Philip James Wealth Mangement, LLC GIS Holdings History
Number of Shares
134,278.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
0.89%
Total Estimate Gain
$-940,308.20
% of Total Estimate Gain
-12.46%
Philip James Wealth Mangement, LLC's General Mills Inc Holding Summary
As of 2025-06-30, Philip James Wealth Mangement, LLC held 134,278.00 shares of General Mills Inc(GIS), totaling $6.96 Mil. This investment constitutes 0.89% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0.02% of the outstanding General Mills Inc(GIS) stock.
The initial trade took place in 2024Q3. And since then Philip James Wealth Mangement, LLC has made 4 purchases of GIS, at an average price of $56.18, for a total of 134,278.00 shares. Based on historical transaction data and GIS's current price of $49.18, Philip James Wealth Mangement, LLC's estimated gain on his GIS holdings is $-940,308.20, reflecting a -12.46% gain to date.
Philip James Wealth Mangement, LLC GIS ($49.18) Holding Chart
Philip James Wealth Mangement, LLC GIS ($49.18) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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