Journey Strategic Wealth’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,751
| Closed | -$203K | – | 526 |
|
|
2024
Q3 | $203K | Buy |
+2,751
| New | +$203K | 0.01% | 471 |
|
|
2023
Q2 | – | Sell |
-3,331
| Closed | -$285K | – | 232 |
|
|
2023
Q1 | $285K | Sell |
3,331
-886
| -21% | -$75.7K | 0.03% | 165 |
|
|
2022
Q4 | $354K | Buy |
4,217
+838
| +25% | +$70.3K | 0.04% | 129 |
|
|
2022
Q3 | $259K | Buy |
+3,379
| New | +$259K | 0.03% | 119 |
|
|
2022
Q2 | – | Sell |
-3,236
| Closed | -$220K | – | 161 |
|
|
2022
Q1 | $220K | Buy |
+3,236
| New | +$220K | 0.02% | 145 |
|