SIA
Soltis Investment Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,141
| Closed | -$2.4M | – | 399 |
|
|
2025
Q1 | $2.4M | Buy |
+40,141
| New | +$2.4M | 0.21% | 112 |
|
|
2024
Q2 | – | Sell |
-5,025
| Closed | -$352K | – | 337 |
|
|
2024
Q1 | $352K | Buy |
5,025
+112
| +2% | +$7.84K | 0.04% | 233 |
|
|
2023
Q4 | $320K | Sell |
4,913
-1,432
| -23% | -$93.3K | 0.04% | 234 |
|
|
2023
Q3 | $406K | Buy |
+6,345
| New | +$406K | 0.05% | 185 |
|
|
2023
Q2 | – | Sell |
-35,506
| Closed | -$3.03M | – | 269 |
|
|
2023
Q1 | $3.03M | Sell |
35,506
-4,941
| -12% | -$422K | 0.39% | 76 |
|
|
2022
Q4 | $3.39M | Sell |
40,447
-585
| -1% | -$49.1K | 0.45% | 66 |
|
|
2022
Q3 | $3.14M | Sell |
41,032
-10,006
| -20% | -$766K | 0.47% | 64 |
|
|
2022
Q2 | $3.85M | Buy |
51,038
+9,578
| +23% | +$723K | 0.56% | 40 |
|
|
2022
Q1 | $2.81M | Buy |
41,460
+8,662
| +26% | +$587K | 0.39% | 62 |
|
|
2021
Q4 | $2.21M | Buy |
32,798
+3,022
| +10% | +$204K | 0.31% | 71 |
|
|
2021
Q3 | $1.78M | Buy |
29,776
+2,095
| +8% | +$125K | 0.28% | 79 |
|
|
2021
Q2 | $1.69M | Buy |
27,681
+3,986
| +17% | +$243K | 0.27% | 80 |
|
|
2021
Q1 | $1.45M | Buy |
23,695
+5,974
| +34% | +$366K | 0.27% | 76 |
|
|
2020
Q4 | $1.04M | Buy |
17,721
+4,106
| +30% | +$241K | 0.19% | 89 |
|
|
2020
Q3 | $840K | Sell |
13,615
-821
| -6% | -$50.7K | 0.2% | 89 |
|
|
2020
Q2 | $890K | Buy |
14,436
+4,362
| +43% | +$269K | 0.23% | 74 |
|
|
2020
Q1 | $532K | Buy |
10,074
+1,616
| +19% | +$85.3K | 0.17% | 73 |
|
|
2019
Q4 | $453K | Buy |
+8,458
| New | +$453K | 0.09% | 92 |
|