PPWM
PFG Private 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 |
-54
| Closed | -$3.23K | – | 129 |
|
|
2025
Q1 | $3.23K | Hold |
54
| – | – | ﹤0.01% | 201 |
|
|
2024
Q4 | $3.44K | Sell |
54
-17
| -24% | -$1.08K | ﹤0.01% | 174 |
|
|
2024
Q3 | $5.24K | Hold |
71
| – | – | ﹤0.01% | 159 |
|
|
2024
Q2 | $4.49K | Hold |
71
| – | – | ﹤0.01% | 163 |
|
|
2024
Q1 | $4.97K | Hold |
71
| – | – | ﹤0.01% | 152 |
|
|
2023
Q4 | $4.63K | Hold |
71
| – | – | ﹤0.01% | 161 |
|
|
2023
Q3 | $4.54K | Hold |
71
| – | – | ﹤0.01% | 224 |
|
|
2023
Q2 | $5.45K | Hold |
71
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $6.07K | Hold |
71
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 209 |
|
|
2022
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 213 |
|
|
2022
Q2 | $5K | Sell |
71
-158
| -69% | -$11.1K | ﹤0.01% | 221 |
|
|
2022
Q1 | $16K | Sell |
229
-5,750
| -96% | -$402K | 0.01% | 182 |
|
|
2021
Q4 | $403K | Buy |
5,979
+596
| +11% | +$40.2K | 0.21% | 43 |
|
|
2021
Q3 | $322K | Buy |
5,383
+128
| +2% | +$7.66K | 0.19% | 47 |
|
|
2021
Q2 | $320K | Buy |
5,255
+847
| +19% | +$51.6K | 0.21% | 46 |
|
|
2021
Q1 | $270K | Buy |
+4,408
| New | +$270K | 0.19% | 44 |
|