AWAG
ARS Wealth Advisors Group’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,099
| Closed | -$245K | – | 189 |
|
2025
Q1 | $245K | Sell |
4,099
-188
| -4% | -$11.2K | 0.03% | 139 |
|
2024
Q4 | $273K | Sell |
4,287
-26
| -0.6% | -$1.66K | 0.04% | 131 |
|
2024
Q3 | $318K | Buy |
4,313
+25
| +0.6% | +$1.85K | 0.04% | 129 |
|
2024
Q2 | $271K | Buy |
4,288
+23
| +0.5% | +$1.46K | 0.04% | 136 |
|
2024
Q1 | $298K | Sell |
4,265
-104
| -2% | -$7.28K | 0.04% | 128 |
|
2023
Q4 | $285K | Buy |
4,369
+826
| +23% | +$53.8K | 0.04% | 124 |
|
2023
Q3 | $227K | Sell |
3,543
-402
| -10% | -$25.7K | 0.04% | 134 |
|
2023
Q2 | $303K | Buy |
+3,945
| New | +$303K | 0.05% | 114 |
|
2022
Q4 | – | Sell |
-2,890
| Closed | -$221K | – | 142 |
|
2022
Q3 | $221K | Sell |
2,890
-145
| -5% | -$11.1K | 0.03% | 135 |
|
2022
Q2 | $229K | Buy |
3,035
+4
| +0.1% | +$302 | 0.03% | 143 |
|
2022
Q1 | $205K | Hold |
3,031
| – | – | 0.04% | 121 |
|
2021
Q4 | $204K | Buy |
+3,031
| New | +$204K | 0.03% | 138 |
|