BerganKDV 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
Q2 | $1.81K | Sell |
47
-667
| -93% | -$25.7K | ﹤0.01% | 699 |
|
|
2023
Q1 | $26.2K | Buy |
714
+565
| +379% | +$20.7K | ﹤0.01% | 481 |
|
|
2022
Q4 | $5.01K | Buy |
149
+27
| +22% | +$908 | ﹤0.01% | 674 |
|
|
2022
Q3 | $4K | Sell |
122
-70
| -36% | -$2.3K | ﹤0.01% | 709 |
|
|
2022
Q2 | $6K | Hold |
192
| – | – | ﹤0.01% | 668 |
|
|
2022
Q1 | $8K | Sell |
192
-10
| -5% | -$417 | ﹤0.01% | 642 |
|
|
2021
Q4 | $12K | Buy |
202
+6
| +3% | +$356 | ﹤0.01% | 635 |
|
|
2021
Q3 | $10K | Hold |
196
| – | – | ﹤0.01% | 635 |
|
|
2021
Q2 | $12K | Sell |
196
-114
| -37% | -$6.98K | ﹤0.01% | 580 |
|
|
2021
Q1 | $18K | Buy |
310
+79
| +34% | +$4.59K | ﹤0.01% | 494 |
|
|
2020
Q4 | $10K | Hold |
231
| – | – | ﹤0.01% | 569 |
|
|
2020
Q3 | $7K | Hold |
231
| – | – | ﹤0.01% | 548 |
|
|
2020
Q2 | $6K | Sell |
231
-104
| -31% | -$2.7K | ﹤0.01% | 606 |
|
|
2020
Q1 | $7K | Hold |
335
| – | – | ﹤0.01% | 535 |
|
|
2019
Q4 | $12K | Buy |
335
+224
| +202% | +$8.02K | ﹤0.01% | 508 |
|
|
2019
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 583 |
|
|
2019
Q2 | $4K | Hold |
111
| – | – | ﹤0.01% | 607 |
|
|
2019
Q1 | $4K | Sell |
111
-1,615
| -94% | -$58.2K | ﹤0.01% | 609 |
|
|
2018
Q4 | $58K | Buy |
1,726
+300
| +21% | +$10.1K | 0.01% | 288 |
|
|
2018
Q3 | $48K | Sell |
1,426
-380
| -21% | -$12.8K | 0.01% | 325 |
|
|
2018
Q2 | $71K | Buy |
+1,806
| New | +$71K | 0.02% | 277 |
|