CWA
Clearview Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,684
| Closed | -$220K | – | 103 |
|
|
2025
Q1 | $220K | Sell |
3,684
-96
| -3% | -$5.74K | 0.16% | 96 |
|
|
2024
Q4 | $241K | Sell |
3,780
-142
| -4% | -$9.06K | 0.18% | 87 |
|
|
2024
Q3 | $290K | Sell |
3,922
-104
| -3% | -$7.68K | 0.22% | 80 |
|
|
2024
Q2 | $255K | Sell |
4,026
-202
| -5% | -$12.8K | 0.22% | 85 |
|
|
2024
Q1 | $296K | Sell |
4,228
-54
| -1% | -$3.78K | 0.3% | 88 |
|
|
2023
Q4 | $279K | Sell |
4,282
-157
| -4% | -$10.2K | 0.33% | 97 |
|
|
2023
Q3 | $284K | Sell |
4,439
-8,936
| -67% | -$572K | 0.35% | 95 |
|
|
2023
Q2 | $1.03M | Buy |
13,375
+8,367
| +167% | +$642K | 1.04% | 21 |
|
|
2023
Q1 | $428K | Sell |
5,008
-1,653
| -25% | -$141K | 0.43% | 69 |
|
|
2022
Q4 | $559K | Buy |
6,661
+26
| +0.4% | +$2.18K | 0.43% | 57 |
|
|
2022
Q3 | $508K | Buy |
6,635
+186
| +3% | +$14.2K | 0.4% | 45 |
|
|
2022
Q2 | $487K | Sell |
6,449
-16
| -0.2% | -$1.21K | 0.36% | 53 |
|
|
2022
Q1 | $438K | Buy |
6,465
+142
| +2% | +$9.62K | 0.29% | 60 |
|
|
2021
Q4 | $426K | Sell |
6,323
-222
| -3% | -$15K | 0.26% | 78 |
|
|
2021
Q3 | $392K | Buy |
6,545
+307
| +5% | +$18.4K | 0.25% | 78 |
|
|
2021
Q2 | $380K | Buy |
6,238
+53
| +0.9% | +$3.23K | 0.23% | 82 |
|
|
2021
Q1 | $379K | Sell |
6,185
-26
| -0.4% | -$1.59K | 0.25% | 80 |
|
|
2020
Q4 | $365K | Buy |
+6,211
| New | +$365K | 0.25% | 76 |
|