HWMG
Hurlow Wealth Management Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,027
| Closed | -$224K | – | 123 |
|
|
2024
Q3 | $224K | Buy |
+3,027
| New | +$224K | 0.07% | 112 |
|
|
2024
Q2 | – | Sell |
-3,285
| Closed | -$230K | – | 118 |
|
|
2024
Q1 | $230K | Sell |
3,285
-204
| -6% | -$14.3K | 0.08% | 106 |
|
|
2023
Q4 | $227K | Buy |
3,489
+4
| +0.1% | +$261 | 0.09% | 102 |
|
|
2023
Q3 | $223K | Sell |
3,485
-9
| -0.3% | -$576 | 0.1% | 97 |
|
|
2023
Q2 | $268K | Sell |
3,494
-8
| -0.2% | -$614 | 0.11% | 90 |
|
|
2023
Q1 | $299K | Sell |
3,502
-3
| -0.1% | -$256 | 0.14% | 80 |
|
|
2022
Q4 | $294K | Buy |
3,505
+33
| +1% | +$2.77K | 0.15% | 80 |
|
|
2022
Q3 | $266K | Sell |
3,472
-80
| -2% | -$6.13K | 0.16% | 75 |
|
|
2022
Q2 | $268K | Buy |
3,552
+342
| +11% | +$25.8K | 0.15% | 80 |
|
|
2022
Q1 | $217K | Buy |
+3,210
| New | +$217K | 0.13% | 89 |
|
|
2020
Q3 | – | Sell |
-3,235
| Closed | -$206K | – | 89 |
|
|
2020
Q2 | $206K | Sell |
3,235
-199
| -6% | -$12.7K | 0.2% | 86 |
|
|
2020
Q1 | $203K | Buy |
+3,434
| New | +$203K | 0.22% | 88 |
|
|
2019
Q4 | – | Sell |
-3,763
| Closed | -$203K | – | 99 |
|
|
2019
Q3 | $203K | Sell |
3,763
-185
| -5% | -$9.98K | 0.22% | 90 |
|
|
2019
Q2 | $208K | Hold |
3,948
| – | – | 0.22% | 90 |
|
|
2019
Q1 | $203K | Buy |
+3,948
| New | +$203K | 0.22% | 93 |
|