MWA
Meridian Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,405
| Closed | -$206K | – | 188 |
|
|
2023
Q1 | $206K | Hold |
2,405
| – | – | 0.05% | 180 |
|
|
2022
Q4 | $202K | Buy |
+2,405
| New | +$202K | 0.05% | 184 |
|
|
2019
Q1 | – | Sell |
-1,480
| Closed | -$58K | – | 236 |
|
|
2018
Q4 | $58K | Buy |
+1,480
| New | +$58K | 0.04% | 230 |
|