JWM
Jeppson Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
17,818
+1,115
| +7% | +$57.8K | 0.32% | 76 |
|
|
2025
Q1 | $999K | Sell |
16,703
-739
| -4% | -$44.2K | 0.37% | 73 |
|
|
2024
Q4 | $1.11M | Sell |
17,442
-460
| -3% | -$29.3K | 0.4% | 67 |
|
|
2024
Q3 | $1.32M | Sell |
17,902
-29
| -0.2% | -$2.14K | 0.47% | 57 |
|
|
2024
Q2 | $1.13M | Sell |
17,931
-155
| -0.9% | -$9.81K | 0.43% | 62 |
|
|
2024
Q1 | $1.27M | Sell |
18,086
-100
| -0.5% | -$7K | 0.49% | 57 |
|
|
2023
Q4 | $1.18M | Sell |
18,186
-924
| -5% | -$60.2K | 0.49% | 58 |
|
|
2023
Q3 | $1.22M | Sell |
19,110
-205
| -1% | -$13.1K | 0.56% | 46 |
|
|
2023
Q2 | $1.48M | Sell |
19,315
-270
| -1% | -$20.7K | 0.64% | 38 |
|
|
2023
Q1 | $1.67M | Sell |
19,585
-354
| -2% | -$30.3K | 0.73% | 30 |
|
|
2022
Q4 | $1.67M | Sell |
19,939
-50
| -0.3% | -$4.19K | 0.7% | 30 |
|
|
2022
Q3 | $1.53M | Sell |
19,989
-100
| -0.5% | -$7.66K | 0.69% | 29 |
|
|
2022
Q2 | $1.52M | Buy |
20,089
+201
| +1% | +$15.2K | 0.65% | 34 |
|
|
2022
Q1 | $1.35M | Sell |
19,888
-95
| -0.5% | -$6.43K | 0.63% | 37 |
|
|
2021
Q4 | $1.35M | Sell |
19,983
-32
| -0.2% | -$2.16K | 0.65% | 34 |
|
|
2021
Q3 | $1.2M | Sell |
20,015
-75
| -0.4% | -$4.49K | 0.62% | 37 |
|
|
2021
Q2 | $1.22M | Hold |
20,090
| – | – | 0.67% | 38 |
|
|
2021
Q1 | $1.23M | Sell |
20,090
-77
| -0.4% | -$4.72K | 0.73% | 33 |
|
|
2020
Q4 | $1.19M | Sell |
20,167
-75
| -0.4% | -$4.41K | 0.79% | 26 |
|
|
2020
Q3 | $1.25M | Buy |
+20,242
| New | +$1.25M | 0.98% | 21 |
|