Baldwin Wealth Partners’s General Motors GM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-457	Closed	-$20.5K	–	554
2024 Q3	$20.5K	Buy	457 +447	+4,470%	+$20K	﹤0.01%	692
2024 Q2	$465	Hold	10	–	–	﹤0.01%	739
2024 Q1	$454	Hold	10	–	–	﹤0.01%	673
2023 Q4	$359	Hold	10	–	–	﹤0.01%	702
2023 Q3	$330	Hold	10	–	–	﹤0.01%	735
2023 Q2	$386	Hold	10	–	–	﹤0.01%	746
2023 Q1	$367	Hold	10	–	–	﹤0.01%	783
2022 Q4	$336	Hold	10	–	–	﹤0.01%	768
2022 Q3	$0	Sell	10 -5,000	-100%	–	﹤0.01%	681
2022 Q2	$159K	Hold	5,010	–	–	0.02%	212
2022 Q1	$219K	Hold	5,010	–	–	0.02%	198
2021 Q4	$294K	Buy	5,010 +5,000	+50,000%	+$293K	0.03%	170
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	630
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	643
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	609
2020 Q4	$0	Hold	10	–	–	﹤0.01%	555
2020 Q3	$0	Hold	10	–	–	﹤0.01%	539
2020 Q2	$0	Hold	10	–	–	﹤0.01%	536
2020 Q1	$0	Hold	10	–	–	﹤0.01%	553
2019 Q4	$0	Hold	10	–	–	﹤0.01%	540
2019 Q3	$0	Hold	10	–	–	﹤0.01%	529
2019 Q2	$0	Hold	10	–	–	﹤0.01%	513
2019 Q1	$0	Hold	10	–	–	﹤0.01%	515
2018 Q4	$0	Hold	10	–	–	﹤0.01%	516
2018 Q3	$0	Buy	+10	New	–	﹤0.01%	523
2018 Q1	–	Sell	-500	Closed	-$20K	–	492
2017 Q4	$20K	Hold	500	–	–	﹤0.01%	375
2017 Q3	$20K	Hold	500	–	–	﹤0.01%	366
2017 Q2	$17K	Hold	500	–	–	﹤0.01%	385
2017 Q1	$18K	Hold	500	–	–	﹤0.01%	377
2016 Q4	$17K	Hold	500	–	–	﹤0.01%	380
2016 Q3	$16K	Hold	500	–	–	﹤0.01%	405
2016 Q2	$14K	Sell	500 -577	-54%	-$16.2K	﹤0.01%	367
2016 Q1	$34K	Buy	+1,077	New	+$34K	0.01%	321