PPWM
Paragon Private Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,559
| Closed | -$263K | – | 169 |
|
|
2024
Q3 | $263K | Buy |
3,559
+281
| +9% | +$20.8K | 0.13% | 140 |
|
|
2024
Q2 | $207K | Buy |
3,278
+243
| +8% | +$15.4K | 0.12% | 150 |
|
|
2024
Q1 | $212K | Buy |
+3,035
| New | +$212K | 0.13% | 139 |
|
|
2023
Q4 | – | Sell |
-3,240
| Closed | -$207K | – | 140 |
|
|
2023
Q3 | $207K | Hold |
3,240
| – | – | 0.17% | 120 |
|
|
2023
Q2 | $249K | Hold |
3,240
| – | – | 0.2% | 111 |
|
|
2023
Q1 | $277K | Sell |
3,240
-240
| -7% | -$20.5K | 0.23% | 103 |
|
|
2022
Q4 | $292K | Buy |
3,480
+543
| +18% | +$45.5K | 0.26% | 96 |
|
|
2022
Q3 | $230K | Buy |
+2,937
| New | +$230K | 0.22% | 110 |
|