CLA (CliftonLarsonAllen) Wealth Advisors’s General Mills GIS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,827	Closed	-$1.2M	–	197
2024 Q4	$1.2M	Buy	18,827 +626	+3%	+$39.9K	0.02%	138
2024 Q3	$1.34M	Buy	+18,201	New	+$1.34M	0.03%	133