JWA
JFS Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
6,510
-4
| -0.1% | -$207 | 0.02% | 246 |
|
|
2025
Q1 | $389K | Sell |
6,514
-83
| -1% | -$4.96K | 0.03% | 224 |
|
|
2024
Q4 | $421K | Buy |
6,597
+7
| +0.1% | +$446 | 0.03% | 212 |
|
|
2024
Q3 | $487K | Buy |
6,590
+5,179
| +367% | +$382K | 0.03% | 199 |
|
|
2024
Q2 | $89.3K | Sell |
1,411
-71
| -5% | -$4.49K | 0.01% | 324 |
|
|
2024
Q1 | $104K | Sell |
1,482
-54
| -4% | -$3.78K | 0.01% | 312 |
|
|
2023
Q4 | $100K | Buy |
1,536
+80
| +5% | +$5.21K | 0.01% | 303 |
|
|
2023
Q3 | $93.2K | Sell |
1,456
-55
| -4% | -$3.52K | 0.01% | 289 |
|
|
2023
Q2 | $116K | Sell |
1,511
-317
| -17% | -$24.3K | 0.01% | 260 |
|
|
2023
Q1 | $156K | Sell |
1,828
-7
| -0.4% | -$598 | 0.01% | 238 |
|
|
2022
Q4 | $154K | Sell |
1,835
-235
| -11% | -$19.7K | 0.02% | 237 |
|
|
2022
Q3 | $159K | Buy |
2,070
+2
| +0.1% | +$154 | 0.02% | 240 |
|
|
2022
Q2 | $156K | Buy |
2,068
+51
| +3% | +$3.85K | 0.02% | 240 |
|
|
2022
Q1 | $137K | Buy |
2,017
+167
| +9% | +$11.3K | 0.01% | 265 |
|
|
2021
Q4 | $125K | Buy |
1,850
+82
| +5% | +$5.54K | 0.01% | 273 |
|
|
2021
Q3 | $106K | Buy |
1,768
+284
| +19% | +$17K | 0.01% | 297 |
|
|
2021
Q2 | $90K | Hold |
1,484
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $91K | Hold |
1,484
| – | – | 0.02% | 202 |
|
|
2020
Q4 | $87K | Hold |
1,484
| – | – | 0.02% | 200 |
|
|
2020
Q3 | $92K | Hold |
1,484
| – | – | 0.02% | 183 |
|
|
2020
Q2 | $91K | Hold |
1,484
| – | – | 0.02% | 188 |
|
|
2020
Q1 | $78K | Hold |
1,484
| – | – | 0.02% | 194 |
|
|
2019
Q4 | $79K | Hold |
1,484
| – | – | 0.02% | 209 |
|
|
2019
Q3 | $82K | Hold |
1,484
| – | – | 0.02% | 204 |
|
|
2019
Q2 | $78K | Hold |
1,484
| – | – | 0.02% | 205 |
|
|
2019
Q1 | $77K | Hold |
1,484
| – | – | 0.02% | 202 |
|
|
2018
Q4 | $58K | Sell |
1,484
-73
| -5% | -$2.85K | 0.02% | 214 |
|
|
2018
Q3 | $67K | Sell |
1,557
-44
| -3% | -$1.89K | 0.02% | 228 |
|
|
2018
Q2 | $71K | Buy |
1,601
+117
| +8% | +$5.19K | 0.02% | 215 |
|
|
2018
Q1 | $67K | Hold |
1,484
| – | – | 0.02% | 226 |
|
|
2017
Q4 | $88K | Hold |
1,484
| – | – | 0.02% | 207 |
|
|
2017
Q3 | $77K | Sell |
1,484
-1,375
| -48% | -$71.3K | 0.02% | 203 |
|
|
2017
Q2 | $158K | Hold |
2,859
| – | – | 0.04% | 143 |
|
|
2017
Q1 | $177K | Hold |
2,859
| – | – | 0.05% | 135 |
|
|
2016
Q4 | $177K | Hold |
2,859
| – | – | 0.05% | 135 |
|
|
2016
Q3 | $183K | Hold |
2,859
| – | – | 0.05% | 132 |
|
|
2016
Q2 | $204K | Sell |
2,859
-10
| -0.3% | -$714 | 0.06% | 155 |
|
|
2016
Q1 | $182K | Buy |
2,869
+10
| +0.3% | +$634 | 0.05% | 139 |
|
|
2015
Q4 | $165K | Hold |
2,859
| – | – | 0.05% | 150 |
|
|
2015
Q3 | $160K | Sell |
2,859
-1,075
| -27% | -$60.2K | 0.07% | 123 |
|
|
2015
Q2 | $219K | Sell |
3,934
-10
| -0.3% | -$557 | 0.11% | 86 |
|
|
2015
Q1 | $223K | Buy |
3,944
+1,000
| +34% | +$56.5K | 0.1% | 85 |
|
|
2014
Q4 | $157K | Hold |
2,944
| – | – | 0.02% | 100 |
|
|
2014
Q3 | $149K | Sell |
2,944
-12
| -0.4% | -$607 | 0.03% | 96 |
|
|
2014
Q2 | $155K | Buy |
+2,956
| New | +$155K | 0.03% | 97 |
|