FFWA

FRG Family Wealth Advisors’s General Mills GIS Stock Holding History

FRG Family Wealth Advisors’s Portfolio GIS Stock Details GIS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Hold	4,384	–	–	0.04%	147
2025 Q1	$262K	Hold	4,384	–	–	0.05%	136
2024 Q4	$280K	Hold	4,384	–	–	0.05%	135
2024 Q3	$324K	Hold	4,384	–	–	0.06%	124
2024 Q2	$298K	Hold	4,384	–	–	0.06%	122
2024 Q1	$309K	Hold	4,384	–	–	0.06%	119
2023 Q4	$286K	Hold	4,384	–	–	0.06%	124
2023 Q3	$281K	Sell	4,384 -100	-2%	-$6.4K	0.06%	122
2023 Q2	$344K	Buy	4,484 +85	+2%	+$6.52K	0.08%	111
2023 Q1	$376K	Hold	4,399	–	–	0.09%	115
2022 Q4	$369K	Hold	4,399	–	–	0.09%	114
2022 Q3	$337K	Hold	4,399	–	–	0.08%	113
2022 Q2	$332K	Hold	4,399	–	–	0.08%	115
2022 Q1	$298K	Hold	4,399	–	–	0.06%	126
2021 Q4	$296K	Hold	4,399	–	–	0.06%	126
2021 Q3	$263K	Hold	4,399	–	–	0.05%	123
2021 Q2	$268K	Hold	4,399	–	–	0.05%	126
2021 Q1	$270K	Hold	4,399	–	–	0.06%	118
2020 Q4	$259K	Hold	4,399	–	–	0.06%	119
2020 Q3	$271K	Sell	4,399 -6	-0.1%	-$370	0.07%	112
2020 Q2	$272K	Hold	4,405	–	–	0.07%	109
2020 Q1	$232K	Hold	4,405	–	–	0.07%	103
2019 Q4	$236K	Sell	4,405 -1,000	-19%	-$53.6K	0.06%	112
2019 Q3	$298K	Hold	5,405	–	–	0.08%	106
2019 Q2	$284K	Hold	5,405	–	–	0.07%	112
2019 Q1	$280K	Sell	5,405 -410	-7%	-$21.2K	0.08%	112
2018 Q4	$226K	Sell	5,815 -4,100	-41%	-$159K	0.07%	120
2018 Q3	$426K	Sell	9,915 -9,763	-50%	-$419K	0.12%	104
2018 Q2	$871K	Sell	19,678 -1,870	-9%	-$82.8K	0.26%	86
2018 Q1	$971K	Sell	21,548 -675	-3%	-$30.4K	0.32%	81
2017 Q4	$1.32M	Buy	22,223 +279	+1%	+$16.5K	0.43%	74
2017 Q3	$1.14M	Buy	21,944 +190	+0.9%	+$9.84K	0.39%	77
2017 Q2	$1.21M	Buy	21,754 +7	+0%	+$388	0.44%	70
2017 Q1	$1.29M	Buy	21,747 +1,250	+6%	+$73.9K	0.5%	66
2016 Q4	$1.27M	Buy	20,497 +800	+4%	+$49.4K	0.53%	62
2016 Q3	$1.26M	Hold	19,697	–	–	0.57%	61
2016 Q2	$1.41M	Sell	19,697 -20	-0.1%	-$1.43K	0.64%	53
2016 Q1	$1.25M	Hold	19,717	–	–	0.61%	55
2015 Q4	$1.14M	Buy	+19,717	New	+$1.14M	0.55%	60