SFWA
Summit Financial Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,550
| Closed | -$213K | – | 154 |
|
|
2024
Q4 | $213K | Hold |
3,550
| – | – | 0.04% | 143 |
|
|
2024
Q3 | $262K | Hold |
3,550
| – | – | 0.05% | 127 |
|
|
2024
Q2 | $225K | Hold |
3,550
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $248K | Buy |
+3,550
| New | +$248K | 0.05% | 116 |
|
|
2023
Q3 | – | Sell |
-4,000
| Closed | -$307K | – | 125 |
|
|
2023
Q2 | $307K | Hold |
4,000
| – | – | 0.07% | 101 |
|
|
2023
Q1 | $342K | Buy |
4,000
+1,000
| +33% | +$85.5K | 0.08% | 100 |
|
|
2022
Q4 | $252K | Hold |
3,000
| – | – | 0.06% | 114 |
|
|
2022
Q3 | $240K | Hold |
3,000
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $223K | Sell |
3,000
-1,000
| -25% | -$74.3K | 0.05% | 119 |
|
|
2022
Q1 | $271K | Hold |
4,000
| – | – | 0.05% | 109 |
|
|
2021
Q4 | $272K | Hold |
4,000
| – | – | 0.05% | 114 |
|
|
2021
Q3 | $239K | Hold |
4,000
| – | – | 0.05% | 114 |
|
|
2021
Q2 | $244K | Buy |
+4,000
| New | +$244K | 0.06% | 109 |
|
|
2020
Q1 | – | Sell |
-4,174
| Closed | -$222K | – | 128 |
|
|
2019
Q4 | $222K | Hold |
4,174
| – | – | 0.05% | 126 |
|
|
2019
Q3 | $227K | Buy |
4,174
+52
| +1% | +$2.83K | 0.06% | 131 |
|
|
2019
Q2 | $216K | Hold |
4,122
| – | – | 0.05% | 139 |
|
|
2019
Q1 | $207K | Buy |
+4,122
| New | +$207K | 0.05% | 126 |
|