Congress Wealth Management’s General Mills GIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Buy	38,314 +7,919	+26%	+$437K	0.02%	559
2025 Q1	$1.81M	Buy	30,395 +4,445	+17%	+$267K	0.02%	514
2024 Q4	$1.65M	Sell	25,950 -10,103	-28%	-$678K	0.02%	437
2024 Q3	$2.66M	Buy	36,053 +21,903	+155%	+$1.52M	0.04%	379
2024 Q2	$895K	Buy	+14,150	New	+$972K	0.01%	447
2024 Q1	–	Sell	-3,863	Closed	-$252K	–	602
2023 Q4	$252K	Buy	3,863 +710	+23%	+$45.8K	﹤0.01%	558
2023 Q3	$202K	Sell	3,153 -720	-19%	-$50.9K	﹤0.01%	585
2023 Q2	$297K	Buy	3,873 +501	+15%	+$42.8K	0.01%	484
2023 Q1	$288K	Buy	3,372 +17	+0.5%	+$1.36K	0.01%	488
2022 Q4	$281K	Sell	3,355 -77	-2%	-$6.27K	0.01%	492
2022 Q3	$263K	Sell	3,432 -138	-4%	-$10.5K	0.01%	488
2022 Q2	$270K	Buy	3,570 +191	+6%	+$13.4K	0.01%	492
2022 Q1	$229K	Buy	+3,379	New	+$227K	0.01%	561