SWK
Stephen W. Kidder’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,260
| Closed | -$255K | – | 76 |
|
|
2025
Q1 | $255K | Sell |
4,260
-1,300
| -23% | -$77.7K | 0.08% | 64 |
|
|
2024
Q4 | $355K | Sell |
5,560
-40
| -0.7% | -$2.55K | 0.11% | 54 |
|
|
2024
Q3 | $414K | Sell |
5,600
-450
| -7% | -$33.2K | 0.12% | 53 |
|
|
2024
Q2 | $383K | Hold |
6,050
| – | – | 0.12% | 58 |
|
|
2024
Q1 | $423K | Hold |
6,050
| – | – | 0.14% | 57 |
|
|
2023
Q4 | $394K | Sell |
6,050
-1,665
| -22% | -$108K | 0.13% | 57 |
|
|
2023
Q3 | $494K | Sell |
7,715
-85
| -1% | -$5.44K | 0.17% | 54 |
|
|
2023
Q2 | $598K | Sell |
7,800
-300
| -4% | -$23K | 0.2% | 52 |
|
|
2023
Q1 | $692K | Sell |
8,100
-100
| -1% | -$8.55K | 0.24% | 52 |
|
|
2022
Q4 | $688K | Sell |
8,200
-200
| -2% | -$16.8K | 0.25% | 51 |
|
|
2022
Q3 | $644K | Sell |
8,400
-200
| -2% | -$15.3K | 0.26% | 45 |
|
|
2022
Q2 | $650K | Sell |
8,600
-50
| -0.6% | -$3.78K | 0.25% | 46 |
|
|
2022
Q1 | $585K | Sell |
8,650
-150
| -2% | -$10.1K | 0.19% | 51 |
|
|
2021
Q4 | $592K | Sell |
8,800
-100
| -1% | -$6.73K | 0.18% | 51 |
|
|
2021
Q3 | $533K | Sell |
8,900
-600
| -6% | -$35.9K | 0.17% | 53 |
|
|
2021
Q2 | $579K | Sell |
9,500
-450
| -5% | -$27.4K | 0.18% | 50 |
|
|
2021
Q1 | $610K | Hold |
9,950
| – | – | 0.2% | 50 |
|
|
2020
Q4 | $585K | Sell |
9,950
-50
| -0.5% | -$2.94K | 0.19% | 50 |
|
|
2020
Q3 | $617K | Sell |
10,000
-100
| -1% | -$6.17K | 0.22% | 50 |
|
|
2020
Q2 | $622K | Sell |
10,100
-525
| -5% | -$32.3K | 0.24% | 50 |
|
|
2020
Q1 | $561K | Sell |
10,625
-200
| -2% | -$10.6K | 0.25% | 48 |
|
|
2019
Q4 | $579K | Sell |
10,825
-100
| -0.9% | -$5.35K | 0.21% | 51 |
|
|
2019
Q3 | $602K | Hold |
10,925
| – | – | 0.24% | 50 |
|
|
2019
Q2 | $574K | Sell |
10,925
-325
| -3% | -$17.1K | 0.23% | 52 |
|
|
2019
Q1 | $582K | Hold |
11,250
| – | – | 0.24% | 49 |
|
|
2018
Q4 | $438K | Hold |
11,250
| – | – | 0.19% | 55 |
|
|
2018
Q3 | $483K | Sell |
11,250
-550
| -5% | -$23.6K | 0.18% | 60 |
|
|
2018
Q2 | $523K | Sell |
11,800
-100
| -0.8% | -$4.43K | 0.2% | 60 |
|
|
2018
Q1 | $536K | Sell |
11,900
-3,000
| -20% | -$135K | 0.2% | 62 |
|
|
2017
Q4 | $884K | Hold |
14,900
| – | – | 0.32% | 54 |
|
|
2017
Q3 | $771K | Hold |
14,900
| – | – | 0.28% | 55 |
|
|
2017
Q2 | $825K | Sell |
14,900
-25
| -0.2% | -$1.38K | 0.31% | 56 |
|
|
2017
Q1 | $881K | Sell |
14,925
-200
| -1% | -$11.8K | 0.34% | 56 |
|
|
2016
Q4 | $935K | Hold |
15,125
| – | – | 0.38% | 55 |
|
|
2016
Q3 | $967K | Sell |
15,125
-725
| -5% | -$46.4K | 0.38% | 53 |
|
|
2016
Q2 | $1.13M | Sell |
15,850
-450
| -3% | -$32.1K | 0.45% | 52 |
|
|
2016
Q1 | $1.03M | Buy |
16,300
+3,000
| +23% | +$190K | 0.42% | 53 |
|
|
2015
Q4 | $767K | Hold |
13,300
| – | – | 0.33% | 59 |
|
|
2015
Q3 | $747K | Hold |
13,300
| – | – | 0.37% | 54 |
|
|
2015
Q2 | $741K | Hold |
13,300
| – | – | 0.33% | 55 |
|
|
2015
Q1 | $752K | Hold |
13,300
| – | – | 0.33% | 58 |
|
|
2014
Q4 | $709K | Hold |
13,300
| – | – | 0.31% | 62 |
|
|
2014
Q3 | $671K | Buy |
+13,300
| New | +$671K | 0.3% | 61 |
|