MCWA
Meadow Creek Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,149
| Closed | -$248K | – | 146 |
|
|
2025
Q1 | $248K | Buy |
4,149
+161
| +4% | +$9.63K | 0.19% | 116 |
|
|
2024
Q4 | $254K | Buy |
3,988
+226
| +6% | +$14.4K | 0.18% | 110 |
|
|
2024
Q3 | $278K | Buy |
3,762
+289
| +8% | +$21.3K | 0.22% | 104 |
|
|
2024
Q2 | $220K | Buy |
3,473
+587
| +20% | +$37.1K | 0.21% | 110 |
|
|
2024
Q1 | $202K | Buy |
+2,886
| New | +$202K | 0.14% | 129 |
|
|
2022
Q1 | – | Sell |
-3,330
| Closed | -$224K | – | 112 |
|
|
2021
Q4 | $224K | Buy |
+3,330
| New | +$224K | 0.21% | 110 |
|