MWM
Mascoma Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73K | Hold |
72
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $4.31K | Hold |
72
| – | – | ﹤0.01% | 407 |
|
|
2024
Q4 | $4.59K | Hold |
72
| – | – | ﹤0.01% | 415 |
|
|
2024
Q3 | $5.32K | Sell |
72
-328
| -82% | -$24.2K | ﹤0.01% | 381 |
|
|
2024
Q2 | $25.3K | Hold |
400
| – | – | 0.01% | 250 |
|
|
2024
Q1 | $28K | Hold |
400
| – | – | 0.01% | 232 |
|
|
2023
Q4 | $26.1K | Hold |
400
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $25.6K | Buy |
400
+22
| +6% | +$1.41K | 0.01% | 249 |
|
|
2023
Q2 | $27K | Sell |
378
-33
| -8% | -$2.36K | 0.01% | 242 |
|
|
2023
Q1 | $36.4K | Hold |
411
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $34.5K | Hold |
411
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $31K | Hold |
411
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $31K | Buy |
411
+50
| +14% | +$3.77K | 0.01% | 300 |
|
|
2022
Q1 | $24K | Hold |
361
| – | – | 0.01% | 345 |
|
|
2021
Q4 | $24K | Hold |
361
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $22K | Buy |
+361
| New | +$22K | 0.01% | 281 |
|
|
2021
Q2 | – | Sell |
-528
| Closed | -$32K | – | 241 |
|
|
2021
Q1 | $32K | Buy |
+528
| New | +$32K | 0.01% | 252 |
|
|
2019
Q3 | – | Sell |
-7,068
| Closed | -$371K | – | 186 |
|
|
2019
Q2 | $371K | Buy |
7,068
+2,590
| +58% | +$136K | 0.23% | 54 |
|
|
2019
Q1 | $232K | Buy |
4,478
+4,150
| +1,265% | +$215K | 0.16% | 63 |
|
|
2018
Q4 | $13K | Hold |
328
| – | – | 0.01% | 240 |
|
|
2018
Q3 | $14K | Hold |
328
| – | – | 0.01% | 266 |
|
|
2018
Q2 | $15K | Hold |
328
| – | – | 0.01% | 244 |
|
|
2018
Q1 | $15K | Hold |
328
| – | – | 0.01% | 243 |
|
|
2017
Q4 | $18K | Hold |
328
| – | – | 0.01% | 220 |
|
|
2017
Q3 | $17K | Hold |
328
| – | – | 0.01% | 245 |
|
|
2017
Q2 | $18K | Hold |
328
| – | – | 0.01% | 246 |
|
|
2017
Q1 | $19K | Hold |
328
| – | – | 0.01% | 220 |
|
|
2016
Q4 | $20K | Buy |
+328
| New | +$20K | 0.01% | 211 |
|