SVWAG
Sound View Wealth Advisors Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
39,888
+2,119
| +6% | +$110K | 0.15% | 128 |
|
|
2025
Q1 | $2.26M | Sell |
37,769
-266
| -0.7% | -$15.9K | 0.19% | 113 |
|
|
2024
Q4 | $2.43M | Sell |
38,035
-451
| -1% | -$28.8K | 0.2% | 106 |
|
|
2024
Q3 | $2.84M | Buy |
38,486
+596
| +2% | +$44K | 0.23% | 98 |
|
|
2024
Q2 | $2.4M | Sell |
37,890
-426
| -1% | -$26.9K | 0.25% | 91 |
|
|
2024
Q1 | $2.68M | Sell |
38,316
-657
| -2% | -$46K | 0.29% | 83 |
|
|
2023
Q4 | $2.54M | Sell |
38,973
-1,036
| -3% | -$67.5K | 0.28% | 87 |
|
|
2023
Q3 | $2.56M | Buy |
40,009
+142
| +0.4% | +$9.09K | 0.32% | 75 |
|
|
2023
Q2 | $3.06M | Sell |
39,867
-84
| -0.2% | -$6.44K | 0.4% | 62 |
|
|
2023
Q1 | $3.41M | Buy |
39,951
+978
| +3% | +$83.6K | 0.47% | 58 |
|
|
2022
Q4 | $2.54M | Buy |
38,973
+3,903
| +11% | +$254K | 0.28% | 87 |
|
|
2022
Q3 | $2.69M | Sell |
35,070
-519
| -1% | -$39.8K | 0.6% | 48 |
|
|
2022
Q2 | $2.69M | Sell |
35,589
-3,992
| -10% | -$301K | 0.56% | 50 |
|
|
2022
Q1 | $2.68M | Buy |
39,581
+204
| +0.5% | +$13.8K | 0.51% | 53 |
|
|
2021
Q4 | $2.65M | Sell |
39,377
-1,395
| -3% | -$94K | 0.5% | 53 |
|
|
2021
Q3 | $2.44M | Sell |
40,772
-221
| -0.5% | -$13.2K | 0.51% | 52 |
|
|
2021
Q2 | $2.5M | Buy |
40,993
+5
| +0% | +$305 | 0.53% | 50 |
|
|
2021
Q1 | $2.51M | Buy |
40,988
+5
| +0% | +$307 | 0.59% | 47 |
|
|
2020
Q4 | $2.41M | Sell |
40,983
-442
| -1% | -$26K | 0.59% | 46 |
|
|
2020
Q3 | $2.56M | Sell |
41,425
-96
| -0.2% | -$5.92K | 0.67% | 42 |
|
|
2020
Q2 | $2.56M | Buy |
41,521
+4,994
| +14% | +$308K | 0.72% | 42 |
|
|
2020
Q1 | $1.93M | Sell |
36,527
-84
| -0.2% | -$4.43K | 0.67% | 47 |
|
|
2019
Q4 | $1.96M | Sell |
36,611
-727
| -2% | -$38.9K | 0.55% | 58 |
|
|
2019
Q3 | $2.06M | Sell |
37,338
-1,816
| -5% | -$100K | 0.61% | 50 |
|
|
2019
Q2 | $2.06M | Buy |
+39,154
| New | +$2.06M | 0.61% | 53 |
|