PWA
Phoenix Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
4,457
+113
| +3% | +$5.86K | 0.1% | 117 |
|
|
2025
Q1 | $260K | Sell |
4,344
-75
| -2% | -$4.48K | 0.11% | 105 |
|
|
2024
Q4 | $282K | Sell |
4,419
-80
| -2% | -$5.1K | 0.12% | 98 |
|
|
2024
Q3 | $332K | Buy |
4,499
+14
| +0.3% | +$1.03K | 0.15% | 94 |
|
|
2024
Q2 | $284K | Buy |
4,485
+40
| +0.9% | +$2.53K | 0.14% | 105 |
|
|
2024
Q1 | $311K | Sell |
4,445
-75
| -2% | -$5.25K | 0.19% | 93 |
|
|
2023
Q4 | $302K | Sell |
4,520
-102
| -2% | -$6.81K | 0.21% | 91 |
|
|
2023
Q3 | $296K | Buy |
4,622
+63
| +1% | +$4.03K | 0.17% | 85 |
|
|
2023
Q2 | $350K | Sell |
4,559
-74
| -2% | -$5.68K | 0.2% | 71 |
|
|
2023
Q1 | $396K | Buy |
4,633
+37
| +0.8% | +$3.16K | 0.25% | 57 |
|
|
2022
Q4 | $385K | Sell |
4,596
-230
| -5% | -$19.3K | 0.23% | 58 |
|
|
2022
Q3 | $370K | Sell |
4,826
-426
| -8% | -$32.7K | 0.37% | 62 |
|
|
2022
Q2 | $396K | Buy |
+5,252
| New | +$396K | 0.39% | 51 |
|
|
2022
Q1 | – | Sell |
-4,741
| Closed | -$319K | – | 106 |
|
|
2021
Q4 | $319K | Sell |
4,741
-846
| -15% | -$56.9K | 0.24% | 86 |
|
|
2021
Q3 | $334K | Buy |
5,587
+32
| +0.6% | +$1.91K | 0.25% | 83 |
|
|
2021
Q2 | $332K | Sell |
5,555
-30,563
| -85% | -$1.83M | 0.24% | 89 |
|
|
2021
Q1 | $2.2M | Buy |
36,118
+1,607
| +5% | +$97.9K | 1.71% | 20 |
|
|
2020
Q4 | $2.03M | Buy |
+34,511
| New | +$2.03M | 1.54% | 26 |
|