OWA
Outlook Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,129
| Closed | -$451K | – | 264 |
|
|
2024
Q2 | $451K | Sell |
7,129
-56
| -0.8% | -$3.54K | 0.14% | 146 |
|
|
2024
Q1 | $503K | Sell |
7,185
-261
| -4% | -$18.3K | 0.16% | 136 |
|
|
2023
Q4 | $485K | Sell |
7,446
-1,306
| -15% | -$85.1K | 0.17% | 124 |
|
|
2023
Q3 | $560K | Buy |
8,752
+251
| +3% | +$16.1K | 0.21% | 115 |
|
|
2023
Q2 | $652K | Sell |
8,501
-2,218
| -21% | -$170K | 0.25% | 109 |
|
|
2023
Q1 | $916K | Buy |
10,719
+35
| +0.3% | +$2.99K | 0.41% | 55 |
|
|
2022
Q4 | $896K | Sell |
10,684
-260
| -2% | -$21.8K | 0.43% | 57 |
|
|
2022
Q3 | $838K | Sell |
10,944
-213
| -2% | -$16.3K | 0.38% | 60 |
|
|
2022
Q2 | $842K | Sell |
11,157
-90
| -0.8% | -$6.79K | 0.34% | 73 |
|
|
2022
Q1 | $762K | Sell |
11,247
-140
| -1% | -$9.49K | 0.25% | 99 |
|
|
2021
Q4 | $767K | Buy |
11,387
+158
| +1% | +$10.6K | 0.23% | 103 |
|
|
2021
Q3 | $672K | Buy |
11,229
+204
| +2% | +$12.2K | 0.22% | 110 |
|
|
2021
Q2 | $672K | Buy |
11,025
+793
| +8% | +$48.3K | 0.21% | 116 |
|
|
2021
Q1 | $627K | Sell |
10,232
-53
| -0.5% | -$3.25K | 0.22% | 118 |
|
|
2020
Q4 | $605K | Buy |
10,285
+227
| +2% | +$13.4K | 0.22% | 108 |
|
|
2020
Q3 | $620K | Buy |
10,058
+1,980
| +25% | +$122K | 0.25% | 90 |
|
|
2020
Q2 | $498K | Buy |
8,078
+421
| +5% | +$26K | 0.21% | 96 |
|
|
2020
Q1 | $404K | Buy |
7,657
+331
| +5% | +$17.5K | 0.23% | 90 |
|
|
2019
Q4 | $392K | Buy |
7,326
+329
| +5% | +$17.6K | 0.22% | 98 |
|
|
2019
Q3 | $386K | Sell |
6,997
-3,004
| -30% | -$166K | 0.23% | 100 |
|
|
2019
Q2 | $525K | Sell |
10,001
-2,145
| -18% | -$113K | 0.35% | 70 |
|
|
2019
Q1 | $629K | Buy |
12,146
+9,894
| +439% | +$512K | 0.52% | 52 |
|
|
2018
Q4 | $877K | Buy |
+2,252
| New | +$877K | 0.4% | 63 |
|