WWM
WJ Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Hold |
11,400
| – | – | 0.19% | 64 |
|
|
2025
Q1 | $682K | Hold |
11,400
| – | – | 0.24% | 53 |
|
|
2024
Q4 | $727K | Hold |
11,400
| – | – | 0.25% | 51 |
|
|
2024
Q3 | $842K | Hold |
11,400
| – | – | 0.3% | 45 |
|
|
2024
Q2 | $721K | Hold |
11,400
| – | – | 0.26% | 51 |
|
|
2024
Q1 | $798K | Hold |
11,400
| – | – | 0.32% | 45 |
|
|
2023
Q4 | $743K | Hold |
11,400
| – | – | 0.32% | 44 |
|
|
2023
Q3 | $729K | Hold |
11,400
| – | – | 0.35% | 36 |
|
|
2023
Q2 | $874K | Buy |
11,400
+5,700
| +100% | +$437K | 0.41% | 34 |
|
|
2023
Q1 | $487K | Sell |
5,700
-5,764
| -50% | -$493K | 0.33% | 38 |
|
|
2022
Q4 | $961K | Buy |
11,464
+64
| +0.6% | +$5.37K | 0.56% | 29 |
|
|
2022
Q3 | $874K | Hold |
11,400
| – | – | 0.55% | 27 |
|
|
2022
Q2 | $860K | Buy |
11,400
+5,700
| +100% | +$430K | 0.61% | 25 |
|
|
2022
Q1 | $386K | Hold |
5,700
| – | – | 0.26% | 32 |
|
|
2021
Q4 | $384K | Hold |
5,700
| – | – | 0.23% | 37 |
|
|
2021
Q3 | $341K | Hold |
5,700
| – | – | 0.23% | 43 |
|
|
2021
Q2 | $347K | Hold |
5,700
| – | – | 1.08% | 26 |
|
|
2021
Q1 | $350K | Hold |
5,700
| – | – | 1.09% | 27 |
|
|
2020
Q4 | $335K | Hold |
5,700
| – | – | 1.04% | 27 |
|
|
2020
Q3 | $352K | Sell |
5,700
-5,700
| -50% | -$352K | 1.14% | 23 |
|
|
2020
Q2 | $702K | Buy |
+11,400
| New | +$702K | 0.49% | 28 |
|