Beacon Investment Advisory Services’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 |
-74,142
| Closed | -$2.66M | – | 271 |
|
|
2023
Q4 | $2.66M | Sell |
74,142
-4,765
| -6% | -$171K | 0.12% | 109 |
|
|
2023
Q3 | $2.6M | Sell |
78,907
-2,662
| -3% | -$87.8K | 0.13% | 111 |
|
|
2023
Q2 | $3.15M | Buy |
81,569
+828
| +1% | +$31.9K | 0.15% | 107 |
|
|
2023
Q1 | $2.96M | Buy |
80,741
+3,781
| +5% | +$139K | 0.14% | 111 |
|
|
2022
Q4 | $2.59M | Sell |
76,960
-1,798
| -2% | -$60.5K | 0.13% | 113 |
|
|
2022
Q3 | $2.53M | Sell |
78,758
-1,143
| -1% | -$36.7K | 0.14% | 110 |
|
|
2022
Q2 | $2.54M | Buy |
79,901
+1,292
| +2% | +$41K | 0.13% | 112 |
|
|
2022
Q1 | $3.44M | Buy |
78,609
+3,773
| +5% | +$165K | 0.15% | 109 |
|
|
2021
Q4 | $4.39M | Buy |
74,836
+72
| +0.1% | +$4.22K | 0.17% | 100 |
|
|
2021
Q3 | $3.94M | Buy |
74,764
+1,788
| +2% | +$94.3K | 0.16% | 104 |
|
|
2021
Q2 | $4.32M | Buy |
72,976
+3,276
| +5% | +$194K | 0.17% | 100 |
|
|
2021
Q1 | $4.01M | Buy |
69,700
+4,155
| +6% | +$239K | 0.17% | 101 |
|
|
2020
Q4 | $2.73M | Sell |
65,545
-515
| -0.8% | -$21.4K | 0.13% | 116 |
|
|
2020
Q3 | $1.96M | Sell |
66,060
-5,510
| -8% | -$163K | 0.1% | 125 |
|
|
2020
Q2 | $1.81M | Sell |
71,570
-2,747
| -4% | -$69.5K | 0.1% | 127 |
|
|
2020
Q1 | $1.54M | Sell |
74,317
-3,105
| -4% | -$64.5K | 0.11% | 120 |
|
|
2019
Q4 | $2.83M | Buy |
77,422
+341
| +0.4% | +$12.5K | 0.15% | 117 |
|
|
2019
Q3 | $2.89M | Buy |
77,081
+1,150
| +2% | +$43.1K | 0.29% | 81 |
|
|
2019
Q2 | $2.93M | Sell |
75,931
-7,615
| -9% | -$293K | 0.31% | 82 |
|
|
2019
Q1 | $3.1M | Buy |
83,546
+7,650
| +10% | +$284K | 0.33% | 73 |
|
|
2018
Q4 | $2.54M | Sell |
75,896
-2,649
| -3% | -$88.6K | 0.28% | 81 |
|
|
2018
Q3 | $2.65M | Sell |
78,545
-5,850
| -7% | -$197K | 0.26% | 85 |
|
|
2018
Q2 | $3.33M | Buy |
84,395
+1,137
| +1% | +$44.8K | 0.34% | 76 |
|
|
2018
Q1 | $3.03M | Buy |
83,258
+4,957
| +6% | +$180K | 0.31% | 82 |
|
|
2017
Q4 | $3.21M | Sell |
78,301
-18,548
| -19% | -$760K | 0.34% | 78 |
|
|
2017
Q3 | $3.91M | Buy |
96,849
+89,586
| +1,233% | +$3.62M | 0.34% | 82 |
|
|
2017
Q2 | $254K | Buy |
+7,263
| New | +$254K | 0.05% | 95 |
|