SWM
Spire Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.4K | Sell |
1,186
-12,774
| -92% | -$662K | ﹤0.01% | 1132 |
|
|
2025
Q1 | $835K | Sell |
13,960
-3,641
| -21% | -$218K | 0.03% | 442 |
|
|
2024
Q4 | $1.12M | Sell |
17,601
-19,730
| -53% | -$1.26M | 0.03% | 365 |
|
|
2024
Q3 | $2.76M | Sell |
37,331
-40,222
| -52% | -$2.97M | 0.09% | 179 |
|
|
2024
Q2 | $4.91M | Sell |
77,553
-31,770
| -29% | -$2.01M | 0.17% | 121 |
|
|
2024
Q1 | $7.65M | Sell |
109,323
-1,886
| -2% | -$132K | 0.14% | 110 |
|
|
2023
Q4 | $7.02M | Buy |
111,209
+87,781
| +375% | +$5.54M | 0.23% | 88 |
|
|
2023
Q3 | $1.5M | Sell |
23,428
-8,000
| -25% | -$512K | 0.06% | 258 |
|
|
2023
Q2 | $2.41M | Sell |
31,428
-67,170
| -68% | -$5.15M | 0.09% | 209 |
|
|
2023
Q1 | $8.43M | Buy |
98,598
+23,446
| +31% | +$2M | 0.33% | 64 |
|
|
2022
Q4 | $6.3M | Buy |
75,152
+60,937
| +429% | +$5.11M | 0.35% | 64 |
|
|
2022
Q3 | $1.09M | Sell |
14,215
-24,947
| -64% | -$1.91M | 0.07% | 203 |
|
|
2022
Q2 | $2.96M | Buy |
39,162
+1,649
| +4% | +$124K | 0.12% | 162 |
|
|
2022
Q1 | $2.54M | Buy |
37,513
+1,802
| +5% | +$122K | 0.07% | 237 |
|
|
2021
Q4 | $2.41M | Sell |
35,711
-9,208
| -20% | -$620K | 0.05% | 278 |
|
|
2021
Q3 | $2.69M | Buy |
44,919
+405
| +0.9% | +$24.2K | 0.07% | 236 |
|
|
2021
Q2 | $2.71M | Sell |
44,514
-1,679
| -4% | -$102K | 0.07% | 237 |
|
|
2021
Q1 | $2.83M | Buy |
+46,193
| New | +$2.83M | 0.08% | 222 |
|