Shepherd Financial Partners’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,700
| Closed | -$1.12M | – | 241 |
|
|
2025
Q1 | $1.12M | Buy |
18,700
+4
| +0% | +$239 | 0.13% | 101 |
|
|
2024
Q4 | $1.19M | Sell |
18,696
-375
| -2% | -$23.9K | 0.14% | 88 |
|
|
2024
Q3 | $1.41M | Buy |
19,071
+1,134
| +6% | +$83.7K | 0.17% | 78 |
|
|
2024
Q2 | $1.13M | Buy |
17,937
+182
| +1% | +$11.5K | 0.15% | 90 |
|
|
2024
Q1 | $1.24M | Buy |
17,755
+178
| +1% | +$12.5K | 0.16% | 86 |
|
|
2023
Q4 | $1.14M | Buy |
17,577
+75
| +0.4% | +$4.89K | 0.16% | 87 |
|
|
2023
Q3 | $1.12M | Buy |
17,502
+776
| +5% | +$49.7K | 0.18% | 80 |
|
|
2023
Q2 | $1.28M | Buy |
16,726
+595
| +4% | +$45.6K | 0.2% | 77 |
|
|
2023
Q1 | $1.38M | Sell |
16,131
-494
| -3% | -$42.2K | 0.23% | 69 |
|
|
2022
Q4 | $1.39M | Buy |
16,625
+103
| +0.6% | +$8.64K | 0.25% | 65 |
|
|
2022
Q3 | $1.27M | Buy |
16,522
+230
| +1% | +$17.6K | 0.25% | 70 |
|
|
2022
Q2 | $1.23M | Buy |
16,292
+528
| +3% | +$39.8K | 0.24% | 72 |
|
|
2022
Q1 | $1.07M | Buy |
15,764
+83
| +0.5% | +$5.62K | 0.19% | 84 |
|
|
2021
Q4 | $1.06M | Buy |
15,681
+683
| +5% | +$46K | 0.18% | 87 |
|
|
2021
Q3 | $897K | Buy |
14,998
+197
| +1% | +$11.8K | 0.17% | 91 |
|
|
2021
Q2 | $902K | Buy |
14,801
+951
| +7% | +$58K | 0.17% | 91 |
|
|
2021
Q1 | $849K | Buy |
13,850
+84
| +0.6% | +$5.15K | 0.19% | 93 |
|
|
2020
Q4 | $809K | Buy |
13,766
+1,407
| +11% | +$82.7K | 0.18% | 91 |
|
|
2020
Q3 | $762K | Buy |
12,359
+4,051
| +49% | +$250K | 0.18% | 83 |
|
|
2020
Q2 | $512K | Sell |
8,308
-180
| -2% | -$11.1K | 0.14% | 86 |
|
|
2020
Q1 | $447K | Buy |
+8,488
| New | +$447K | 0.15% | 84 |
|