Schwarz Dygos Wheeler Investment Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
11,928
+467
| +4% | +$24.2K | 0.14% | 98 |
|
|
2025
Q1 | $685K | Hold |
11,461
| – | – | 0.16% | 89 |
|
|
2024
Q4 | $731K | Buy |
11,461
+2,220
| +24% | +$142K | 0.18% | 84 |
|
|
2024
Q3 | $682K | Hold |
9,241
| – | – | 0.17% | 90 |
|
|
2024
Q2 | $585K | Buy |
9,241
+284
| +3% | +$18K | 0.16% | 91 |
|
|
2024
Q1 | $627K | Hold |
8,957
| – | – | 0.18% | 87 |
|
|
2023
Q4 | $583K | Hold |
8,957
| – | – | 0.18% | 85 |
|
|
2023
Q3 | $573K | Sell |
8,957
-20
| -0.2% | -$1.28K | 0.19% | 79 |
|
|
2023
Q2 | $689K | Sell |
8,977
-1,311
| -13% | -$101K | 0.23% | 66 |
|
|
2023
Q1 | $879K | Buy |
10,288
+20
| +0.2% | +$1.71K | 0.32% | 54 |
|
|
2022
Q4 | $861K | Sell |
10,268
-1,418
| -12% | -$119K | 0.34% | 53 |
|
|
2022
Q3 | $895K | Hold |
11,686
| – | – | 0.4% | 50 |
|
|
2022
Q2 | $882K | Hold |
11,686
| – | – | 0.35% | 55 |
|
|
2022
Q1 | $791K | Hold |
11,686
| – | – | 0.27% | 58 |
|
|
2021
Q4 | $787K | Hold |
11,686
| – | – | 0.27% | 64 |
|
|
2021
Q3 | $699K | Hold |
11,686
| – | – | 0.26% | 64 |
|
|
2021
Q2 | $712K | Hold |
11,686
| – | – | 0.26% | 64 |
|
|
2021
Q1 | $717K | Sell |
11,686
-576
| -5% | -$35.3K | 0.3% | 60 |
|
|
2020
Q4 | $721K | Buy |
12,262
+100
| +0.8% | +$5.88K | 0.35% | 47 |
|
|
2020
Q3 | $750K | Sell |
12,162
-150
| -1% | -$9.25K | 0.42% | 43 |
|
|
2020
Q2 | $783K | Sell |
12,312
-675
| -5% | -$42.9K | 0.51% | 39 |
|
|
2020
Q1 | $685K | Sell |
12,987
-115
| -0.9% | -$6.07K | 0.58% | 38 |
|
|
2019
Q4 | $702K | Buy |
13,102
+222
| +2% | +$11.9K | 0.48% | 42 |
|
|
2019
Q3 | $710K | Buy |
12,880
+201
| +2% | +$11.1K | 0.56% | 39 |
|
|
2019
Q2 | $666K | Buy |
12,679
+173
| +1% | +$9.09K | 0.55% | 39 |
|
|
2019
Q1 | $647K | Buy |
12,506
+1,465
| +13% | +$75.8K | 0.56% | 40 |
|
|
2018
Q4 | $430K | Buy |
+11,041
| New | +$430K | 0.46% | 42 |
|