Accurate Wealth Management’s General Mills GIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,238
Closed -$243K 281
2023
Q2
$243K Buy
3,238
+343
+12% +$25.7K 0.08% 230
2023
Q1
$250K Sell
2,895
-108
-4% -$9.33K 0.09% 210
2022
Q4
$252K Buy
+3,003
New +$252K 0.09% 191
2022
Q3
Sell
-3,497
Closed -$264K 199
2022
Q2
$264K Buy
+3,497
New +$264K 0.14% 118