SW
Simplicity Wealth’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
44,718
+19,913
| +80% | +$1.03M | 0.1% | 196 |
|
|
2025
Q1 | $1.48M | Buy |
24,805
+7,627
| +44% | +$456K | 0.12% | 195 |
|
|
2024
Q4 | $1.1M | Sell |
17,178
-8,139
| -32% | -$519K | 0.23% | 84 |
|
|
2024
Q3 | $1.87M | Sell |
25,317
-9,989
| -28% | -$738K | 0.17% | 118 |
|
|
2024
Q2 | $2.23M | Buy |
35,306
+1,781
| +5% | +$113K | 0.05% | 335 |
|
|
2024
Q1 | $2.35M | Buy |
33,525
+25,715
| +329% | +$1.8M | 0.06% | 321 |
|
|
2023
Q4 | $509K | Buy |
7,810
+766
| +11% | +$49.9K | 0.2% | 96 |
|
|
2023
Q3 | $451K | Buy |
7,044
+66
| +0.9% | +$4.22K | 0.26% | 48 |
|
|
2023
Q2 | $535K | Buy |
6,978
+20
| +0.3% | +$1.53K | 0.33% | 48 |
|
|
2023
Q1 | $595K | Sell |
6,958
-74
| -1% | -$6.32K | 0.4% | 38 |
|
|
2022
Q4 | $590K | Buy |
7,032
+74
| +1% | +$6.21K | 0.52% | 29 |
|
|
2022
Q3 | $533K | Hold |
6,958
| – | – | 0.72% | 43 |
|
|
2022
Q2 | $525K | Hold |
6,958
| – | – | 0.77% | 40 |
|
|
2022
Q1 | $471K | Buy |
+6,958
| New | +$471K | 0.46% | 49 |
|