Buckingham Strategic Wealth’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $371K | Buy |
7,991
+1,525
| +24% | +$70.9K | ﹤0.01% | 539 |
|
|
2024
Q1 | $293K | Sell |
6,466
-1,302
| -17% | -$59K | ﹤0.01% | 595 |
|
|
2023
Q4 | $279K | Buy |
+7,768
| New | +$279K | ﹤0.01% | 585 |
|
|
2022
Q2 | – | Sell |
-4,824
| Closed | -$211K | – | 625 |
|
|
2022
Q1 | $211K | Sell |
4,824
-7
| -0.1% | -$306 | ﹤0.01% | 554 |
|
|
2021
Q4 | $283K | Sell |
4,831
-699
| -13% | -$40.9K | 0.01% | 490 |
|
|
2021
Q3 | $291K | Sell |
5,530
-108
| -2% | -$5.68K | 0.01% | 472 |
|
|
2021
Q2 | $334K | Buy |
5,638
+624
| +12% | +$37K | 0.01% | 444 |
|
|
2021
Q1 | $288K | Buy |
+5,014
| New | +$288K | 0.01% | 444 |
|
|
2020
Q4 | – | Sell |
-75,222
| Closed | -$2.23M | – | 551 |
|
|
2020
Q3 | $2.23M | Buy |
+75,222
| New | +$2.23M | 0.17% | 101 |
|
|
2020
Q2 | – | Sell |
-46,676
| Closed | -$970K | – | 429 |
|
|
2020
Q1 | $970K | Buy |
46,676
+35,943
| +335% | +$747K | 0.09% | 165 |
|
|
2019
Q4 | $393K | Buy |
10,733
+35
| +0.3% | +$1.28K | 0.04% | 292 |
|
|
2019
Q3 | $401K | Buy |
10,698
+380
| +4% | +$14.2K | 0.04% | 272 |
|
|
2019
Q2 | $398K | Buy |
10,318
+2,284
| +28% | +$88.1K | 0.04% | 281 |
|
|
2019
Q1 | $298K | Sell |
8,034
-504
| -6% | -$18.7K | 0.04% | 314 |
|
|
2018
Q4 | $286K | Sell |
8,538
-8,695
| -50% | -$291K | 0.04% | 276 |
|
|
2018
Q3 | $580K | Buy |
17,233
+8,155
| +90% | +$274K | 0.09% | 173 |
|
|
2018
Q2 | $358K | Buy |
+9,078
| New | +$358K | 0.06% | 237 |
|
|
2017
Q3 | – | Sell |
-6,949
| Closed | -$243K | – | 294 |
|
|
2017
Q2 | $243K | Buy |
6,949
+843
| +14% | +$29.5K | 0.06% | 251 |
|
|
2017
Q1 | $216K | Sell |
6,106
-1,000
| -14% | -$35.4K | 0.06% | 233 |
|
|
2016
Q4 | $248K | Sell |
7,106
-3,101
| -30% | -$108K | 0.08% | 189 |
|
|
2016
Q3 | $324K | Buy |
10,207
+1,152
| +13% | +$36.6K | 0.11% | 145 |
|
|
2016
Q2 | $256K | Buy |
9,055
+1,629
| +22% | +$46.1K | 0.09% | 177 |
|
|
2016
Q1 | $233K | Buy |
+7,426
| New | +$233K | 0.08% | 193 |
|