Cassaday & Co Wealth Management’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
$594K Buy
12,069
+152
+1% +$7.48K 0.01% 191
2025
Q1
$560K Sell
11,917
-1,857
-13% -$87.3K 0.02% 185
2024
Q4
$734K Sell
13,774
-574
-4% -$30.6K 0.02% 155
2024
Q3
$643K Buy
14,348
+44
+0.3% +$1.97K 0.02% 158
2024
Q2
$665K Sell
14,304
-6,077
-30% -$282K 0.02% 149
2024
Q1
$924K Buy
20,381
+14
+0.1% +$635 0.03% 109
2023
Q4
$732K Buy
20,367
+6
+0% +$216 0.03% 125
2023
Q3
$671K Buy
20,361
+123
+0.6% +$4.06K 0.03% 119
2023
Q2
$780K Sell
20,238
-173
-0.8% -$6.67K 0.03% 114
2023
Q1
$749K Sell
20,411
-19
-0.1% -$697 0.03% 121
2022
Q4
$687K Buy
+20,430
New +$687K 0.03% 127