SWA
SFMG Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,638
| Closed | -$277K | – | 289 |
|
|
2025
Q1 | $277K | Buy |
4,638
+30
| +0.7% | +$1.79K | 0.02% | 211 |
|
|
2024
Q4 | $294K | Sell |
4,608
-33
| -0.7% | -$2.1K | 0.02% | 202 |
|
|
2024
Q3 | $343K | Buy |
4,641
+31
| +0.7% | +$2.29K | 0.03% | 184 |
|
|
2024
Q2 | $292K | Sell |
4,610
-2,041
| -31% | -$129K | 0.03% | 197 |
|
|
2024
Q1 | $465K | Sell |
6,651
-344
| -5% | -$24.1K | 0.04% | 152 |
|
|
2023
Q4 | $456K | Buy |
6,995
+6
| +0.1% | +$391 | 0.04% | 148 |
|
|
2023
Q3 | $447K | Buy |
6,989
+188
| +3% | +$12K | 0.05% | 138 |
|
|
2023
Q2 | $522K | Buy |
6,801
+28
| +0.4% | +$2.15K | 0.05% | 119 |
|
|
2023
Q1 | $579K | Sell |
6,773
-1
| -0% | -$85 | 0.06% | 119 |
|
|
2022
Q4 | $568K | Buy |
6,774
+3
| +0% | +$252 | 0.06% | 124 |
|
|
2022
Q3 | $524K | Sell |
6,771
-1
| -0% | -$77 | 0.06% | 124 |
|
|
2022
Q2 | $511K | Buy |
6,772
+2
| +0% | +$151 | 0.06% | 127 |
|
|
2022
Q1 | $458K | Sell |
6,770
-191
| -3% | -$12.9K | 0.05% | 151 |
|
|
2021
Q4 | $469K | Buy |
6,961
+2,350
| +51% | +$158K | 0.05% | 158 |
|
|
2021
Q3 | $276K | Buy |
4,611
+345
| +8% | +$20.7K | 0.03% | 202 |
|
|
2021
Q2 | $260K | Buy |
4,266
+33
| +0.8% | +$2.01K | 0.03% | 219 |
|
|
2021
Q1 | $260K | Sell |
4,233
-325
| -7% | -$20K | 0.03% | 198 |
|
|
2020
Q4 | $268K | Buy |
4,558
+7
| +0.2% | +$412 | 0.03% | 178 |
|
|
2020
Q3 | $281K | Buy |
4,551
+34
| +0.8% | +$2.1K | 0.04% | 140 |
|
|
2020
Q2 | $278K | Buy |
4,517
+435
| +11% | +$26.8K | 0.04% | 127 |
|
|
2020
Q1 | $215K | Sell |
4,082
-130
| -3% | -$6.85K | 0.03% | 122 |
|
|
2019
Q4 | $226K | Sell |
4,212
-116
| -3% | -$6.22K | 0.03% | 150 |
|
|
2019
Q3 | $239K | Hold |
4,328
| – | – | 0.03% | 130 |
|
|
2019
Q2 | $232K | Buy |
4,328
+50
| +1% | +$2.68K | 0.03% | 132 |
|
|
2019
Q1 | $221K | Buy |
+4,278
| New | +$221K | 0.03% | 130 |
|
|
2018
Q2 | – | Sell |
-4,813
| Closed | -$217K | – | 155 |
|
|
2018
Q1 | $217K | Buy |
4,813
+108
| +2% | +$4.87K | 0.04% | 132 |
|
|
2017
Q4 | $279K | Sell |
4,705
-82
| -2% | -$4.86K | 0.05% | 111 |
|
|
2017
Q3 | $248K | Hold |
4,787
| – | – | 0.05% | 112 |
|
|
2017
Q2 | $265K | Sell |
4,787
-27
| -0.6% | -$1.5K | 0.06% | 102 |
|
|
2017
Q1 | $284K | Buy |
4,814
+34
| +0.7% | +$2.01K | 0.06% | 94 |
|
|
2016
Q4 | $295K | Buy |
+4,780
| New | +$295K | 0.06% | 87 |
|
|
2015
Q2 | – | Sell |
-5,208
| Closed | -$295K | – | 134 |
|
|
2015
Q1 | $295K | Buy |
+5,208
| New | +$295K | 0.02% | 134 |
|