CWS
Confluence Wealth Services’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
9,052
+4
| +0% | +$207 | 0.03% | 254 |
|
|
2025
Q1 | $518K | Sell |
9,048
-4
| -0% | -$229 | 0.03% | 227 |
|
|
2024
Q4 | $539K | Sell |
9,052
-710
| -7% | -$42.3K | 0.04% | 211 |
|
|
2024
Q3 | $721K | Sell |
9,762
-35
| -0.4% | -$2.59K | 0.05% | 184 |
|
|
2024
Q2 | $620K | Buy |
9,797
+950
| +11% | +$60.1K | 0.05% | 201 |
|
|
2024
Q1 | $619K | Sell |
8,847
-358
| -4% | -$25.1K | 0.05% | 185 |
|
|
2023
Q4 | $600K | Buy |
9,205
+10
| +0.1% | +$651 | 0.07% | 164 |
|
|
2023
Q3 | $588K | Buy |
9,195
+214
| +2% | +$13.7K | 0.12% | 135 |
|
|
2023
Q2 | $689K | Sell |
8,981
-694
| -7% | -$53.2K | 0.15% | 123 |
|
|
2023
Q1 | $827K | Buy |
9,675
+1,064
| +12% | +$90.9K | 0.19% | 103 |
|
|
2022
Q4 | $722K | Buy |
8,611
+1
| +0% | +$84 | 0.19% | 106 |
|
|
2022
Q3 | $659K | Sell |
8,610
-6,417
| -43% | -$491K | 0.28% | 98 |
|
|
2022
Q2 | $1.16M | Buy |
15,027
+1,101
| +8% | +$84.7K | 0.51% | 63 |
|
|
2022
Q1 | $943K | Buy |
13,926
+54
| +0.4% | +$3.66K | 0.34% | 80 |
|
|
2021
Q4 | $934K | Buy |
+13,872
| New | +$934K | 0.3% | 85 |
|