CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
7,170
-999
| -12% | -$49.2K | 0.13% | 104 |
|
|
2025
Q1 | $461K | Buy |
8,169
+20
| +0.2% | +$1.13K | 0.19% | 93 |
|
|
2024
Q4 | $485K | Sell |
8,149
-147
| -2% | -$8.75K | 0.18% | 95 |
|
|
2024
Q3 | $565K | Sell |
8,296
-173
| -2% | -$11.8K | 0.22% | 87 |
|
|
2024
Q2 | $576K | Buy |
8,469
+1
| +0% | +$68 | 0.23% | 85 |
|
|
2024
Q1 | $604K | Sell |
8,468
-218
| -3% | -$15.6K | 0.25% | 80 |
|
|
2023
Q4 | $553K | Buy |
8,686
+128
| +1% | +$8.15K | 0.23% | 81 |
|
|
2023
Q3 | $562K | Buy |
8,558
+213
| +3% | +$14K | 0.26% | 79 |
|
|
2023
Q2 | $614K | Sell |
8,345
-355
| -4% | -$26.1K | 0.27% | 80 |
|
|
2023
Q1 | $779K | Hold |
8,700
| – | – | 0.36% | 72 |
|
|
2022
Q4 | $678K | Hold |
8,700
| – | – | 0.3% | 83 |
|
|
2022
Q3 | $670K | Hold |
8,700
| – | – | 0.32% | 77 |
|
|
2022
Q2 | $657K | Hold |
8,700
| – | – | 0.3% | 80 |
|
|
2022
Q1 | $610K | Sell |
8,700
-150
| -2% | -$10.5K | 0.25% | 86 |
|
|
2021
Q4 | $605K | Hold |
8,850
| – | – | 0.26% | 86 |
|
|
2021
Q3 | $554K | Buy |
8,850
+2,015
| +29% | +$126K | 0.22% | 94 |
|
|
2021
Q2 | $410K | Sell |
6,835
-515
| -7% | -$30.9K | 0.18% | 98 |
|
|
2021
Q1 | $445K | Buy |
7,350
+725
| +11% | +$43.9K | 0.2% | 92 |
|
|
2020
Q4 | $369K | Buy |
6,625
+1,530
| +30% | +$85.2K | 0.18% | 94 |
|
|
2020
Q3 | $305K | Buy |
+5,095
| New | +$305K | 0.16% | 93 |
|