CWM
Concentrum Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
10,175
+14
| +0.1% | +$725 | 0.17% | 45 |
|
|
2025
Q1 | $608K | Sell |
10,161
-184
| -2% | -$11K | 0.23% | 47 |
|
|
2024
Q4 | $660K | Sell |
10,345
-391
| -4% | -$24.9K | 0.23% | 44 |
|
|
2024
Q3 | $793K | Sell |
10,736
-19
| -0.2% | -$1.4K | 0.31% | 35 |
|
|
2024
Q2 | $680K | Sell |
10,755
-191
| -2% | -$12.1K | 0.29% | 36 |
|
|
2024
Q1 | $766K | Buy |
10,946
+554
| +5% | +$38.8K | 0.35% | 34 |
|
|
2023
Q4 | $677K | Sell |
10,392
-4,444
| -30% | -$289K | 0.35% | 33 |
|
|
2023
Q3 | $949K | Buy |
14,836
+221
| +2% | +$14.1K | 0.57% | 25 |
|
|
2023
Q2 | $1.12M | Hold |
14,615
| – | – | 0.72% | 25 |
|
|
2023
Q1 | $1.25M | Buy |
14,615
+5,915
| +68% | +$506K | 0.93% | 24 |
|
|
2022
Q4 | $729K | Buy |
+8,700
| New | +$729K | 0.65% | 33 |
|