One Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,053
| Closed | -$259K | – | 222 |
|
|
2023
Q3 | $259K | Sell |
4,053
-52
| -1% | -$3.33K | 0.06% | 154 |
|
|
2023
Q2 | $315K | Sell |
4,105
-455
| -10% | -$34.9K | 0.07% | 143 |
|
|
2023
Q1 | $390K | Buy |
4,560
+533
| +13% | +$45.6K | 0.09% | 121 |
|
|
2022
Q4 | $338K | Buy |
+4,027
| New | +$338K | 0.08% | 131 |
|
|
2018
Q3 | – | Sell |
-4,927
| Closed | -$218K | – | 589 |
|
|
2018
Q2 | $218K | Sell |
4,927
-83
| -2% | -$3.67K | 0.17% | 116 |
|
|
2018
Q1 | $226K | Sell |
5,010
-2,831
| -36% | -$128K | 0.2% | 102 |
|
|
2017
Q4 | $465K | Buy |
+7,841
| New | +$465K | 0.38% | 34 |
|