WMA
Wealth Management Associates’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,500
| Closed | -$209K | – | 222 |
|
|
2025
Q1 | $209K | Hold |
3,500
| – | – | 0.09% | 197 |
|
|
2024
Q4 | $223K | Buy |
3,500
+222
| +7% | +$14.2K | 0.1% | 187 |
|
|
2024
Q3 | $242K | Hold |
3,278
| – | – | 0.11% | 180 |
|
|
2024
Q2 | $207K | Hold |
3,278
| – | – | 0.1% | 191 |
|
|
2024
Q1 | $207K | Buy |
+3,278
| New | +$207K | 0.1% | 191 |
|
|
2021
Q2 | – | Sell |
-3,845
| Closed | -$236K | – | 201 |
|
|
2021
Q1 | $236K | Hold |
3,845
| – | – | 0.15% | 156 |
|
|
2020
Q4 | $226K | Hold |
3,845
| – | – | 0.15% | 157 |
|
|
2020
Q3 | $237K | Hold |
3,845
| – | – | 0.18% | 135 |
|
|
2020
Q2 | $237K | Hold |
3,845
| – | – | 0.2% | 120 |
|
|
2020
Q1 | $203K | Hold |
3,845
| – | – | 0.21% | 114 |
|
|
2019
Q4 | $206K | Sell |
3,845
-1,898
| -33% | -$102K | 0.15% | 144 |
|
|
2019
Q3 | $317K | Buy |
5,743
+1,695
| +42% | +$93.4K | 0.25% | 92 |
|
|
2019
Q2 | $213K | Buy |
4,048
+111
| +3% | +$5.83K | 0.21% | 88 |
|
|
2019
Q1 | $204K | Buy |
+3,937
| New | +$204K | 0.22% | 89 |
|