CWM
Compass Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,430
| Closed | -$85.5K | – | 245 |
|
|
2025
Q1 | $85.5K | Hold |
1,430
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $91.2K | Buy |
1,430
+430
| +43% | +$27.4K | 0.02% | 205 |
|
|
2024
Q3 | $73.9K | Hold |
1,000
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $63.3K | Hold |
1,000
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $70K | Hold |
1,000
| – | – | 0.02% | 222 |
|
|
2023
Q4 | $65.1K | Hold |
1,000
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $64K | Hold |
1,000
| – | – | 0.02% | 216 |
|
|
2023
Q2 | $76.7K | Hold |
1,000
| – | – | 0.02% | 203 |
|
|
2023
Q1 | $85.5K | Hold |
1,000
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $83.9K | Buy |
+1,000
| New | +$83.9K | 0.03% | 196 |
|