Beacon Financial Group’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,457
| Closed | -$268K | – | 321 |
|
|
2023
Q4 | $268K | Buy |
+7,457
| New | +$268K | 0.03% | 277 |
|
|
2020
Q2 | – | Sell |
-99,005
| Closed | -$2.11M | – | 183 |
|
|
2020
Q1 | $2.11M | Sell |
99,005
-3,745
| -4% | -$79.9K | 0.46% | 63 |
|
|
2019
Q4 | $3.76M | Buy |
+102,750
| New | +$3.76M | 0.47% | 53 |
|
|
2018
Q2 | – | Sell |
-6,133
| Closed | -$223K | – | 199 |
|
|
2018
Q1 | $223K | Sell |
6,133
-359
| -6% | -$13.1K | 0.04% | 204 |
|
|
2017
Q4 | $266K | Sell |
6,492
-11,792
| -64% | -$483K | 0.05% | 177 |
|
|
2017
Q3 | $589K | Hold |
18,284
| – | – | 0.11% | 122 |
|
|
2017
Q2 | $637K | Buy |
18,284
+2,035
| +13% | +$70.9K | 0.12% | 115 |
|
|
2017
Q1 | $575K | Buy |
16,249
+3,534
| +28% | +$125K | 0.11% | 111 |
|
|
2016
Q4 | $442K | Sell |
12,715
-1,821
| -13% | -$63.3K | 0.09% | 131 |
|
|
2016
Q3 | $458K | Buy |
14,536
+2,250
| +18% | +$70.9K | 0.1% | 137 |
|
|
2016
Q2 | $346K | Sell |
12,286
-4,404
| -26% | -$124K | 0.08% | 144 |
|
|
2016
Q1 | $517K | Buy |
16,690
+224
| +1% | +$6.94K | 0.11% | 113 |
|
|
2015
Q4 | $565K | Buy |
16,466
+1,522
| +10% | +$52.2K | 0.13% | 103 |
|
|
2015
Q3 | $436K | Buy |
14,944
+329
| +2% | +$9.6K | 0.11% | 117 |
|
|
2015
Q2 | $485K | Buy |
+14,615
| New | +$485K | 0.11% | 111 |
|