WR Wealth Planners’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19K | Sell |
298
-81
| -21% | -$5.17K | 0.01% | 471 |
|
|
2024
Q3 | $28K | Sell |
379
-177
| -32% | -$13.1K | 0.01% | 429 |
|
|
2024
Q2 | $35.2K | Buy |
556
+4
| +0.7% | +$253 | 0.01% | 370 |
|
|
2024
Q1 | $38.6K | Buy |
+552
| New | +$38.6K | 0.01% | 367 |
|
|
2023
Q4 | – | Sell |
-481
| Closed | -$30.8K | – | 450 |
|
|
2023
Q3 | $30.8K | Hold |
481
| – | – | 0.01% | 376 |
|
|
2023
Q2 | $36.9K | Buy |
481
+35
| +8% | +$2.69K | 0.01% | 354 |
|
|
2023
Q1 | $38.1K | Buy |
446
+349
| +360% | +$29.8K | 0.02% | 352 |
|
|
2022
Q4 | $8.13K | Hold |
97
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $7.43K | Hold |
97
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $7.32K | Hold |
97
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $6.57K | Buy |
+97
| New | +$6.57K | ﹤0.01% | 336 |
|