MWM
Moran Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-122,232
| Closed | -$7.31M | – | 489 |
|
|
2025
Q1 | $7.31M | Buy |
122,232
+5,176
| +4% | +$309K | 0.25% | 128 |
|
|
2024
Q4 | $7.46M | Buy |
+117,056
| New | +$7.46M | 0.24% | 124 |
|
|
2024
Q1 | – | Sell |
-40,106
| Closed | -$2.61M | – | 427 |
|
|
2023
Q4 | $2.61M | Sell |
40,106
-73,915
| -65% | -$4.81M | 0.09% | 231 |
|
|
2023
Q3 | $7.3M | Sell |
114,021
-243,062
| -68% | -$15.6M | 0.28% | 122 |
|
|
2023
Q2 | $27.4M | Sell |
357,083
-1,127
| -0.3% | -$86.4K | 1.03% | 15 |
|
|
2023
Q1 | $30.6M | Buy |
358,210
+6,292
| +2% | +$538K | 1.16% | 12 |
|
|
2022
Q4 | $29.5M | Buy |
+351,918
| New | +$29.5M | 1.12% | 16 |
|