SWM
Sugarloaf Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $157K | Hold |
2,458
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $182K | Buy |
2,458
+5
| +0.2% | +$369 | 0.03% | 181 |
|
|
2024
Q2 | $155K | Buy |
2,453
+5
| +0.2% | +$316 | 0.03% | 189 |
|
|
2024
Q1 | $171K | Buy |
2,448
+6
| +0.2% | +$420 | 0.04% | 173 |
|
|
2023
Q4 | $159K | Buy |
2,442
+5
| +0.2% | +$326 | 0.04% | 173 |
|
|
2023
Q3 | $156K | Buy |
2,437
+5
| +0.2% | +$320 | 0.04% | 161 |
|
|
2023
Q2 | $187K | Buy |
2,432
+4
| +0.2% | +$307 | 0.04% | 142 |
|
|
2023
Q1 | $208K | Buy |
2,428
+3
| +0.1% | +$256 | 0.05% | 127 |
|
|
2022
Q4 | $203K | Buy |
2,425
+3
| +0.1% | +$252 | 0.05% | 125 |
|
|
2022
Q3 | $186K | Buy |
2,422
+4
| +0.2% | +$307 | 0.05% | 127 |
|
|
2022
Q2 | $182K | Buy |
2,418
+5
| +0.2% | +$376 | 0.05% | 130 |
|
|
2022
Q1 | $163K | Buy |
2,413
+3
| +0.1% | +$203 | 0.04% | 139 |
|
|
2021
Q4 | $162K | Sell |
2,410
-220
| -8% | -$14.8K | 0.04% | 147 |
|
|
2021
Q3 | $157K | Buy |
2,630
+5
| +0.2% | +$298 | 0.04% | 149 |
|
|
2021
Q2 | $160K | Buy |
2,625
+5
| +0.2% | +$305 | 0.04% | 141 |
|
|
2021
Q1 | $161 | Buy |
2,620
+4
| +0.2% | – | 0.05% | 138 |
|
|
2020
Q4 | $154K | Buy |
2,616
+5
| +0.2% | +$294 | 0.05% | 132 |
|
|
2020
Q3 | $161K | Buy |
2,611
+4
| +0.2% | +$247 | 0.06% | 123 |
|
|
2020
Q2 | $161K | Buy |
2,607
+4
| +0.2% | +$247 | 0.06% | 124 |
|
|
2020
Q1 | $137K | Sell |
2,603
-432
| -14% | -$22.7K | 0.06% | 130 |
|
|
2019
Q4 | $163K | Buy |
+3,035
| New | +$163K | 0.07% | 131 |
|