Phillips Wealth Planners’s General Mills GIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,081	Closed	-$236K	–	150
2023 Q2	$236K	Sell	3,081 -69	-2%	-$5.29K	0.31%	123
2023 Q1	$282K	Sell	3,150 -555	-15%	-$49.6K	0.37%	101
2022 Q4	$284K	Buy	+3,705	New	+$284K	0.5%	75