CCWM
Cassaday & Co Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,822
| Closed | -$282K | – | 326 |
|
|
2024
Q3 | $282K | Sell |
3,822
-30
| -0.8% | -$2.22K | 0.01% | 253 |
|
|
2024
Q2 | $244K | Sell |
3,852
-621
| -14% | -$39.3K | 0.01% | 256 |
|
|
2024
Q1 | $313K | Buy |
4,473
+695
| +18% | +$48.6K | 0.01% | 220 |
|
|
2023
Q4 | $246K | Buy |
3,778
+6
| +0.2% | +$391 | 0.01% | 243 |
|
|
2023
Q3 | $241K | Buy |
3,772
+48
| +1% | +$3.07K | 0.01% | 218 |
|
|
2023
Q2 | $286K | Sell |
3,724
-48
| -1% | -$3.68K | 0.01% | 200 |
|
|
2023
Q1 | $322K | Sell |
3,772
-190
| -5% | -$16.2K | 0.01% | 198 |
|
|
2022
Q4 | $332K | Buy |
+3,962
| New | +$332K | 0.02% | 189 |
|