BOK Financial Private Wealth’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28
| Closed | -$1.49K | – | 557 |
|
|
2024
Q4 | $1.49K | Buy |
+28
| New | +$1.47K | ﹤0.01% | 466 |
|
|
2023
Q3 | – | Sell |
-419
| Closed | -$16.2K | – | 388 |
|
|
2023
Q2 | $16.2K | Sell |
419
-36
| -8% | -$1.25K | ﹤0.01% | 298 |
|
|
2023
Q1 | $16.7K | Sell |
455
-397
| -47% | -$15K | ﹤0.01% | 317 |
|
|
2022
Q4 | $28.7K | Hold |
852
| – | – | ﹤0.01% | 279 |
|
|
2022
Q3 | $27K | Hold |
852
| – | – | ﹤0.01% | 286 |
|
|
2022
Q2 | $27K | Buy |
+852
| New | +$32K | ﹤0.01% | 293 |
|
|
2022
Q1 | – | Sell |
-5,251
| Closed | -$308K | – | 322 |
|
|
2021
Q4 | $308K | Buy |
+5,251
| New | +$307K | 0.02% | 219 |
|
|
2020
Q2 | – | Sell |
-11,797
| Closed | -$245K | – | 178 |
|
|
2020
Q1 | $245K | Buy |
11,797
+4,802
| +69% | +$147K | 0.03% | 156 |
|
|
2019
Q4 | $256K | Sell |
6,995
-796
| -10% | -$28.9K | 0.02% | 167 |
|
|
2019
Q3 | $292K | Buy |
7,791
+441
| +6% | +$17K | 0.04% | 102 |
|
|
2019
Q2 | $283K | Buy |
7,350
+291
| +4% | +$10.9K | 0.04% | 100 |
|
|
2019
Q1 | $262K | Sell |
7,059
-278
| -4% | -$10.6K | 0.04% | 95 |
|
|
2018
Q4 | $245K | Buy |
+7,337
| New | +$253K | 0.03% | 106 |
|
|
2018
Q3 | – | Sell |
-5,924
| Closed | -$233K | – | 108 |
|
|
2018
Q2 | $233K | Sell |
5,924
-18
| -0.3% | -$709 | 0.04% | 95 |
|
|
2018
Q1 | $216K | Sell |
5,942
-637
| -10% | -$25.8K | 0.04% | 109 |
|
|
2017
Q4 | $270K | Hold |
6,579
| – | – | 0.04% | 100 |
|
|
2017
Q3 | $266K | Sell |
6,579
-185
| -3% | -$6.76K | 0.04% | 98 |
|
|
2017
Q2 | $236K | Sell |
6,764
-372
| -5% | -$12.6K | 0.03% | 118 |
|
|
2017
Q1 | $252K | Buy |
7,136
+758
| +12% | +$27.7K | 0.04% | 117 |
|
|
2016
Q4 | $222K | Buy |
+6,378
| New | +$214K | 0.03% | 131 |
|