Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-72,618
| Closed | -$2.39M | – | 204 |
|
|
2023
Q3 | $2.39M | Sell |
72,618
-773
| -1% | -$25.5K | 0.46% | 60 |
|
|
2023
Q2 | $2.83M | Buy |
73,391
+16,088
| +28% | +$620K | 0.51% | 50 |
|
|
2023
Q1 | $2.1M | Buy |
57,303
+1,213
| +2% | +$44.5K | 0.41% | 69 |
|
|
2022
Q4 | $1.89M | Sell |
56,090
-53
| -0.1% | -$1.78K | 0.4% | 75 |
|
|
2022
Q3 | $1.8M | Buy |
56,143
+619
| +1% | +$19.9K | 0.41% | 71 |
|
|
2022
Q2 | $1.76M | Buy |
55,524
+42,794
| +336% | +$1.36M | 0.39% | 85 |
|
|
2022
Q1 | $557K | Sell |
12,730
-20,223
| -61% | -$885K | 0.1% | 152 |
|
|
2021
Q4 | $1.93M | Buy |
32,953
+8,451
| +34% | +$495K | 0.32% | 96 |
|
|
2021
Q3 | $1.29M | Buy |
24,502
+4,741
| +24% | +$250K | 0.24% | 119 |
|
|
2021
Q2 | $1.17M | Buy |
19,761
+734
| +4% | +$43.4K | 0.21% | 128 |
|
|
2021
Q1 | $1.09M | Buy |
19,027
+3,599
| +23% | +$207K | 0.21% | 132 |
|
|
2020
Q4 | $642K | Buy |
+15,428
| New | +$642K | 0.13% | 178 |
|
|
2019
Q2 | – | Sell |
-52,919
| Closed | -$1.96M | – | 169 |
|
|
2019
Q1 | $1.96M | Buy |
+52,919
| New | +$1.96M | 0.57% | 77 |
|