AllSquare Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-200
| Closed | -$10.7K | – | 546 |
|
2024
Q4 | $10.7K | Hold |
200
| – | – | 0.01% | 369 |
|
2024
Q3 | $8.97K | Buy |
+200
| New | +$8.97K | 0.01% | 393 |
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$50K | – | 559 |
|
2023
Q2 | $50K | Hold |
1,500
| – | – | 0.03% | 204 |
|
2023
Q1 | $55K | Hold |
1,500
| – | – | 0.04% | 196 |
|
2022
Q4 | $50.5K | Hold |
1,500
| – | – | 0.03% | 198 |
|
2022
Q3 | $48K | Hold |
1,500
| – | – | 0.03% | 189 |
|
2022
Q2 | $48K | Hold |
1,500
| – | – | 0.03% | 199 |
|
2022
Q1 | $66K | Hold |
1,500
| – | – | 0.04% | 186 |
|
2021
Q4 | $88K | Sell |
1,500
-500
| -25% | -$29.3K | 0.05% | 168 |
|
2021
Q3 | $105K | Buy |
2,000
+500
| +33% | +$26.3K | 0.06% | 139 |
|
2021
Q2 | $89K | Hold |
1,500
| – | – | 0.05% | 173 |
|
2021
Q1 | $86K | Hold |
1,500
| – | – | 0.05% | 164 |
|
2020
Q4 | $62K | Hold |
1,500
| – | – | 0.04% | 180 |
|
2020
Q3 | $44K | Hold |
1,500
| – | – | 0.03% | 203 |
|
2020
Q2 | $38K | Hold |
1,500
| – | – | 0.03% | 214 |
|
2020
Q1 | $31K | Hold |
1,500
| – | – | 0.03% | 202 |
|
2019
Q4 | $55K | Hold |
1,500
| – | – | 0.04% | 177 |
|
2019
Q3 | $56K | Sell |
1,500
-500
| -25% | -$18.7K | 0.04% | 171 |
|
2019
Q2 | $77K | Sell |
2,000
-1,200
| -38% | -$46.2K | 0.06% | 146 |
|
2019
Q1 | $119K | Hold |
3,200
| – | – | 0.09% | 111 |
|
2018
Q4 | $107K | Sell |
3,200
-2,950
| -48% | -$98.6K | 0.09% | 111 |
|
2018
Q3 | $207K | Hold |
6,150
| – | – | 0.15% | 76 |
|
2018
Q2 | $242K | Buy |
6,150
+500
| +9% | +$19.7K | 0.18% | 67 |
|
2018
Q1 | $205K | Hold |
5,650
| – | – | 0.16% | 70 |
|
2017
Q4 | $232K | Buy |
5,650
+150
| +3% | +$6.16K | 0.18% | 63 |
|
2017
Q3 | $222K | Buy |
+5,500
| New | +$222K | 0.18% | 63 |
|
2017
Q2 | – | Sell |
-5,500
| Closed | -$194K | – | 249 |
|
2017
Q1 | $194K | Hold |
5,500
| – | – | 0.17% | 66 |
|
2016
Q4 | $192K | Buy |
5,500
+900
| +20% | +$31.4K | 0.18% | 63 |
|
2016
Q3 | $146K | Hold |
4,600
| – | – | 0.14% | 65 |
|
2016
Q2 | $130K | Buy |
4,600
+650
| +16% | +$18.4K | 0.13% | 66 |
|
2016
Q1 | $124K | Buy |
3,950
+1,850
| +88% | +$58.1K | 0.12% | 66 |
|
2015
Q4 | $71K | Buy |
+2,100
| New | +$71K | 0.07% | 98 |
|