Caldwell Trust’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
4,100
|
|
||||
|
2025
Q1 | $193K | Buy |
4,100
+500
|
|
||||
|
2024
Q4 | $192K | Hold |
3,600
|
|
||||
|
2024
Q3 | $161K | Hold |
3,600
|
|
||||
|
2024
Q2 | $167K | Hold |
3,600
|
|
||||
|
2024
Q1 | $163K | Hold |
3,600
|
|
||||
|
2023
Q4 | $129K | Hold |
3,600
|
|
||||
|
2023
Q3 | $119K | Hold |
3,600
|
|
||||
|
2023
Q2 | $139K | Buy |
+3,600
|
|
||||
|
2023
Q1 | – | Sell |
-1,000
|
|
||||
|
2022
Q4 | $33.6K | Buy |
+1,000
|
|
||||
|
2022
Q3 | – | Sell |
-500
|
|
||||
|
2022
Q2 | $15.9K | Buy |
+500
|
|
||||
|
2020
Q3 | – | Sell |
-500
|
|
||||
|
2020
Q2 | $12.7K | Sell |
500
-2,366
|
|
||||
|
2020
Q1 | $59.6K | Hold |
2,866
|
|
||||
|
2019
Q4 | $105K | Buy |
+2,866
|
|