CTWM
Cherry Tree Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
4,953
-7
| -0.1% | -$363 | 0.06% | 144 |
|
|
2025
Q1 | $297K | Buy |
4,960
+44
| +0.9% | +$2.63K | 0.07% | 131 |
|
|
2024
Q4 | $313K | Buy |
4,916
+39
| +0.8% | +$2.49K | 0.08% | 123 |
|
|
2024
Q3 | $360K | Buy |
4,877
+40
| +0.8% | +$2.95K | 0.09% | 120 |
|
|
2024
Q2 | $306K | Sell |
4,837
-28
| -0.6% | -$1.77K | 0.08% | 130 |
|
|
2024
Q1 | $340K | Buy |
4,865
+40
| +0.8% | +$2.8K | 0.09% | 119 |
|
|
2023
Q4 | $314K | Buy |
4,825
+39
| +0.8% | +$2.54K | 0.08% | 119 |
|
|
2023
Q3 | $306K | Buy |
4,786
+35
| +0.7% | +$2.24K | 0.09% | 112 |
|
|
2023
Q2 | $364K | Buy |
+4,751
| New | +$364K | 0.11% | 101 |
|