WWM
Wagner Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
6,931
+1,657
| +31% | +$85.8K | 0.08% | 88 |
|
|
2025
Q1 | $315K | Sell |
5,274
-977
| -16% | -$58.4K | 0.08% | 85 |
|
|
2024
Q4 | $399K | Sell |
6,251
-271
| -4% | -$17.3K | 0.1% | 77 |
|
|
2024
Q3 | $482K | Sell |
6,522
-108
| -2% | -$7.98K | 0.13% | 67 |
|
|
2024
Q2 | $419K | Buy |
6,630
+1,206
| +22% | +$76.3K | 0.13% | 78 |
|
|
2024
Q1 | $380K | Buy |
5,424
+408
| +8% | +$28.5K | 0.12% | 85 |
|
|
2023
Q4 | $327K | Buy |
5,016
+581
| +13% | +$37.8K | 0.11% | 91 |
|
|
2023
Q3 | $284K | Buy |
4,435
+916
| +26% | +$58.6K | 0.1% | 92 |
|
|
2023
Q2 | $270K | Sell |
3,519
-4
| -0.1% | -$307 | 0.1% | 91 |
|
|
2023
Q1 | $301K | Buy |
3,523
+254
| +8% | +$21.7K | 0.14% | 89 |
|
|
2022
Q4 | $274K | Buy |
3,269
+2,048
| +168% | +$172K | 0.17% | 92 |
|
|
2022
Q3 | $94K | Buy |
1,221
+637
| +109% | +$49K | 0.07% | 154 |
|
|
2022
Q2 | $44K | Buy |
+584
| New | +$44K | 0.04% | 220 |
|