GWAM
Guardian Wealth Advisors (Minnesota)’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
7,885
+209
| +3% | +$10.8K | 0.24% | 45 |
|
|
2025
Q1 | $459K | Sell |
7,676
-2,656
| -26% | -$159K | 0.29% | 42 |
|
|
2024
Q4 | $659K | Buy |
10,332
+206
| +2% | +$13.1K | 0.42% | 34 |
|
|
2024
Q3 | $748K | Buy |
10,126
+120
| +1% | +$8.86K | 0.46% | 31 |
|
|
2024
Q2 | $633K | Sell |
10,006
-78
| -0.8% | -$4.93K | 0.41% | 35 |
|
|
2024
Q1 | $706K | Buy |
10,084
+487
| +5% | +$34.1K | 0.46% | 32 |
|
|
2023
Q4 | $625K | Buy |
9,597
+435
| +5% | +$28.3K | 0.44% | 33 |
|
|
2023
Q3 | $586K | Sell |
9,162
-776
| -8% | -$49.7K | 0.45% | 30 |
|
|
2023
Q2 | $762K | Buy |
9,938
+44
| +0.4% | +$3.38K | 0.56% | 26 |
|
|
2023
Q1 | $846K | Buy |
9,894
+552
| +6% | +$47.2K | 0.66% | 20 |
|
|
2022
Q4 | $783K | Buy |
9,342
+85
| +0.9% | +$7.13K | 0.7% | 22 |
|
|
2022
Q3 | $709K | Buy |
9,257
+172
| +2% | +$13.2K | 0.69% | 21 |
|
|
2022
Q2 | $685K | Buy |
9,085
+301
| +3% | +$22.7K | 0.63% | 24 |
|
|
2022
Q1 | $595K | Buy |
8,784
+136
| +2% | +$9.21K | 0.49% | 30 |
|
|
2021
Q4 | $583K | Sell |
8,648
-12
| -0.1% | -$809 | 0.47% | 34 |
|
|
2021
Q3 | $518K | Sell |
8,660
-194
| -2% | -$11.6K | 0.46% | 36 |
|
|
2021
Q2 | $539K | Buy |
8,854
+184
| +2% | +$11.2K | 0.47% | 41 |
|
|
2021
Q1 | $532K | Buy |
8,670
+282
| +3% | +$17.3K | 0.49% | 38 |
|
|
2020
Q4 | $493K | Buy |
+8,388
| New | +$493K | 0.49% | 36 |
|