AOWM
Alpha Omega Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
4,414
+209
| +5% | +$10.8K | 0.04% | 193 |
|
|
2025
Q1 | $251K | Buy |
4,205
+657
| +19% | +$39.3K | 0.05% | 183 |
|
|
2024
Q4 | $226K | Buy |
3,548
+124
| +4% | +$7.91K | 0.04% | 190 |
|
|
2024
Q3 | $253K | Sell |
3,424
-45
| -1% | -$3.32K | 0.05% | 186 |
|
|
2024
Q2 | $219K | Buy |
+3,469
| New | +$219K | 0.04% | 196 |
|
|
2023
Q1 | – | Sell |
-2,390
| Closed | -$200K | – | 212 |
|
|
2022
Q4 | $200K | Buy |
+2,390
| New | +$200K | 0.04% | 206 |
|
|
2019
Q3 | – | Sell |
-874
| Closed | -$46K | – | 353 |
|
|
2019
Q2 | $46K | Buy |
874
+100
| +13% | +$5.26K | 0.02% | 255 |
|
|
2019
Q1 | $40K | Buy |
774
+80
| +12% | +$4.13K | 0.02% | 265 |
|
|
2018
Q4 | $27K | Hold |
694
| – | – | 0.01% | 268 |
|
|
2018
Q3 | $30K | Hold |
694
| – | – | 0.01% | 267 |
|
|
2018
Q2 | $31K | Hold |
694
| – | – | 0.02% | 271 |
|
|
2018
Q1 | $31K | Hold |
694
| – | – | 0.02% | 251 |
|
|
2017
Q4 | $41K | Hold |
694
| – | – | 0.02% | 234 |
|
|
2017
Q3 | $36K | Hold |
694
| – | – | 0.02% | 241 |
|
|
2017
Q2 | $38K | Hold |
694
| – | – | 0.02% | 238 |
|
|
2017
Q1 | $41K | Hold |
694
| – | – | 0.02% | 240 |
|
|
2016
Q4 | $43K | Buy |
694
+494
| +247% | +$30.6K | 0.02% | 237 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | 0.01% | 156 |
|
|
2016
Q2 | $14K | Hold |
200
| – | – | 0.01% | 158 |
|
|
2016
Q1 | $13K | Hold |
200
| – | – | 0.01% | 157 |
|
|
2015
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 155 |
|