WAOTB
Wealth Advisors of Tampa Bay’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-400
| Closed | -$23.9K | – | 110 |
|
|
2025
Q1 | $23.9K | Buy |
+400
| New | +$23.9K | 0.01% | 146 |
|
|
2022
Q1 | – | Sell |
-92,498
| Closed | -$6.23M | – | 108 |
|
|
2021
Q4 | $6.23M | Buy |
92,498
+45,007
| +95% | +$3.03M | 1.53% | 28 |
|
|
2021
Q3 | $2.84M | Buy |
47,491
+802
| +2% | +$48K | 1.57% | 27 |
|
|
2021
Q2 | $2.85M | Sell |
46,689
-835
| -2% | -$50.9K | 1.58% | 28 |
|
|
2021
Q1 | $2.91M | Buy |
47,524
+935
| +2% | +$57.3K | 1.72% | 22 |
|
|
2020
Q4 | $2.74M | Buy |
46,589
+160
| +0.3% | +$9.41K | 1.91% | 21 |
|
|
2020
Q3 | $2.86M | Buy |
46,429
+207
| +0.4% | +$12.8K | 2.13% | 16 |
|
|
2020
Q2 | $2.85M | Sell |
46,222
-1,221
| -3% | -$75.3K | 2.38% | 14 |
|
|
2020
Q1 | $2.5M | Buy |
47,443
+78
| +0.2% | +$4.12K | 2.81% | 10 |
|
|
2019
Q4 | $2.54M | Sell |
47,365
-465
| -1% | -$24.9K | 2.34% | 17 |
|
|
2019
Q3 | $2.64M | Sell |
47,830
-6,092
| -11% | -$336K | 2.19% | 17 |
|
|
2019
Q2 | $2.83M | Sell |
53,922
-2,015
| -4% | -$106K | 2.06% | 18 |
|
|
2019
Q1 | $2.9M | Sell |
55,937
-3,319
| -6% | -$172K | 2.1% | 21 |
|
|
2018
Q4 | $2.31M | Buy |
59,256
+2,726
| +5% | +$106K | 1.87% | 22 |
|
|
2018
Q3 | $2.43M | Buy |
+56,530
| New | +$2.43M | 1.71% | 27 |
|