JWM
JPL Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53,222
| Closed | -$3.39M | – | 115 |
|
|
2024
Q4 | $3.39M | Buy |
+53,222
| New | +$3.39M | 0.97% | 42 |
|
|
2024
Q2 | $2.44M | Buy |
38,507
+2,599
| +7% | +$164K | 1.19% | 34 |
|
|
2024
Q1 | $2.51M | Buy |
35,908
+11,381
| +46% | +$796K | 1.39% | 25 |
|
|
2023
Q4 | $1.6M | Buy |
+24,527
| New | +$1.6M | 1.15% | 35 |
|