Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $123K | Buy |
2,308
+48
| +2% | +$2.56K | 0.05% | 151 |
|
|
2024
Q3 | $101K | Hold |
2,260
| – | – | 0.04% | 156 |
|
|
2024
Q2 | $105K | Hold |
2,260
| – | – | 0.04% | 154 |
|
|
2024
Q1 | $102K | Buy |
2,260
+1,280
| +131% | +$58K | 0.05% | 152 |
|
|
2023
Q4 | $35.2K | Sell |
980
-1,554
| -61% | -$55.8K | 0.02% | 229 |
|
|
2023
Q3 | $83.5K | Hold |
2,534
| – | – | 0.05% | 155 |
|
|
2023
Q2 | $97.7K | Buy |
2,534
+237
| +10% | +$9.14K | 0.05% | 147 |
|
|
2023
Q1 | $84.2K | Hold |
2,297
| – | – | 0.04% | 153 |
|
|
2022
Q4 | $77.3K | Buy |
+2,297
| New | +$77.3K | 0.05% | 156 |
|
|
2022
Q1 | – | Sell |
-1,661
| Closed | -$97K | – | 299 |
|
|
2021
Q4 | $97K | Buy |
+1,661
| New | +$97K | 0.06% | 135 |
|