CIA
Concurrent Investment Advisors’s General Motors GM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $822K | Buy |
16,707
+3,981
| +31% | +$196K | 0.02% | 656 |
|
2025
Q1 | $598K | Buy |
12,726
+2,910
| +30% | +$137K | 0.01% | 689 |
|
2024
Q4 | $523K | Sell |
9,816
-1,795
| -15% | -$95.6K | 0.01% | 647 |
|
2024
Q3 | $521K | Buy |
11,611
+536
| +5% | +$24K | 0.02% | 601 |
|
2024
Q2 | $515K | Buy |
11,075
+2,071
| +23% | +$96.2K | 0.02% | 571 |
|
2024
Q1 | $408K | Buy |
9,004
+1,005
| +13% | +$45.6K | 0.02% | 598 |
|
2023
Q4 | $287K | Buy |
+7,999
| New | +$287K | 0.01% | 662 |
|