Carson Wealth (CWM LLC)’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.1M | Buy |
226,102
+33,208
| +17% | +$1.63M | 0.04% | 371 |
|
2025
Q1 | $9.07M | Buy |
192,894
+114,108
| +145% | +$5.37M | 0.04% | 373 |
|
2024
Q4 | $4.2M | Buy |
78,786
+21,203
| +37% | +$1.13M | 0.02% | 519 |
|
2024
Q3 | $2.58M | Buy |
57,583
+8,700
| +18% | +$390K | 0.01% | 621 |
|
2024
Q2 | $2.27M | Buy |
48,883
+9,630
| +25% | +$447K | 0.01% | 614 |
|
2024
Q1 | $1.78M | Buy |
39,253
+17,165
| +78% | +$778K | 0.01% | 657 |
|
2023
Q4 | $793K | Sell |
22,088
-7,636
| -26% | -$274K | ﹤0.01% | 904 |
|
2023
Q3 | $980K | Buy |
29,724
+4,265
| +17% | +$141K | 0.01% | 762 |
|
2023
Q2 | $982K | Buy |
25,459
+1,578
| +7% | +$60.9K | 0.01% | 723 |
|
2023
Q1 | $876K | Buy |
23,881
+2,722
| +13% | +$99.8K | 0.01% | 693 |
|
2022
Q4 | $712K | Buy |
21,159
+1,428
| +7% | +$48.1K | 0.01% | 704 |
|
2022
Q3 | $633K | Buy |
19,731
+3,661
| +23% | +$117K | 0.01% | 683 |
|
2022
Q2 | $510K | Buy |
16,070
+3,758
| +31% | +$119K | ﹤0.01% | 724 |
|
2022
Q1 | $539K | Sell |
12,312
-3,092
| -20% | -$135K | ﹤0.01% | 709 |
|
2021
Q4 | $903K | Buy |
+15,404
| New | +$903K | 0.01% | 594 |
|
2021
Q2 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2021
Q1 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2020
Q4 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2020
Q3 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2020
Q2 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2020
Q1 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2019
Q4 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2019
Q3 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2019
Q2 | $769K | Hold |
13,002
| – | – | 0.01% | 606 |
|
2019
Q1 | $769K | Buy |
13,002
+12,384
| +2,004% | +$732K | 0.01% | 606 |
|
2018
Q4 | $21K | Sell |
618
-1,214
| -66% | -$41.3K | ﹤0.01% | 1114 |
|
2018
Q3 | $62K | Sell |
1,832
-1,678
| -48% | -$56.8K | ﹤0.01% | 704 |
|
2018
Q2 | $138K | Buy |
3,510
+1,826
| +108% | +$71.8K | ﹤0.01% | 477 |
|
2018
Q1 | $61K | Buy |
1,684
+168
| +11% | +$6.09K | ﹤0.01% | 521 |
|
2017
Q4 | $62K | Buy |
1,516
+333
| +28% | +$13.6K | ﹤0.01% | 497 |
|
2017
Q3 | $48K | Buy |
1,183
+91
| +8% | +$3.69K | ﹤0.01% | 536 |
|
2017
Q2 | $38K | Buy |
1,092
+8
| +0.7% | +$278 | ﹤0.01% | 514 |
|
2017
Q1 | $38K | Sell |
1,084
-153
| -12% | -$5.36K | ﹤0.01% | 503 |
|
2016
Q4 | $43K | Buy |
1,237
+12
| +1% | +$417 | ﹤0.01% | 468 |
|
2016
Q3 | $39K | Buy |
1,225
+264
| +27% | +$8.41K | ﹤0.01% | 449 |
|
2016
Q2 | $27K | Hold |
961
| – | – | ﹤0.01% | 432 |
|
2016
Q1 | $30K | Buy |
+961
| New | +$30K | ﹤0.01% | 398 |
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 708 |
|
2015
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 640 |
|
2014
Q1 | – | Sell |
-880
| Closed | -$36K | – | 261 |
|
2013
Q4 | $36K | Buy |
+880
| New | +$36K | 0.01% | 280 |
|