WA
WFG Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.87M | Buy |
33,811
+2,060
| +6% | +$114K | 0.42% | 58 |
|
|
2017
Q1 | $1.87M | Sell |
31,751
-3,322
| -9% | -$196K | 0.5% | 46 |
|
|
2016
Q4 | $2.17M | Sell |
35,073
-3,216
| -8% | -$199K | 0.53% | 40 |
|
|
2016
Q3 | $2.45M | Sell |
38,289
-1,891
| -5% | -$121K | 0.61% | 30 |
|
|
2016
Q2 | $2.87M | Buy |
40,180
+1,054
| +3% | +$75.2K | 0.76% | 21 |
|
|
2016
Q1 | $2.48M | Buy |
39,126
+1,309
| +3% | +$82.9K | 0.72% | 25 |
|
|
2015
Q4 | $2.18M | Buy |
37,817
+1,734
| +5% | +$100K | 0.65% | 25 |
|
|
2015
Q3 | $2.03M | Sell |
36,083
-4,137
| -10% | -$232K | 0.63% | 30 |
|
|
2015
Q2 | $2.24M | Buy |
40,220
+7,958
| +25% | +$443K | 0.62% | 30 |
|
|
2015
Q1 | $1.83M | Sell |
32,262
-488,015
| -94% | -$27.6M | 0.51% | 33 |
|
|
2014
Q4 | $27.7M | Sell |
520,277
-299
| -0.1% | -$15.9K | 5.61% | 1 |
|
|
2014
Q3 | $26.3M | Buy |
520,576
+4,659
| +0.9% | +$235K | 5% | 1 |
|
|
2014
Q2 | $27.1M | Sell |
515,917
-10,586
| -2% | -$556K | 5.06% | 1 |
|
|
2014
Q1 | $26.8M | Buy |
526,503
+7,070
| +1% | +$360K | 5.39% | 1 |
|
|
2013
Q4 | $25.9M | Sell |
519,433
-1,654
| -0.3% | -$82.6K | 3.69% | 1 |
|
|
2013
Q3 | $25M | Buy |
521,087
+20,665
| +4% | +$990K | 3.87% | 1 |
|
|
2013
Q2 | $24.3M | Buy |
+500,422
| New | +$24.3M | 4.04% | 1 |
|