FMWA
Forvis Mazars Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
8,339
-96
| -1% | -$4.97K | 0.01% | 307 |
|
|
2025
Q1 | $504K | Hold |
8,435
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $538K | Hold |
8,435
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $623K | Sell |
8,435
-94
| -1% | -$6.94K | 0.01% | 287 |
|
|
2024
Q2 | $540K | Hold |
8,529
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $597K | Sell |
8,529
-45
| -0.5% | -$3.15K | 0.02% | 264 |
|
|
2023
Q4 | $559K | Sell |
8,574
-804
| -9% | -$52.4K | 0.02% | 261 |
|
|
2023
Q3 | $600K | Sell |
9,378
-170
| -2% | -$10.9K | 0.02% | 244 |
|
|
2023
Q2 | $732K | Buy |
9,548
+6,106
| +177% | +$468K | 0.02% | 244 |
|
|
2023
Q1 | $294K | Sell |
3,442
-10
| -0.3% | -$855 | 0.01% | 340 |
|
|
2022
Q4 | $289K | Sell |
3,452
-600
| -15% | -$50.3K | 0.01% | 329 |
|
|
2022
Q3 | $310K | Sell |
4,052
-151
| -4% | -$11.6K | 0.01% | 314 |
|
|
2022
Q2 | $317K | Sell |
4,203
-347
| -8% | -$26.2K | 0.01% | 316 |
|
|
2022
Q1 | $308K | Sell |
4,550
-187
| -4% | -$12.7K | 0.01% | 241 |
|
|
2021
Q4 | $319K | Buy |
4,737
+1,206
| +34% | +$81.2K | 0.01% | 223 |
|
|
2021
Q3 | $211K | Buy |
+3,531
| New | +$211K | 0.01% | 264 |
|
|
2021
Q2 | – | Sell |
-4,279
| Closed | -$262K | – | 268 |
|
|
2021
Q1 | $262K | Sell |
4,279
-597
| -12% | -$36.6K | 0.01% | 245 |
|
|
2020
Q4 | $287K | Buy |
4,876
+1,496
| +44% | +$88.1K | 0.01% | 295 |
|
|
2020
Q3 | $208K | Buy |
3,380
+7
| +0.2% | +$431 | 0.01% | 310 |
|
|
2020
Q2 | $208K | Buy |
+3,373
| New | +$208K | 0.01% | 299 |
|
|
2018
Q1 | – | Sell |
-4,647
| Closed | -$276K | – | 244 |
|
|
2017
Q4 | $276K | Buy |
+4,647
| New | +$276K | 0.03% | 212 |
|
|
2017
Q3 | – | Sell |
-3,637
| Closed | -$201K | – | 226 |
|
|
2017
Q2 | $201K | Buy |
3,637
+70
| +2% | +$3.87K | 0.02% | 216 |
|
|
2017
Q1 | $210K | Sell |
3,567
-256
| -7% | -$15.1K | 0.03% | 204 |
|
|
2016
Q4 | $236K | Buy |
3,823
+242
| +7% | +$14.9K | 0.03% | 184 |
|
|
2016
Q3 | $229K | Buy |
3,581
+19
| +0.5% | +$1.22K | 0.03% | 174 |
|
|
2016
Q2 | $254K | Sell |
3,562
-241
| -6% | -$17.2K | 0.04% | 155 |
|
|
2016
Q1 | $241K | Sell |
3,803
-673
| -15% | -$42.6K | 0.04% | 160 |
|
|
2015
Q4 | $258K | Buy |
4,476
+7
| +0.2% | +$403 | 0.04% | 157 |
|
|
2015
Q3 | $251K | Sell |
4,469
-31
| -0.7% | -$1.74K | 0.04% | 155 |
|
|
2015
Q2 | $251K | Sell |
4,500
-421
| -9% | -$23.5K | 0.04% | 158 |
|
|
2015
Q1 | $279K | Buy |
+4,921
| New | +$279K | 0.04% | 153 |
|