PWA
Primoris Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Hold |
12,831
| – | – | 0.45% | 48 |
|
|
2025
Q1 | $767K | Sell |
12,831
-200
| -2% | -$12K | 0.59% | 44 |
|
|
2024
Q4 | $831K | Sell |
13,031
-7
| -0.1% | -$446 | 0.63% | 39 |
|
|
2024
Q3 | $963K | Hold |
13,038
| – | – | 0.7% | 43 |
|
|
2024
Q2 | $825K | Hold |
13,038
| – | – | 0.66% | 43 |
|
|
2024
Q1 | $912K | Hold |
13,038
| – | – | 0.73% | 41 |
|
|
2023
Q4 | $849K | Hold |
13,038
| – | – | 0.8% | 39 |
|
|
2023
Q3 | $834K | Buy |
13,038
+7
| +0.1% | +$448 | 1.01% | 30 |
|
|
2023
Q2 | $999K | Hold |
13,031
| – | – | 1.1% | 27 |
|
|
2023
Q1 | $1.11M | Sell |
13,031
-65
| -0.5% | -$5.56K | 1.37% | 25 |
|
|
2022
Q4 | $1.1M | Hold |
13,096
| – | – | 1.69% | 19 |
|
|
2022
Q3 | $1M | Sell |
13,096
-40
| -0.3% | -$3.07K | 1.79% | 17 |
|
|
2022
Q2 | $990K | Buy |
13,136
+40
| +0.3% | +$3.02K | 1.42% | 22 |
|
|
2022
Q1 | $887K | Hold |
13,096
| – | – | 0.83% | 38 |
|
|
2021
Q4 | $881K | Buy |
+13,096
| New | +$881K | 0.71% | 38 |
|