SHFA
SS&H Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
14,608
-1,500
| -9% | -$77.7K | 0.25% | 72 |
|
|
2025
Q1 | $963K | Hold |
16,108
| – | – | 0.36% | 61 |
|
|
2024
Q4 | $1.03M | Hold |
16,108
| – | – | 0.37% | 61 |
|
|
2024
Q3 | $1.19M | Hold |
16,108
| – | – | 0.43% | 52 |
|
|
2024
Q2 | $1.02M | Hold |
16,108
| – | – | 0.4% | 59 |
|
|
2024
Q1 | $1.13M | Hold |
16,108
| – | – | 0.47% | 54 |
|
|
2023
Q4 | $1.05M | Hold |
16,108
| – | – | 0.44% | 55 |
|
|
2023
Q3 | $1.03M | Buy |
+16,108
| New | +$1.03M | 0.48% | 52 |
|
|
2023
Q1 | $1.38M | Hold |
16,108
| – | – | 0.63% | 45 |
|
|
2022
Q4 | $1.35M | Hold |
16,108
| – | – | 0.64% | 47 |
|
|
2022
Q3 | $1.23M | Hold |
16,108
| – | – | 0.64% | 48 |
|
|
2022
Q2 | $1.22M | Hold |
16,108
| – | – | 0.56% | 51 |
|
|
2022
Q1 | $1.09M | Buy |
+16,108
| New | +$1.09M | 0.43% | 62 |
|