FFA
Fragasso Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,151
| Closed | -$201K | – | 269 |
|
|
2024
Q4 | $201K | Sell |
3,151
-533
| -14% | -$34K | 0.02% | 255 |
|
|
2024
Q3 | $272K | Buy |
3,684
+20
| +0.5% | +$1.48K | 0.02% | 222 |
|
|
2024
Q2 | $232K | Buy |
3,664
+106
| +3% | +$6.71K | 0.02% | 238 |
|
|
2024
Q1 | $249K | Buy |
3,558
+71
| +2% | +$4.97K | 0.02% | 232 |
|
|
2023
Q4 | $227K | Sell |
3,487
-2,663
| -43% | -$173K | 0.02% | 235 |
|
|
2023
Q3 | $394K | Buy |
6,150
+24
| +0.4% | +$1.54K | 0.04% | 169 |
|
|
2023
Q2 | $470K | Buy |
6,126
+806
| +15% | +$61.8K | 0.05% | 156 |
|
|
2023
Q1 | $455K | Buy |
5,320
+146
| +3% | +$12.5K | 0.05% | 142 |
|
|
2022
Q4 | $434K | Buy |
+5,174
| New | +$434K | 0.05% | 141 |
|