SIAP
Sterling Investment Advisors (Pennsylvania)’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
21,175
-1,250
| -6% | -$64.8K | 0.24% | 93 |
|
|
2025
Q1 | $1.34M | Hold |
22,425
| – | – | 0.32% | 80 |
|
|
2024
Q4 | $1.43M | Sell |
22,425
-700
| -3% | -$44.6K | 0.35% | 72 |
|
|
2024
Q3 | $1.71M | Hold |
23,125
| – | – | 0.43% | 67 |
|
|
2024
Q2 | $1.46M | Hold |
23,125
| – | – | 0.4% | 66 |
|
|
2024
Q1 | $1.62M | Hold |
23,125
| – | – | 0.45% | 62 |
|
|
2023
Q4 | $1.51M | Sell |
23,125
-4,000
| -15% | -$261K | 0.47% | 60 |
|
|
2023
Q3 | $1.74M | Buy |
27,125
+1,250
| +5% | +$80K | 0.61% | 56 |
|
|
2023
Q2 | $1.98M | Hold |
25,875
| – | – | 0.66% | 49 |
|
|
2023
Q1 | $2.21M | Sell |
25,875
-1,650
| -6% | -$141K | 0.75% | 46 |
|
|
2022
Q4 | $2.31M | Sell |
27,525
-1,875
| -6% | -$157K | 0.83% | 43 |
|
|
2022
Q3 | $2.25M | Hold |
29,400
| – | – | 0.84% | 42 |
|
|
2022
Q2 | $2.22M | Buy |
29,400
+1,300
| +5% | +$98.1K | 0.76% | 45 |
|
|
2022
Q1 | $1.9M | Sell |
28,100
-200
| -0.7% | -$13.5K | 0.54% | 59 |
|
|
2021
Q4 | $1.91M | Sell |
28,300
-310
| -1% | -$20.9K | 0.54% | 62 |
|
|
2021
Q3 | $1.71M | Sell |
28,610
-5,848
| -17% | -$350K | 0.51% | 63 |
|
|
2021
Q2 | $2.1M | Sell |
34,458
-697
| -2% | -$42.5K | 0.61% | 53 |
|
|
2021
Q1 | $2.16M | Buy |
35,155
+252
| +0.7% | +$15.5K | 0.7% | 45 |
|
|
2020
Q4 | $2.05M | Buy |
34,903
+1,603
| +5% | +$94.2K | 0.7% | 44 |
|
|
2020
Q3 | $2.05M | Sell |
33,300
-1,400
| -4% | -$86.4K | 0.79% | 36 |
|
|
2020
Q2 | $2.14M | Sell |
34,700
-300
| -0.9% | -$18.5K | 0.89% | 31 |
|
|
2020
Q1 | $1.85M | Sell |
35,000
-954
| -3% | -$50.3K | 0.98% | 25 |
|
|
2019
Q4 | $1.93M | Sell |
35,954
-900
| -2% | -$48.2K | 0.88% | 34 |
|
|
2019
Q3 | $2.03M | Sell |
36,854
-200
| -0.5% | -$11K | 1.04% | 25 |
|
|
2019
Q2 | $1.95M | Sell |
37,054
-4,000
| -10% | -$210K | 1% | 28 |
|
|
2019
Q1 | $2.13M | Buy |
41,054
+23,450
| +133% | +$1.21M | 1.08% | 26 |
|
|
2018
Q4 | $685K | Buy |
17,604
+17,250
| +4,873% | +$671K | 0.4% | 67 |
|
|
2018
Q3 | $15K | Hold |
354
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $15K | Hold |
354
| – | – | 0.01% | 308 |
|
|
2018
Q1 | $16K | Hold |
354
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $21K | Hold |
354
| – | – | 0.01% | 257 |
|
|
2017
Q3 | $18K | Hold |
354
| – | – | 0.01% | 260 |
|
|
2017
Q2 | $20K | Sell |
354
-385
| -52% | -$21.8K | 0.01% | 254 |
|
|
2017
Q1 | $44K | Buy |
739
+385
| +109% | +$22.9K | 0.03% | 184 |
|
|
2016
Q4 | $22K | Buy |
+354
| New | +$22K | 0.02% | 208 |
|