JWM
Janiczek Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $209K | Sell |
3,300
-474
| -13% | -$30K | 0.04% | 177 |
|
|
2024
Q1 | $264K | Sell |
3,774
-117
| -3% | -$8.19K | 0.06% | 150 |
|
|
2023
Q4 | $253K | Buy |
3,891
+1,657
| +74% | +$108K | 0.06% | 127 |
|
|
2023
Q3 | $143K | Sell |
2,234
-993
| -31% | -$63.5K | 0.04% | 191 |
|
|
2023
Q2 | $248K | Sell |
3,227
-32
| -1% | -$2.45K | 0.07% | 110 |
|
|
2023
Q1 | $283K | Buy |
3,259
+1,474
| +83% | +$128K | 0.08% | 87 |
|
|
2022
Q4 | $148K | Buy |
1,785
+378
| +27% | +$31.3K | 0.04% | 162 |
|
|
2022
Q3 | $108K | Sell |
1,407
-191
| -12% | -$14.7K | 0.04% | 182 |
|
|
2022
Q2 | $120K | Sell |
1,598
-268
| -14% | -$20.1K | 0.04% | 178 |
|
|
2022
Q1 | $126K | Sell |
1,866
-8
| -0.4% | -$540 | 0.03% | 176 |
|
|
2021
Q4 | $126K | Buy |
1,874
+449
| +32% | +$30.2K | 0.04% | 160 |
|
|
2021
Q3 | $85K | Buy |
1,425
+359
| +34% | +$21.4K | 0.03% | 193 |
|
|
2021
Q2 | $65K | Buy |
1,066
+40
| +4% | +$2.44K | 0.02% | 208 |
|
|
2021
Q1 | $63K | Sell |
1,026
-127
| -11% | -$7.8K | 0.03% | 195 |
|
|
2020
Q4 | $68K | Buy |
1,153
+537
| +87% | +$31.7K | 0.03% | 151 |
|
|
2020
Q3 | $38K | Buy |
616
+81
| +15% | +$5K | 0.02% | 111 |
|
|
2020
Q2 | $33K | Hold |
535
| – | – | 0.02% | 99 |
|
|
2020
Q1 | $28K | Hold |
535
| – | – | 0.02% | 77 |
|
|
2019
Q4 | $29K | Hold |
535
| – | – | 0.01% | 81 |
|
|
2019
Q3 | $29K | Hold |
535
| – | – | 0.01% | 84 |
|
|
2019
Q2 | $28K | Hold |
535
| – | – | 0.01% | 89 |
|
|
2019
Q1 | $28K | Hold |
535
| – | – | 0.01% | 87 |
|
|
2018
Q4 | $21K | Hold |
535
| – | – | 0.01% | 94 |
|
|
2018
Q3 | $23K | Hold |
535
| – | – | 0.01% | 83 |
|
|
2018
Q2 | $24K | Buy |
+535
| New | +$24K | 0.01% | 84 |
|