Schwarz Dygos Wheeler Investment Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $601K | Hold |
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|
2025
Q2 | $618K | Buy |
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|
2025
Q1 | $685K | Hold |
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|
2024
Q4 | $731K | Buy |
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|
2024
Q3 | $682K | Hold |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $627K | Hold |
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|
2023
Q4 | $583K | Hold |
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|
2023
Q3 | $573K | Sell |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $879K | Buy |
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $895K | Hold |
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|
2022
Q2 | $882K | Hold |
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|
2022
Q1 | $791K | Hold |
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|
2021
Q4 | $787K | Hold |
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|
2021
Q3 | $699K | Hold |
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|
2021
Q2 | $712K | Hold |
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|
2021
Q1 | $717K | Sell |
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|
2020
Q4 | $721K | Buy |
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|
2020
Q3 | $750K | Sell |
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|
2020
Q2 | $783K | Sell |
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|
2020
Q1 | $685K | Sell |
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|
2019
Q4 | $702K | Buy |
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|
2019
Q3 | $710K | Buy |
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|
2019
Q2 | $666K | Buy |
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|
2019
Q1 | $647K | Buy |
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|
2018
Q4 | $430K | Buy |
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