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MWM
Meridian Wealth Management’s
General Mills
GIS
Stock Holding History
Meridian Wealth Management’s Portfolio
GIS Stock Details
GIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-52,646
Closed
-$3.36M
–
633
2024
Q4
$3.36M
Buy
52,646
+1,005
+2%
+$67.4K
0.16%
136
2024
Q3
$3.81M
Buy
+51,641
New
+$3.58M
0.19%
119
2024
Q2
–
Sell
-46,259
Closed
-$3.24M
–
381
2024
Q1
$3.24M
Buy
46,259
+8,034
+21%
+$523K
0.54%
36
2023
Q4
$2.49M
Buy
38,225
+31,295
+452%
+$2.02M
0.16%
149
2023
Q3
$445K
Buy
6,930
+4,068
+142%
+$287K
0.03%
387
2023
Q2
$219K
Buy
2,862
+139
+5%
+$11.9K
0.02%
501
2023
Q1
$233K
Buy
2,723
+15
+0.6%
+$1.2K
0.02%
479
2022
Q4
$227K
Buy
+2,708
New
+$221K
0.02%
466
2019
Q3
–
Sell
-696
Closed
-$366
–
296
2019
Q2
$366
Buy
+696
New
+$36K
0.01%
423
2018
Q2
–
Sell
-6,934
Closed
-$312K
–
189
2018
Q1
$312K
Buy
+6,934
New
+$376K
0.16%
132
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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