Concord Wealth Partners’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 | $116K | Sell |
2,358
-93
| -4% | -$4.58K | 0.02% | 254 |
|
|
2025
Q1 | $115K | Sell |
2,451
-1,535
| -39% | -$72.2K | 0.02% | 230 |
|
|
2024
Q4 | $212K | Sell |
3,986
-721
| -15% | -$38.4K | 0.03% | 197 |
|
|
2024
Q3 | $211K | Buy |
4,707
+748
| +19% | +$33.5K | 0.04% | 198 |
|
|
2024
Q2 | $184K | Sell |
3,959
-1,195
| -23% | -$55.5K | 0.03% | 201 |
|
|
2024
Q1 | $234K | Buy |
5,154
+692
| +16% | +$31.4K | 0.04% | 197 |
|
|
2023
Q4 | $160K | Sell |
4,462
-1,297
| -23% | -$46.6K | 0.03% | 223 |
|
|
2023
Q3 | $190K | Sell |
5,759
-246
| -4% | -$8.11K | 0.04% | 203 |
|
|
2023
Q2 | $232K | Buy |
6,005
+484
| +9% | +$18.7K | 0.05% | 182 |
|
|
2023
Q1 | $203K | Sell |
5,521
-271
| -5% | -$9.94K | 0.06% | 158 |
|
|
2022
Q4 | $195K | Buy |
+5,792
| New | +$195K | 0.06% | 165 |
|
|
2022
Q3 | – | Sell |
-5,820
| Closed | -$185K | – | 541 |
|
|
2022
Q2 | $185K | Sell |
5,820
-759
| -12% | -$24.1K | 0.05% | 167 |
|
|
2022
Q1 | $288K | Sell |
6,579
-892
| -12% | -$39K | 0.07% | 142 |
|
|
2021
Q4 | $438K | Buy |
7,471
+4,266
| +133% | +$250K | 0.11% | 111 |
|
|
2021
Q3 | $169K | Sell |
3,205
-1,570
| -33% | -$82.8K | 0.07% | 100 |
|
|
2021
Q2 | $283K | Buy |
4,775
+440
| +10% | +$26.1K | 0.08% | 104 |
|
|
2021
Q1 | $249K | Sell |
4,335
-527
| -11% | -$30.3K | 0.08% | 109 |
|
|
2020
Q4 | $202K | Buy |
+4,862
| New | +$202K | 0.16% | 74 |
|