FVWA
Foster Victor Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-54,532
| Closed | -$4.22M | – | 164 |
|
|
2023
Q2 | $4.22M | Buy |
54,532
+408
| +0.8% | +$31.5K | 0.47% | 75 |
|
|
2023
Q1 | $4.66M | Buy |
54,124
+2,992
| +6% | +$258K | 0.56% | 64 |
|
|
2022
Q4 | $4.4M | Buy |
51,132
+2,171
| +4% | +$187K | 0.56% | 64 |
|
|
2022
Q3 | $3.67M | Sell |
48,961
-1,795
| -4% | -$135K | 0.54% | 66 |
|
|
2022
Q2 | $3.87M | Buy |
50,756
+39
| +0.1% | +$2.97K | 0.58% | 63 |
|
|
2022
Q1 | $3.54M | Buy |
50,717
+6,539
| +15% | +$456K | 0.48% | 67 |
|
|
2021
Q4 | $3.02M | Buy |
44,178
+3,317
| +8% | +$227K | 0.41% | 72 |
|
|
2021
Q3 | $2.44M | Buy |
40,861
+3,655
| +10% | +$219K | 0.39% | 74 |
|
|
2021
Q2 | $2.27M | Buy |
37,206
+4,208
| +13% | +$256K | 0.38% | 78 |
|
|
2021
Q1 | $2M | Buy |
32,998
+6,179
| +23% | +$375K | 0.37% | 74 |
|
|
2020
Q4 | $1.58M | Buy |
26,819
+2,210
| +9% | +$130K | 0.36% | 69 |
|
|
2020
Q3 | $1.52M | Buy |
24,609
+4,455
| +22% | +$275K | 0.41% | 58 |
|
|
2020
Q2 | $1.24M | Buy |
20,154
+1,824
| +10% | +$112K | 0.41% | 57 |
|
|
2020
Q1 | $1.1M | Sell |
18,330
-1,415
| -7% | -$84.6K | 0.48% | 56 |
|
|
2019
Q4 | $1.05M | Buy |
19,745
+3,879
| +24% | +$205K | 0.45% | 57 |
|
|
2019
Q3 | $865K | Buy |
15,866
+6,466
| +69% | +$353K | 0.48% | 50 |
|
|
2019
Q2 | $508K | Sell |
9,400
-2,490
| -21% | -$135K | 0.37% | 54 |
|
|
2019
Q1 | $615K | Buy |
11,890
+1,080
| +10% | +$55.9K | 0.48% | 47 |
|
|
2018
Q4 | $421K | Buy |
+10,810
| New | +$421K | 0.4% | 46 |
|