EWM
Echo Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
31,447
+3,107
| +11% | +$161K | 1% | 20 |
|
|
2025
Q1 | $1.69M | Sell |
28,340
-12,056
| -30% | -$721K | 1.14% | 20 |
|
|
2024
Q4 | $2.58M | Buy |
40,396
+11,474
| +40% | +$732K | 1.78% | 16 |
|
|
2024
Q3 | $2.08M | Sell |
28,922
-33,688
| -54% | -$2.43M | 1.46% | 18 |
|
|
2024
Q2 | $3.96M | Sell |
62,610
-3,035
| -5% | -$192K | 2.99% | 12 |
|
|
2024
Q1 | $4.59M | Buy |
65,645
+32,257
| +97% | +$2.26M | 3.81% | 10 |
|
|
2023
Q4 | $2.16M | Buy |
33,388
+20,861
| +167% | +$1.35M | 2.01% | 15 |
|
|
2023
Q3 | $802K | Buy |
+12,527
| New | +$802K | 0.86% | 25 |
|
|
2022
Q4 | – | Sell |
-2,736
| Closed | -$212K | – | 47 |
|
|
2022
Q3 | $212K | Sell |
2,736
-236
| -8% | -$18.3K | 0.28% | 42 |
|
|
2022
Q2 | $224K | Sell |
2,972
-7,192
| -71% | -$542K | 0.3% | 45 |
|
|
2022
Q1 | $720K | Sell |
10,164
-9,828
| -49% | -$696K | 0.85% | 24 |
|
|
2021
Q4 | $1.38M | Buy |
19,992
+4,389
| +28% | +$302K | 1.57% | 20 |
|
|
2021
Q3 | $959K | Buy |
15,603
+8,945
| +134% | +$550K | 1.14% | 22 |
|
|
2021
Q2 | $397K | Sell |
6,658
-1,228
| -16% | -$73.2K | 0.51% | 36 |
|
|
2021
Q1 | $484K | Hold |
7,886
| – | – | 0.61% | 33 |
|
|
2020
Q4 | $464K | Buy |
+7,886
| New | +$464K | 0.61% | 30 |
|