1WA
180 Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
9,023
+1,196
| +15% | +$62K | 0.07% | 253 |
|
|
2025
Q1 | $468K | Buy |
7,827
+848
| +12% | +$50.7K | 0.07% | 241 |
|
|
2024
Q4 | $445K | Sell |
6,979
-192
| -3% | -$12.2K | 0.07% | 242 |
|
|
2024
Q3 | $530K | Sell |
7,171
-527
| -7% | -$38.9K | 0.08% | 214 |
|
|
2024
Q2 | $486K | Sell |
7,698
-1,340
| -15% | -$84.6K | 0.08% | 219 |
|
|
2024
Q1 | $632K | Sell |
9,038
-323
| -3% | -$22.6K | 0.11% | 177 |
|
|
2023
Q4 | $625K | Sell |
9,361
-16,566
| -64% | -$1.11M | 0.13% | 170 |
|
|
2023
Q3 | $1.66M | Sell |
25,927
-709
| -3% | -$45.4K | 0.37% | 76 |
|
|
2023
Q2 | $2.05M | Buy |
26,636
+2,335
| +10% | +$180K | 0.45% | 62 |
|
|
2023
Q1 | $2.08M | Sell |
24,301
-5,004
| -17% | -$428K | 0.48% | 58 |
|
|
2022
Q4 | $2.25M | Sell |
29,305
-2,547
| -8% | -$196K | 0.53% | 55 |
|
|
2022
Q3 | $2.44M | Buy |
31,852
+2,879
| +10% | +$221K | 0.67% | 37 |
|
|
2022
Q2 | $2.2M | Buy |
28,973
+125
| +0.4% | +$9.47K | 0.56% | 46 |
|
|
2022
Q1 | $2.07M | Buy |
28,848
+486
| +2% | +$34.9K | 0.45% | 62 |
|
|
2021
Q4 | $1.96M | Buy |
28,362
+1,887
| +7% | +$130K | 0.44% | 64 |
|
|
2021
Q3 | $1.65M | Buy |
26,475
+1,364
| +5% | +$84.8K | 0.36% | 75 |
|
|
2021
Q2 | $1.47M | Buy |
25,111
+531
| +2% | +$31.1K | 0.34% | 85 |
|
|
2021
Q1 | $1.55M | Buy |
24,580
+1,014
| +4% | +$64K | 0.38% | 75 |
|
|
2020
Q4 | $1.31M | Buy |
23,566
+1,313
| +6% | +$73.1K | 0.38% | 75 |
|
|
2020
Q3 | $1.36M | Buy |
22,253
+16,374
| +279% | +$1M | 0.51% | 52 |
|
|
2020
Q2 | $380K | Buy |
5,879
+113
| +2% | +$7.3K | 0.15% | 144 |
|
|
2020
Q1 | $316K | Hold |
5,766
| – | – | 0.16% | 150 |
|
|
2019
Q4 | $308K | Hold |
5,766
| – | – | 0.12% | 196 |
|
|
2019
Q3 | $313K | Hold |
5,766
| – | – | 0.14% | 187 |
|
|
2019
Q2 | $311K | Hold |
5,766
| – | – | 0.14% | 177 |
|
|
2019
Q1 | $295K | Buy |
5,766
+395
| +7% | +$20.2K | 0.13% | 192 |
|
|
2018
Q4 | $231K | Hold |
5,371
| – | – | 0.11% | 222 |
|
|
2018
Q3 | $231K | Hold |
5,371
| – | – | 0.11% | 222 |
|
|
2018
Q2 | $238K | Hold |
5,371
| – | – | 0.12% | 205 |
|
|
2018
Q1 | $242K | Hold |
5,371
| – | – | 0.13% | 201 |
|
|
2017
Q4 | $318K | Buy |
+5,371
| New | +$318K | 0.16% | 159 |
|