GWMIA
Global Wealth Management Investment Advisory’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-325
| Closed | -$21.2K | – | 258 |
|
|
2023
Q4 | $21.2K | Hold |
325
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $20.8K | Hold |
325
| – | – | 0.01% | 242 |
|
|
2023
Q2 | $24.9K | Buy |
+325
| New | +$24.9K | 0.01% | 232 |
|
|
2022
Q3 | – | Sell |
-335
| Closed | -$25K | – | 271 |
|
|
2022
Q2 | $25K | Hold |
335
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $23K | Buy |
335
+10
| +3% | +$687 | 0.01% | 245 |
|
|
2021
Q4 | $22K | Hold |
325
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $19K | Hold |
325
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $20K | Hold |
325
| – | – | 0.01% | 244 |
|
|
2021
Q1 | $20K | Hold |
325
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $19K | Hold |
325
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $20K | Sell |
325
-400
| -55% | -$24.6K | 0.01% | 225 |
|
|
2020
Q2 | $45K | Sell |
725
-231
| -24% | -$14.3K | 0.02% | 200 |
|
|
2020
Q1 | $50K | Hold |
956
| – | – | 0.03% | 169 |
|
|
2019
Q4 | $51K | Sell |
956
-279
| -23% | -$14.9K | 0.02% | 178 |
|
|
2019
Q3 | $68K | Sell |
1,235
-250
| -17% | -$13.8K | 0.03% | 150 |
|
|
2019
Q2 | $78K | Sell |
1,485
-1,997
| -57% | -$105K | 0.04% | 147 |
|
|
2019
Q1 | $180K | Sell |
3,482
-3,904
| -53% | -$202K | 0.09% | 120 |
|
|
2018
Q4 | $288K | Buy |
+7,386
| New | +$288K | 0.17% | 106 |
|