VWA
V Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,574
| Closed | -$351K | – | 207 |
|
|
2023
Q2 | $351K | Sell |
4,574
-122
| -3% | -$9.36K | 0.06% | 255 |
|
|
2023
Q1 | $401K | Buy |
4,696
+4
| +0.1% | +$342 | 0.08% | 234 |
|
|
2022
Q4 | $393K | Buy |
4,692
+3
| +0.1% | +$252 | 0.08% | 229 |
|
|
2022
Q3 | $359K | Sell |
4,689
-826
| -15% | -$63.2K | 0.07% | 253 |
|
|
2022
Q2 | $416K | Buy |
5,515
+1,034
| +23% | +$78K | 0.08% | 248 |
|
|
2022
Q1 | $303K | Buy |
4,481
+304
| +7% | +$20.6K | 0.05% | 344 |
|
|
2021
Q4 | $281K | Sell |
4,177
-46
| -1% | -$3.1K | 0.04% | 362 |
|
|
2021
Q3 | $253K | Sell |
4,223
-205
| -5% | -$12.3K | 0.04% | 385 |
|
|
2021
Q2 | $267K | Sell |
4,428
-12,536
| -74% | -$756K | 0.04% | 393 |
|
|
2021
Q1 | $1.04M | Sell |
16,964
-588
| -3% | -$36K | 0.19% | 133 |
|
|
2020
Q4 | $1.03M | Buy |
17,552
+6,002
| +52% | +$353K | 0.21% | 123 |
|
|
2020
Q3 | $712K | Buy |
11,550
+4,272
| +59% | +$263K | 0.49% | 54 |
|
|
2020
Q2 | $448K | Sell |
7,278
-158
| -2% | -$9.73K | 0.12% | 198 |
|
|
2020
Q1 | $393K | Buy |
7,436
+2,205
| +42% | +$117K | 0.12% | 180 |
|
|
2019
Q4 | $288K | Hold |
5,231
| – | – | 0.1% | 206 |
|
|
2019
Q3 | $288K | Buy |
5,231
+127
| +2% | +$6.99K | 0.1% | 207 |
|
|
2019
Q2 | $269K | Buy |
+5,104
| New | +$269K | 0.1% | 206 |
|
|
2017
Q3 | – | Sell |
-3,197
| Closed | -$178K | – | 401 |
|
|
2017
Q2 | $178K | Buy |
+3,197
| New | +$178K | 0.08% | 185 |
|