Caldwell Trust’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
Q3 | $250K | Hold |
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|
2025
Q2 | $202K | Hold |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | $192K | Hold |
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|
2024
Q3 | $161K | Hold |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $163K | Hold |
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|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $139K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $33.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $15.9K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $12.7K | Sell |
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|
2020
Q1 | $59.6K | Hold |
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|
2019
Q4 | $105K | Buy |
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