SWM
SilverOak Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
12,688
-384
| -3% | -$19.9K | 0.12% | 56 |
|
|
2025
Q1 | $782K | Hold |
13,072
| – | – | 0.17% | 45 |
|
|
2024
Q4 | $834K | Sell |
13,072
-1,402
| -10% | -$89.4K | 0.18% | 47 |
|
|
2024
Q3 | $1.07M | Sell |
14,474
-356
| -2% | -$26.3K | 0.24% | 41 |
|
|
2024
Q2 | $938K | Buy |
14,830
+2,068
| +16% | +$131K | 0.23% | 42 |
|
|
2024
Q1 | $893K | Hold |
12,762
| – | – | 0.22% | 43 |
|
|
2023
Q4 | $831K | Buy |
+12,762
| New | +$831K | 0.22% | 42 |
|