JPWM
Jamison Private Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
14,660
+58
| +0.4% | +$3.01K | 0.11% | 118 |
|
|
2025
Q1 | $873K | Buy |
14,602
+66
| +0.5% | +$3.95K | 0.13% | 109 |
|
|
2024
Q4 | $927K | Sell |
14,536
-4
| -0% | -$255 | 0.14% | 113 |
|
|
2024
Q3 | $1.07M | Sell |
14,540
-264
| -2% | -$19.5K | 0.16% | 102 |
|
|
2024
Q2 | $937K | Sell |
14,804
-579
| -4% | -$36.6K | 0.16% | 102 |
|
|
2024
Q1 | $1.08M | Sell |
15,383
-875
| -5% | -$61.2K | 0.18% | 96 |
|
|
2023
Q4 | $1.06M | Sell |
16,258
-692
| -4% | -$45.1K | 0.2% | 94 |
|
|
2023
Q3 | $1.08M | Buy |
+16,950
| New | +$1.08M | 0.22% | 87 |
|