AWM
Aries Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,352
| Closed | -$200K | – | 221 |
|
|
2025
Q1 | $200K | Hold |
3,352
| – | – | 0.05% | 217 |
|
|
2024
Q4 | $214K | Hold |
3,352
| – | – | 0.06% | 209 |
|
|
2024
Q3 | $248K | Hold |
3,352
| – | – | 0.07% | 203 |
|
|
2024
Q2 | $212K | Hold |
3,352
| – | – | 0.07% | 193 |
|
|
2024
Q1 | $235K | Hold |
3,352
| – | – | 0.08% | 189 |
|
|
2023
Q4 | $218K | Hold |
3,352
| – | – | 0.08% | 187 |
|
|
2023
Q3 | $212K | Hold |
3,352
| – | – | 0.08% | 183 |
|
|
2023
Q2 | $257K | Hold |
3,352
| – | – | 0.1% | 163 |
|
|
2023
Q1 | $286K | Hold |
3,352
| – | – | 0.12% | 148 |
|
|
2022
Q4 | $281K | Hold |
3,352
| – | – | 0.12% | 153 |
|
|
2022
Q3 | $273K | Hold |
3,352
| – | – | 0.12% | 148 |
|
|
2022
Q2 | $253K | Buy |
+3,352
| New | +$253K | 0.11% | 143 |
|
|
2022
Q1 | – | Sell |
-3,352
| Closed | -$226K | – | 127 |
|
|
2021
Q4 | $226K | Sell |
3,352
-30
| -0.9% | -$2.02K | 0.09% | 164 |
|
|
2021
Q3 | $202K | Hold |
3,382
| – | – | 0.09% | 171 |
|
|
2021
Q2 | $206K | Hold |
3,382
| – | – | 0.09% | 174 |
|
|
2021
Q1 | $205K | Buy |
+3,382
| New | +$205K | 0.09% | 166 |
|
|
2020
Q4 | – | Sell |
-3,447
| Closed | -$213K | – | 167 |
|
|
2020
Q3 | $213K | Hold |
3,447
| – | – | 0.12% | 137 |
|
|
2020
Q2 | $213K | Sell |
3,447
-1,145
| -25% | -$70.8K | 0.13% | 129 |
|
|
2020
Q1 | $252K | Sell |
4,592
-1,218
| -21% | -$66.8K | 0.19% | 107 |
|
|
2019
Q4 | $306K | Hold |
5,810
| – | – | 0.19% | 113 |
|
|
2019
Q3 | $316K | Sell |
5,810
-35
| -0.6% | -$1.9K | 0.21% | 106 |
|
|
2019
Q2 | $317K | Sell |
5,845
-4,467
| -43% | -$242K | 0.22% | 104 |
|
|
2019
Q1 | $534K | Buy |
10,312
+2,493
| +32% | +$129K | 0.4% | 67 |
|
|
2018
Q4 | $304K | Sell |
7,819
-1,500
| -16% | -$58.3K | 0.32% | 80 |
|
|
2018
Q3 | $400K | Hold |
9,319
| – | – | 0.36% | 71 |
|
|
2018
Q2 | $429K | Buy |
9,319
+900
| +11% | +$41.4K | 0.4% | 70 |
|
|
2018
Q1 | $375K | Buy |
8,419
+1,000
| +13% | +$44.5K | 0.36% | 76 |
|
|
2017
Q4 | $439K | Buy |
+7,419
| New | +$439K | 0.4% | 74 |
|