MGWM
Marks Group Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
+11,496
| New | +$596K | 0.06% | 218 |
|
|
2024
Q4 | – | Sell |
-2,940
| Closed | -$217K | – | 291 |
|
|
2024
Q3 | $217K | Buy |
+2,940
| New | +$217K | 0.02% | 286 |
|
|
2024
Q2 | – | Sell |
-3,119
| Closed | -$218K | – | 293 |
|
|
2024
Q1 | $218K | Hold |
3,119
| – | – | 0.02% | 292 |
|
|
2023
Q4 | $203K | Buy |
+3,119
| New | +$203K | 0.02% | 287 |
|
|
2023
Q3 | – | Sell |
-3,106
| Closed | -$238K | – | 277 |
|
|
2023
Q2 | $238K | Sell |
3,106
-42
| -1% | -$3.22K | 0.03% | 261 |
|
|
2023
Q1 | $269K | Sell |
3,148
-22,760
| -88% | -$1.95M | 0.03% | 255 |
|
|
2022
Q4 | $2.17M | Buy |
25,908
+461
| +2% | +$38.7K | 0.3% | 108 |
|
|
2022
Q3 | $1.95M | Buy |
25,447
+2,019
| +9% | +$155K | 0.3% | 103 |
|
|
2022
Q2 | $1.77M | Buy |
23,428
+3,524
| +18% | +$266K | 0.26% | 117 |
|
|
2022
Q1 | $1.35M | Buy |
19,904
+4,189
| +27% | +$284K | 0.17% | 135 |
|
|
2021
Q4 | $1.06M | Buy |
15,715
+5,721
| +57% | +$386K | 0.13% | 166 |
|
|
2021
Q3 | $597K | Buy |
9,994
+1,016
| +11% | +$60.7K | 0.08% | 188 |
|
|
2021
Q2 | $546K | Buy |
8,978
+422
| +5% | +$25.7K | 0.08% | 174 |
|
|
2021
Q1 | $522K | Sell |
8,556
-1,121
| -12% | -$68.4K | 0.08% | 174 |
|
|
2020
Q4 | $569K | Buy |
9,677
+550
| +6% | +$32.3K | 0.09% | 168 |
|
|
2020
Q3 | $563K | Buy |
9,127
+409
| +5% | +$25.2K | 0.1% | 165 |
|
|
2020
Q2 | $541K | Buy |
8,718
+226
| +3% | +$14K | 0.11% | 153 |
|
|
2020
Q1 | $448K | Sell |
8,492
-1,533
| -15% | -$80.9K | 0.12% | 156 |
|
|
2019
Q4 | $537K | Buy |
+10,025
| New | +$537K | 0.11% | 166 |
|