Mark Sheptoff Financial Planning, LLC General Mills Inc Transaction History

Mark Sheptoff Financial Planning, LLC

$177 Million
Q1 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in General Mills Inc stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 525 shares of GIS stock, worth $27,216. This represents 0.02% of its overall portfolio holdings.

Number of Shares

525

Previous 525 -0.0%

Holding current value

$27,216

Previous $33,000 6.06%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$76.3 - $90.61 $30,520 - $36,244	400 Added 320.0%	525 $40,000
Q1 2023 May 11, 2023	SELL	$75.11 - $85.97 $6,384 - $7,307	-85 Reduced 40.48%	125 $10,000
Q4 2022 Feb 14, 2023	BUY	$74.97 - $87.56 $6,372 - $7,442	85 Added 68.0%	210 $17,000
Q1 2022 May 12, 2022	SELL	$62.27 - $69.9 $13,325 - $14,958	-214 Reduced 63.13%	125 $8,000
Q4 2021 Feb 11, 2022	BUY	$60.62 - $68.86 $7,698 - $8,745	127 Added 59.91%	339 $23,000
Q3 2021 Nov 10, 2021	BUY	$56.79 - $60.86 $113 - $121	2 Added 0.95%	212 $13,000
Q2 2021 Aug 12, 2021	BUY	$59.15 - $64.03 $59 - $64	1 Added 0.48%	210 $13,000
Q1 2021 May 11, 2021	BUY	$54.37 - $62.49 $108 - $124	2 Added 0.97%	209 $13,000
Q4 2020 Feb 11, 2021	BUY	$58.36 - $62.72 $116 - $125	2 Added 0.98%	207 $12,000
Q3 2020 Nov 12, 2020	BUY	$57.32 - $65.74 $114 - $131	2 Added 0.99%	205 $13,000
Q2 2020 Aug 10, 2020	BUY	$53.12 - $63.56 $53 - $63	1 Added 0.5%	203 $13,000
Q1 2020 May 07, 2020	BUY	$47.28 - $59.67 $94 - $119	2 Added 1.0%	202 $11,000
Q4 2019 Feb 10, 2020	BUY	$50.0 - $54.61 $10,000 - $10,922	200 New	200 $11,000
Q3 2018 Nov 13, 2018	SELL	$42.89 - $47.77 $382,149 - $425,630	-8,910 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$41.21 - $46.06 $335,861 - $375,389	8,150 Added 1072.37%	8,910 $394,000
Q1 2018 May 08, 2018	SELL	$44.21 - $60.2 $19,894 - $27,090	-450 Reduced 37.19%	760 $34,000
Q4 2017 Feb 09, 2018	SELL	$50.1 - $60.18 $175,350 - $210,630	-3,500 Reduced 74.31%	1,210 $72,000
Q3 2017 Nov 09, 2017	BUY	$51.23 - $57.68 $241,293 - $271,672	4,710	4,710 $244,000

Others Institutions Holding GIS

# of Institutions

1,780

Shares Held

448M

Call Options Held

5.25M

Put Options Held

4.1M

View Full List

About GENERAL MILLS INC

Ticker GIS
Exchange NYSE
Sector Consumer Defensive
Industry Packaged Foods
Shares Outstandng 593,536,000
Market Cap $30.8B
Description
General Mills, Inc. manufactures and markets branded consumer foods worldwide. The company operates in five segments: North America Retail; Convenience Stores & Foodservice; Europe & Australia; Asia & Latin America; and Pet. It offers ready-to-eat cereals, refrigerated yogurt, soup, meal kits, refrigerated and frozen dough products, ...

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Mark Sheptoff Financial Planning, LLC General Mills Inc Transaction History