Congress 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 | $464K | Buy |
9,436
+938
| +11% | +$46.2K | ﹤0.01% | 952 |
|
2025
Q1 | $412K | Buy |
+8,498
| New | +$412K | ﹤0.01% | 868 |
|
2024
Q4 | – | Sell |
-18,639
| Closed | -$836K | – | 892 |
|
2024
Q3 | $836K | Buy |
18,639
+1,541
| +9% | +$69.1K | 0.01% | 544 |
|
2024
Q2 | $794K | Buy |
+17,098
| New | +$794K | 0.01% | 464 |
|
2022
Q1 | – | Sell |
-4,250
| Closed | -$249K | – | 612 |
|
2021
Q4 | $249K | Buy |
+4,250
| New | +$249K | 0.01% | 562 |
|