KWB 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
Q1 | – | Sell |
-5,294
| Closed | -$345K | – | 132 |
|
|
2023
Q4 | $345K | Buy |
5,294
+31
| +0.6% | +$2.02K | 0.05% | 96 |
|
|
2023
Q3 | $404K | Hold |
5,263
| – | – | 0.06% | 86 |
|
|
2023
Q2 | $404K | Buy |
5,263
+157
| +3% | +$12K | 0.06% | 89 |
|
|
2023
Q1 | $428K | Hold |
5,106
| – | – | 0.08% | 79 |
|
|
2022
Q4 | $428K | Buy |
5,106
+1,741
| +52% | +$146K | 0.08% | 72 |
|
|
2022
Q3 | $258K | Buy |
3,365
+161
| +5% | +$12.3K | 0.05% | 90 |
|
|
2022
Q2 | $242K | Buy |
+3,204
| New | +$242K | 0.05% | 92 |
|