SSWM
Sheets Smith Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
25,659
-5,593
| -18% | -$290K | 0.16% | 131 |
|
|
2025
Q1 | $1.87M | Sell |
31,252
-3,315
| -10% | -$198K | 0.23% | 97 |
|
|
2024
Q4 | $2.2M | Sell |
34,567
-4,985
| -13% | -$318K | 0.27% | 90 |
|
|
2024
Q3 | $2.92M | Sell |
39,552
-778
| -2% | -$57.5K | 0.36% | 70 |
|
|
2024
Q2 | $2.55M | Sell |
40,330
-1,814
| -4% | -$115K | 0.31% | 80 |
|
|
2024
Q1 | $2.95M | Buy |
42,144
+28
| +0.1% | +$1.96K | 0.33% | 72 |
|
|
2023
Q4 | $2.74M | Sell |
42,116
-88
| -0.2% | -$5.73K | 0.39% | 67 |
|
|
2023
Q3 | $2.7M | Sell |
42,204
-368
| -0.9% | -$23.5K | 0.41% | 63 |
|
|
2023
Q2 | $3.27M | Sell |
42,572
-681
| -2% | -$52.2K | 0.48% | 55 |
|
|
2023
Q1 | $3.7M | Sell |
43,253
-204
| -0.5% | -$17.4K | 0.56% | 47 |
|
|
2022
Q4 | $3.64M | Sell |
43,457
-1,986
| -4% | -$167K | 0.57% | 48 |
|
|
2022
Q3 | $3.48M | Sell |
45,443
-60,159
| -57% | -$4.61M | 0.58% | 45 |
|
|
2022
Q2 | $7.97M | Buy |
105,602
+25
| +0% | +$1.89K | 1.31% | 19 |
|
|
2022
Q1 | $7.15M | Sell |
105,577
-475
| -0.4% | -$32.2K | 0.99% | 24 |
|
|
2021
Q4 | $7.15M | Buy |
106,052
+4,146
| +4% | +$279K | 0.89% | 30 |
|
|
2021
Q3 | $6.1M | Sell |
101,906
-451
| -0.4% | -$27K | 0.83% | 30 |
|
|
2021
Q2 | $6.24M | Buy |
102,357
+241
| +0.2% | +$14.7K | 0.84% | 29 |
|
|
2021
Q1 | $6.26M | Buy |
102,116
+60
| +0.1% | +$3.68K | 0.92% | 29 |
|
|
2020
Q4 | $6M | Sell |
102,056
-959
| -0.9% | -$56.4K | 0.91% | 29 |
|
|
2020
Q3 | $6.35M | Buy |
103,015
+34
| +0% | +$2.1K | 1.11% | 25 |
|
|
2020
Q2 | $6.35M | Buy |
102,981
+36
| +0% | +$2.22K | 1.27% | 21 |
|
|
2020
Q1 | $5.43M | Sell |
102,945
-316
| -0.3% | -$16.7K | 1.14% | 25 |
|
|
2019
Q4 | $5.53M | Sell |
103,261
-939
| -0.9% | -$50.3K | 1.06% | 21 |
|
|
2019
Q3 | $5.74M | Buy |
104,200
+49
| +0% | +$2.7K | 1.18% | 19 |
|
|
2019
Q2 | $5.47M | Buy |
104,151
+49
| +0% | +$2.57K | 1.12% | 21 |
|
|
2019
Q1 | $5.39M | Sell |
104,102
-895
| -0.9% | -$46.3K | 1.17% | 18 |
|
|
2018
Q4 | $4.09M | Sell |
104,997
-2,364
| -2% | -$92.1K | 1.1% | 21 |
|
|
2018
Q3 | $4.61M | Buy |
107,361
+16,939
| +19% | +$727K | 0.95% | 23 |
|
|
2018
Q2 | $4M | Buy |
+90,422
| New | +$4M | 0.94% | 25 |
|