SFMG Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $278K | Buy |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $226K | Sell |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $232K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $217K | Buy |
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|
2017
Q4 | $279K | Sell |
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|
2017
Q3 | $248K | Hold |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $284K | Buy |
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|
2016
Q4 | $295K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $295K | Buy |
|