WAAG
Wealth Alliance Advisory Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
7,239
+3,080
| +74% | +$160K | 0.07% | 132 |
|
|
2025
Q1 | $249K | Hold |
4,159
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $265K | Hold |
4,159
| – | – | 0.06% | 152 |
|
|
2024
Q3 | $307K | Hold |
4,159
| – | – | 0.06% | 143 |
|
|
2024
Q2 | $263K | Buy |
4,159
+321
| +8% | +$20.3K | 0.06% | 155 |
|
|
2024
Q1 | $269K | Sell |
3,838
-372
| -9% | -$26K | 0.06% | 152 |
|
|
2023
Q4 | $274K | Sell |
4,210
-139
| -3% | -$9.05K | 0.07% | 146 |
|
|
2023
Q3 | $278K | Buy |
4,349
+72
| +2% | +$4.61K | 0.08% | 138 |
|
|
2023
Q2 | $328K | Sell |
4,277
-11
| -0.3% | -$844 | 0.12% | 120 |
|
|
2023
Q1 | $366K | Hold |
4,288
| – | – | 0.14% | 105 |
|
|
2022
Q4 | $360K | Hold |
4,288
| – | – | 0.14% | 96 |
|
|
2022
Q3 | $329K | Sell |
4,288
-71
| -2% | -$5.45K | 0.15% | 94 |
|
|
2022
Q2 | $329K | Sell |
4,359
-58
| -1% | -$4.38K | 0.16% | 97 |
|
|
2022
Q1 | $299K | Hold |
4,417
| – | – | 0.13% | 115 |
|
|
2021
Q4 | $298K | Hold |
4,417
| – | – | 0.13% | 115 |
|
|
2021
Q3 | $264K | Hold |
4,417
| – | – | 0.13% | 114 |
|
|
2021
Q2 | $269K | Hold |
4,417
| – | – | 0.13% | 117 |
|
|
2021
Q1 | $271K | Sell |
4,417
-240
| -5% | -$14.7K | 0.14% | 112 |
|
|
2020
Q4 | $274K | Buy |
4,657
+159
| +4% | +$9.36K | 0.15% | 113 |
|
|
2020
Q3 | $277K | Sell |
4,498
-410
| -8% | -$25.2K | 0.16% | 92 |
|
|
2020
Q2 | $303K | Hold |
4,908
| – | – | 0.19% | 79 |
|
|
2020
Q1 | $259K | Sell |
4,908
-1,080
| -18% | -$57K | 0.2% | 80 |
|
|
2019
Q4 | $321K | Sell |
5,988
-200
| -3% | -$10.7K | 0.18% | 83 |
|
|
2019
Q3 | $336K | Sell |
6,188
-108
| -2% | -$5.86K | 0.21% | 74 |
|
|
2019
Q2 | $334K | Buy |
6,296
+900
| +17% | +$47.7K | 0.21% | 76 |
|
|
2019
Q1 | $276K | Buy |
5,396
+200
| +4% | +$10.2K | 0.18% | 93 |
|
|
2018
Q4 | $202K | Buy |
+5,196
| New | +$202K | 0.15% | 108 |
|
|
2018
Q1 | – | Sell |
-3,896
| Closed | -$231K | – | 120 |
|
|
2017
Q4 | $231K | Buy |
+3,896
| New | +$231K | 0.21% | 80 |
|