GWA
GGM 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 |
-3,036
| Closed | -$228K | – | 143 |
|
|
2023
Q2 | $228K | Buy |
+3,036
| New | +$228K | 0.09% | 132 |
|
|
2023
Q1 | – | Sell |
-3,020
| Closed | -$258K | – | 88 |
|
|
2022
Q4 | $258K | Buy |
3,020
+8
| +0.3% | +$684 | 0.13% | 109 |
|
|
2022
Q3 | $235K | Buy |
3,012
+9
| +0.3% | +$702 | 0.13% | 120 |
|
|
2022
Q2 | $227K | Buy |
3,003
+10
| +0.3% | +$756 | 0.13% | 121 |
|
|
2022
Q1 | $213K | Buy |
+2,993
| New | +$213K | 0.11% | 132 |
|