SWM
SeaCrest Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
5,677
+401
| +8% | +$20.8K | 0.03% | 458 |
|
|
2025
Q1 | $315K | Buy |
5,276
+119
| +2% | +$7.12K | 0.04% | 461 |
|
|
2024
Q4 | $329K | Buy |
5,157
+84
| +2% | +$5.36K | 0.03% | 462 |
|
|
2024
Q3 | $375K | Buy |
5,073
+29
| +0.6% | +$2.14K | 0.04% | 417 |
|
|
2024
Q2 | $319K | Sell |
5,044
-39
| -0.8% | -$2.47K | 0.04% | 435 |
|
|
2024
Q1 | $356K | Sell |
5,083
-396
| -7% | -$27.7K | 0.04% | 400 |
|
|
2023
Q4 | $356K | Sell |
5,479
-556
| -9% | -$36.1K | 0.04% | 403 |
|
|
2023
Q3 | $386K | Sell |
6,035
-1,103
| -15% | -$70.6K | 0.05% | 373 |
|
|
2023
Q2 | $548K | Buy |
7,138
+48
| +0.7% | +$3.68K | 0.07% | 295 |
|
|
2023
Q1 | $606K | Sell |
7,090
-4,652
| -40% | -$398K | 0.08% | 273 |
|
|
2022
Q4 | $985K | Sell |
11,742
-439
| -4% | -$36.8K | 0.14% | 167 |
|
|
2022
Q3 | $933K | Buy |
12,181
+3,684
| +43% | +$282K | 0.14% | 159 |
|
|
2022
Q2 | $641K | Buy |
8,497
+1,168
| +16% | +$88.1K | 0.08% | 258 |
|
|
2022
Q1 | $496K | Sell |
7,329
-85
| -1% | -$5.75K | 0.06% | 355 |
|
|
2021
Q4 | $500K | Sell |
7,414
-134
| -2% | -$9.04K | 0.05% | 359 |
|
|
2021
Q3 | $452K | Sell |
7,548
-141
| -2% | -$8.44K | 0.05% | 367 |
|
|
2021
Q2 | $468K | Sell |
7,689
-1,115
| -13% | -$67.9K | 0.06% | 355 |
|
|
2021
Q1 | $540K | Sell |
8,804
-5,805
| -40% | -$356K | 0.07% | 300 |
|
|
2020
Q4 | $859K | Sell |
14,609
-123
| -0.8% | -$7.23K | 0.12% | 178 |
|
|
2020
Q3 | $909K | Buy |
14,732
+219
| +2% | +$13.5K | 0.15% | 155 |
|
|
2020
Q2 | $895K | Sell |
14,513
-4,453
| -23% | -$275K | 0.15% | 145 |
|
|
2020
Q1 | $1M | Sell |
18,966
-2,162
| -10% | -$114K | 0.22% | 101 |
|
|
2019
Q4 | $1.13M | Buy |
21,128
+771
| +4% | +$41.3K | 0.19% | 124 |
|
|
2019
Q3 | $1.12M | Buy |
20,357
+1,841
| +10% | +$101K | 0.21% | 115 |
|
|
2019
Q2 | $972K | Sell |
18,516
-715
| -4% | -$37.5K | 0.2% | 122 |
|
|
2019
Q1 | $995K | Sell |
19,231
-410
| -2% | -$21.2K | 0.17% | 123 |
|
|
2018
Q4 | $765K | Buy |
19,641
+11,038
| +128% | +$430K | 0.16% | 138 |
|
|
2018
Q3 | $369K | Sell |
8,603
-11,086
| -56% | -$476K | 0.06% | 336 |
|
|
2018
Q2 | $871K | Buy |
19,689
+11,893
| +153% | +$526K | 0.16% | 128 |
|
|
2018
Q1 | $351K | Sell |
7,796
-1,589
| -17% | -$71.5K | 0.06% | 337 |
|
|
2017
Q4 | $556K | Buy |
+9,385
| New | +$556K | 0.1% | 214 |
|