TWG
The Wealth Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
8,260
+9
| +0.1% | +$466 | 0.11% | 53 |
|
|
2025
Q1 | $493K | Sell |
8,251
-890
| -10% | -$53.2K | 0.14% | 41 |
|
|
2024
Q4 | $583K | Sell |
9,141
-354
| -4% | -$22.6K | 0.17% | 36 |
|
|
2024
Q3 | $701K | Buy |
9,495
+13
| +0.1% | +$960 | 0.2% | 35 |
|
|
2024
Q2 | $600K | Hold |
9,482
| – | – | 0.18% | 36 |
|
|
2024
Q1 | $670K | Sell |
9,482
-164
| -2% | -$11.6K | 0.21% | 34 |
|
|
2023
Q4 | $625K | Buy |
+9,646
| New | +$625K | 0.21% | 35 |
|