WJWM
Williams Jones Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Sell |
148,936
-260
| -0.2% | -$13.5K | 0.09% | 111 |
|
|
2025
Q1 | $8.92M | Buy |
149,196
+78
| +0.1% | +$4.66K | 0.11% | 104 |
|
|
2024
Q4 | $9.51M | Sell |
149,118
-3
| -0% | -$191 | 0.11% | 106 |
|
|
2024
Q3 | $11M | Buy |
149,121
+3
| +0% | +$222 | 0.13% | 105 |
|
|
2024
Q2 | $9.43M | Sell |
149,118
-790
| -0.5% | -$50K | 0.12% | 108 |
|
|
2024
Q1 | $10.5M | Sell |
149,908
-635
| -0.4% | -$44.4K | 0.13% | 101 |
|
|
2023
Q4 | $9.81M | Hold |
150,543
| – | – | 0.14% | 103 |
|
|
2023
Q3 | $9.63M | Sell |
150,543
-320
| -0.2% | -$20.5K | 0.15% | 101 |
|
|
2023
Q2 | $11.6M | Sell |
150,863
-5,050
| -3% | -$387K | 0.17% | 92 |
|
|
2023
Q1 | $13.3M | Sell |
155,913
-299
| -0.2% | -$25.6K | 0.21% | 87 |
|
|
2022
Q4 | $13.1M | Buy |
156,212
+128
| +0.1% | +$10.7K | 0.22% | 83 |
|
|
2022
Q3 | $12M | Buy |
156,084
+800
| +0.5% | +$61.3K | 0.21% | 86 |
|
|
2022
Q2 | $11.7M | Buy |
155,284
+95,877
| +161% | +$7.23M | 0.19% | 92 |
|
|
2022
Q1 | $4.02M | Buy |
59,407
+53,353
| +881% | +$3.61M | 0.06% | 152 |
|
|
2021
Q4 | $408K | Buy |
6,054
+28
| +0.5% | +$1.89K | 0.01% | 357 |
|
|
2021
Q3 | $360K | Sell |
6,026
-1,081
| -15% | -$64.6K | 0.01% | 370 |
|
|
2021
Q2 | $433K | Sell |
7,107
-8,266
| -54% | -$504K | 0.01% | 340 |
|
|
2021
Q1 | $943K | Buy |
15,373
+572
| +4% | +$35.1K | 0.01% | 248 |
|
|
2020
Q4 | $870K | Buy |
14,801
+973
| +7% | +$57.2K | 0.01% | 234 |
|
|
2020
Q3 | $853K | Hold |
13,828
| – | – | 0.02% | 214 |
|
|
2020
Q2 | $852K | Buy |
13,828
+31
| +0.2% | +$1.91K | 0.02% | 210 |
|
|
2020
Q1 | $728K | Buy |
13,797
+128
| +0.9% | +$6.75K | 0.02% | 196 |
|
|
2019
Q4 | $732K | Hold |
13,669
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $753K | Buy |
+13,669
| New | +$753K | 0.02% | 225 |
|