HWA
HHM Wealth Advisors’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $158K | Hold |
3,053
| – | – | 0.02% | 231 |
|
2025
Q1 | $183K | Buy |
3,053
+153
| +5% | +$9.15K | 0.02% | 195 |
|
2024
Q4 | $185K | Hold |
2,900
| – | – | 0.03% | 193 |
|
2024
Q3 | $214K | Sell |
2,900
-500
| -15% | -$36.9K | 0.03% | 161 |
|
2024
Q2 | $215K | Buy |
3,400
+2,900
| +580% | +$183K | 0.03% | 161 |
|
2024
Q1 | $35K | Hold |
500
| – | – | 0.01% | 344 |
|
2023
Q4 | $32.6K | Hold |
500
| – | – | 0.01% | 344 |
|
2023
Q3 | $32K | Buy |
+500
| New | +$32K | 0.01% | 334 |
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 712 |
|
2022
Q3 | $0 | Sell |
1
-99
| -99% | – | ﹤0.01% | 721 |
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 572 |
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 515 |
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 484 |
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 451 |
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
2020
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 388 |
|