APWA
Atlas Private Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
4,245
+182
| +4% | +$9.43K | 0.03% | 186 |
|
|
2025
Q1 | $243K | Buy |
4,063
+21
| +0.5% | +$1.26K | 0.03% | 164 |
|
|
2024
Q4 | $258K | Hold |
4,042
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $299K | Hold |
4,042
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $256K | Buy |
+4,042
| New | +$256K | 0.04% | 133 |
|
|
2024
Q1 | – | Sell |
-4,042
| Closed | -$263K | – | 128 |
|
|
2023
Q4 | $263K | Sell |
4,042
-54
| -1% | -$3.52K | 0.05% | 133 |
|
|
2023
Q3 | $262K | Buy |
+4,096
| New | +$262K | 0.05% | 153 |
|
|
2021
Q4 | – | Sell |
-410
| Closed | -$25K | – | 367 |
|
|
2021
Q3 | $25K | Hold |
410
| – | – | 0.01% | 318 |
|
|
2021
Q2 | $25K | Sell |
410
-31
| -7% | -$1.89K | 0.01% | 327 |
|
|
2021
Q1 | $27K | Sell |
441
-47
| -10% | -$2.88K | 0.02% | 318 |
|
|
2020
Q4 | $29K | Buy |
488
+19
| +4% | +$1.13K | 0.02% | 287 |
|
|
2020
Q3 | $29K | Buy |
469
+1
| +0.2% | +$62 | 0.02% | 260 |
|
|
2020
Q2 | $29K | Buy |
+468
| New | +$29K | 0.03% | 270 |
|