M | Buy |
16,125
+2
| +0% | +$153 | 1.56% | 16 |
|
|
2022
Q2 | $1.22M | Sell |
16,123
-99
| -0.6% | -$7.47K | 1.37% | 21 |
|
|
2022
Q1 | $1.14M | Buy |
16,222
+38
| +0.2% | +$2.67K | 1.14% | 24 |
|
|
2021
Q4 | $1.09M | Buy |
+16,184
| New | +$1.09M | 0.99% | 27 |
|