SWMG
Signature Wealth Management Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
52,414
-123
| -0.2% | -$6.37K | 1.07% | 38 |
|
|
2025
Q1 | $3.14M | Buy |
52,537
+4,762
| +10% | +$285K | 1.22% | 34 |
|
|
2024
Q4 | $3.05M | Buy |
47,775
+1,255
| +3% | +$80K | 1.22% | 36 |
|
|
2024
Q3 | $3.44M | Buy |
46,520
+274
| +0.6% | +$20.2K | 1.38% | 36 |
|
|
2024
Q2 | $2.93M | Buy |
46,246
+760
| +2% | +$48.1K | 1.28% | 34 |
|
|
2024
Q1 | $3.2M | Buy |
45,486
+1,198
| +3% | +$84.4K | 1.46% | 31 |
|
|
2023
Q4 | $2.88M | Buy |
+44,288
| New | +$2.88M | 1.33% | 33 |
|
|
2023
Q2 | $424K | Sell |
5,534
-43,049
| -89% | -$3.3M | 0.2% | 82 |
|
|
2023
Q1 | $4.15M | Sell |
48,583
-361
| -0.7% | -$30.9K | 1.97% | 12 |
|
|
2022
Q4 | $4.1M | Sell |
48,944
-2,136
| -4% | -$179K | 2.01% | 15 |
|
|
2022
Q3 | $3.91M | Sell |
51,080
-7,650
| -13% | -$586K | 1.99% | 10 |
|
|
2022
Q2 | $4.43M | Sell |
58,730
-2,069
| -3% | -$156K | 2.15% | 6 |
|
|
2022
Q1 | $4.12M | Buy |
60,799
+3,178
| +6% | +$215K | 1.85% | 13 |
|
|
2021
Q4 | $3.88M | Sell |
57,621
-101
| -0.2% | -$6.81K | 1.96% | 12 |
|
|
2021
Q3 | $3.45M | Buy |
57,722
+4,205
| +8% | +$252K | 1.92% | 16 |
|
|
2021
Q2 | $3.26M | Buy |
53,517
+37
| +0.1% | +$2.26K | 1.82% | 27 |
|
|
2021
Q1 | $3.28M | Buy |
53,480
+3,751
| +8% | +$230K | 1.93% | 21 |
|
|
2020
Q4 | $2.92M | Buy |
49,729
+738
| +2% | +$43.4K | 1.84% | 27 |
|
|
2020
Q3 | $3.02M | Buy |
48,991
+1,656
| +3% | +$102K | 2.17% | 18 |
|
|
2020
Q2 | $2.92M | Buy |
47,335
+572
| +1% | +$35.3K | 2.23% | 19 |
|
|
2020
Q1 | $2.47M | Sell |
46,763
-15,205
| -25% | -$802K | 2.17% | 18 |
|
|
2019
Q4 | $3.32M | Buy |
61,968
+145
| +0.2% | +$7.77K | 2.1% | 17 |
|
|
2019
Q3 | $3.41M | Sell |
61,823
-506
| -0.8% | -$27.9K | 2.26% | 13 |
|
|
2019
Q2 | $3.38M | Buy |
62,329
+811
| +1% | +$43.9K | 2.26% | 15 |
|
|
2019
Q1 | $3.18M | Buy |
61,518
+678
| +1% | +$35.1K | 2.23% | 16 |
|
|
2018
Q4 | $2.37M | Sell |
60,840
-1,201
| -2% | -$46.8K | 1.84% | 34 |
|
|
2018
Q3 | $2.74M | Buy |
62,041
+4,076
| +7% | +$180K | 2.03% | 23 |
|
|
2018
Q2 | $2.57M | Buy |
57,965
+2,117
| +4% | +$93.7K | 1.9% | 29 |
|
|
2018
Q1 | $2.52M | Buy |
55,848
+2,435
| +5% | +$110K | 1.94% | 29 |
|
|
2017
Q4 | $3.17M | Buy |
+53,413
| New | +$3.17M | 2.32% | 16 |
|