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General Mills shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of General Mills (GIS) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in General Mills

Tip: Access up to 7 years of quarterly data

All positions including General Mills held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Mills by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $225k 3.6k 63.26
2024-03-31 $248k 3.6k 69.97
2023-06-30 $307k 4.0k 76.70
2023-03-31 $342k 4.0k 85.46
2022-12-31 $252k 3.0k 83.85
2022-09-30 $240k 3.0k 80.00
2022-06-30 $223k 3.0k 74.33
2022-03-31 $271k 4.0k 67.75
2021-12-31 $272k 4.0k 68.00
2021-09-30 $239k 4.0k 59.75
2021-06-30 $244k 4.0k 61.00
2019-12-31 $222k 4.2k 53.19
2019-09-30 $227k 4.2k 54.38
2019-06-30 $216k 4.1k 52.40
2019-03-31 $207k 4.1k 50.22