SWA
Sutton Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $95.4K | Buy |
1,491
+93
| +7% | +$5.95K | 0.05% | 172 |
|
|
2023
Q2 | $107K | Sell |
1,398
-452
| -24% | -$34.7K | 0.05% | 163 |
|
|
2023
Q1 | $158K | Sell |
1,850
-1,357
| -42% | -$116K | 0.08% | 123 |
|
|
2022
Q4 | $269K | Buy |
3,207
+11
| +0.3% | +$922 | 0.1% | 144 |
|
|
2022
Q3 | $245K | Sell |
3,196
-14
| -0.4% | -$1.07K | 0.1% | 147 |
|
|
2022
Q2 | $242K | Buy |
3,210
+62
| +2% | +$4.68K | 0.1% | 146 |
|
|
2022
Q1 | $213K | Hold |
3,148
| – | – | 0.07% | 175 |
|
|
2021
Q4 | $212K | Sell |
3,148
-3,128
| -50% | -$211K | 0.07% | 173 |
|
|
2021
Q3 | $375K | Sell |
6,276
-11
| -0.2% | -$658 | 0.14% | 112 |
|
|
2021
Q2 | $383K | Buy |
6,287
+17
| +0.3% | +$1.04K | 0.14% | 113 |
|
|
2021
Q1 | $384K | Buy |
6,270
+10
| +0.2% | +$613 | 0.15% | 106 |
|
|
2020
Q4 | $368K | Buy |
6,260
+3,147
| +101% | +$185K | 0.16% | 106 |
|
|
2020
Q3 | $192K | Buy |
3,113
+50
| +2% | +$3.08K | 0.09% | 145 |
|
|
2020
Q2 | $189K | Buy |
3,063
+5
| +0.2% | +$308 | 0.1% | 145 |
|
|
2020
Q1 | $161K | Buy |
3,058
+478
| +19% | +$25.2K | 0.1% | 147 |
|
|
2019
Q4 | $138K | Hold |
2,580
| – | – | 0.07% | 184 |
|
|
2019
Q3 | $142K | Hold |
2,580
| – | – | 0.08% | 179 |
|
|
2019
Q2 | $136K | Hold |
2,580
| – | – | 0.08% | 177 |
|
|
2019
Q1 | $134K | Sell |
2,580
-424
| -14% | -$21.9K | 0.08% | 177 |
|
|
2018
Q4 | $117K | Buy |
3,004
+30
| +1% | +$1.17K | 0.08% | 176 |
|
|
2018
Q3 | $128K | Sell |
2,974
-400
| -12% | -$17.2K | 0.08% | 174 |
|
|
2018
Q2 | $149K | Sell |
3,374
-417
| -11% | -$18.5K | 0.1% | 154 |
|
|
2018
Q1 | $171K | Sell |
3,791
-100
| -3% | -$4.51K | 0.12% | 139 |
|
|
2017
Q4 | $231K | Hold |
3,891
| – | – | 0.17% | 112 |
|
|
2017
Q3 | $201K | Sell |
3,891
-404
| -9% | -$20.9K | 0.15% | 117 |
|
|
2017
Q2 | $238K | Sell |
4,295
-35
| -0.8% | -$1.94K | 0.19% | 91 |
|
|
2017
Q1 | $256K | Buy |
4,330
+3
| +0.1% | +$177 | 0.21% | 75 |
|
|
2016
Q4 | $267K | Buy |
4,327
+155
| +4% | +$9.57K | 0.24% | 72 |
|
|
2016
Q3 | $267K | Hold |
4,172
| – | – | 0.24% | 70 |
|
|
2016
Q2 | $298K | Buy |
4,172
+281
| +7% | +$20K | 0.28% | 69 |
|
|
2016
Q1 | $246K | Buy |
+3,891
| New | +$246K | 0.23% | 72 |
|