SFMG Wealth Advisors’s General Mills GIS Stock Holding History

SFMG Wealth Advisors’s Portfolio GIS Stock Details GIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,638	Closed	-$277K	–	289
2025 Q1	$277K	Buy	4,638 +30	+0.7%	+$1.8K	0.02%	211
2024 Q4	$294K	Sell	4,608 -33	-0.7%	-$2.21K	0.02%	202
2024 Q3	$343K	Buy	4,641 +31	+0.7%	+$2.15K	0.03%	184
2024 Q2	$292K	Sell	4,610 -2,041	-31%	-$140K	0.03%	197
2024 Q1	$465K	Sell	6,651 -344	-5%	-$22.4K	0.04%	152
2023 Q4	$456K	Buy	6,995 +6	+0.1%	+$387	0.04%	148
2023 Q3	$447K	Buy	6,989 +188	+3%	+$13.3K	0.05%	138
2023 Q2	$522K	Buy	6,801 +28	+0.4%	+$2.39K	0.05%	119
2023 Q1	$579K	Sell	6,773 -1	-0%	-$80	0.06%	119
2022 Q4	$568K	Buy	6,774 +3	+0%	+$244	0.06%	124
2022 Q3	$524K	Sell	6,771 -1	-0%	-$76	0.06%	124
2022 Q2	$511K	Buy	6,772 +2	+0%	+$140	0.06%	127
2022 Q1	$458K	Sell	6,770 -191	-3%	-$12.8K	0.05%	151
2021 Q4	$469K	Buy	6,961 +2,350	+51%	+$149K	0.05%	159
2021 Q3	$276K	Buy	4,611 +345	+8%	+$20.4K	0.03%	202
2021 Q2	$260K	Buy	4,266 +33	+0.8%	+$2.04K	0.03%	219
2021 Q1	$260K	Sell	4,233 -325	-7%	-$18.8K	0.03%	198
2020 Q4	$268K	Buy	4,558 +7	+0.2%	+$423	0.03%	178
2020 Q3	$281K	Buy	4,551 +34	+0.8%	+$2.13K	0.04%	140
2020 Q2	$278K	Buy	4,517 +435	+11%	+$26.2K	0.04%	127
2020 Q1	$215K	Sell	4,082 -130	-3%	-$6.87K	0.03%	122
2019 Q4	$226K	Sell	4,212 -116	-3%	-$6.11K	0.03%	150
2019 Q3	$239K	Hold	4,328	–	–	0.03%	130
2019 Q2	$232K	Buy	4,328 +50	+1%	+$2.58K	0.03%	132
2019 Q1	$221K	Buy	+4,278	New	+$194K	0.03%	130
2018 Q2	–	Sell	-4,813	Closed	-$217K	–	158
2018 Q1	$217K	Buy	4,813 +108	+2%	+$5.86K	0.04%	132
2017 Q4	$279K	Sell	4,705 -82	-2%	-$4.43K	0.05%	111
2017 Q3	$248K	Hold	4,787	–	–	0.05%	112
2017 Q2	$265K	Sell	4,787 -27	-0.6%	-$1.54K	0.06%	102
2017 Q1	$284K	Buy	4,814 +34	+0.7%	+$2.08K	0.06%	94
2016 Q4	$295K	Buy	+4,780	New	+$296K	0.06%	87
2015 Q2	–	Sell	-5,208	Closed	-$295K	–	134
2015 Q1	$295K	Buy	+5,208	New	+$278K	0.02%	134