Creative Planning’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 | $10.8M | Sell |
220,150
-10,007
| -4% | -$492K | 0.01% | 497 |
|
|
2025
Q1 | $10.8M | Buy |
230,157
+40,558
| +21% | +$1.91M | 0.01% | 459 |
|
|
2024
Q4 | $10.1M | Buy |
189,599
+18,929
| +11% | +$1.01M | 0.01% | 440 |
|
|
2024
Q3 | $7.65M | Sell |
170,670
-19,577
| -10% | -$878K | 0.01% | 520 |
|
|
2024
Q2 | $8.84M | Buy |
190,247
+50,543
| +36% | +$2.35M | 0.01% | 444 |
|
|
2024
Q1 | $6.34M | Buy |
139,704
+27,177
| +24% | +$1.23M | 0.01% | 535 |
|
|
2023
Q4 | $4.04M | Sell |
112,527
-34,605
| -24% | -$1.24M | 0.01% | 625 |
|
|
2023
Q3 | $4.85M | Sell |
147,132
-12,286
| -8% | -$405K | 0.01% | 546 |
|
|
2023
Q2 | $6.15M | Buy |
159,418
+31,908
| +25% | +$1.23M | 0.01% | 463 |
|
|
2023
Q1 | $4.68M | Buy |
127,510
+1,950
| +2% | +$71.5K | 0.01% | 526 |
|
|
2022
Q4 | $4.22M | Buy |
125,560
+5,770
| +5% | +$194K | 0.01% | 531 |
|
|
2022
Q3 | $3.84M | Sell |
119,790
-14,511
| -11% | -$466K | 0.01% | 498 |
|
|
2022
Q2 | $4.27M | Sell |
134,301
-10,564
| -7% | -$335K | 0.01% | 492 |
|
|
2022
Q1 | $6.34M | Buy |
144,865
+25,823
| +22% | +$1.13M | 0.01% | 403 |
|
|
2021
Q4 | $6.98M | Buy |
119,042
+2,991
| +3% | +$175K | 0.01% | 349 |
|
|
2021
Q3 | $6.12M | Buy |
116,051
+18,622
| +19% | +$982K | 0.01% | 369 |
|
|
2021
Q2 | $5.77M | Sell |
97,429
-10,790
| -10% | -$638K | 0.01% | 369 |
|
|
2021
Q1 | $6.22M | Buy |
108,219
+20,031
| +23% | +$1.15M | 0.01% | 356 |
|
|
2020
Q4 | $3.67M | Sell |
88,188
-5,662
| -6% | -$236K | 0.01% | 446 |
|
|
2020
Q3 | $2.78M | Sell |
93,850
-19,928
| -18% | -$590K | 0.01% | 451 |
|
|
2020
Q2 | $2.88M | Buy |
113,778
+10,936
| +11% | +$277K | 0.01% | 386 |
|
|
2020
Q1 | $2.14M | Buy |
102,842
+7,440
| +8% | +$155K | 0.01% | 409 |
|
|
2019
Q4 | $3.49M | Sell |
95,402
-6,722
| -7% | -$246K | 0.01% | 364 |
|
|
2019
Q3 | $3.83M | Sell |
102,124
-1,611
| -2% | -$60.4K | 0.01% | 339 |
|
|
2019
Q2 | $4M | Buy |
103,735
+2,447
| +2% | +$94.3K | 0.01% | 333 |
|
|
2019
Q1 | $3.76M | Buy |
101,288
+1,021
| +1% | +$37.9K | 0.01% | 323 |
|
|
2018
Q4 | $3.35M | Buy |
100,267
+663
| +0.7% | +$22.2K | 0.01% | 319 |
|
|
2018
Q3 | $3.35M | Buy |
99,604
+37,773
| +61% | +$1.27M | 0.01% | 357 |
|
|
2018
Q2 | $2.44M | Buy |
61,831
+2,128
| +4% | +$83.8K | 0.01% | 423 |
|
|
2018
Q1 | $2.17M | Buy |
59,703
+457
| +0.8% | +$16.6K | 0.01% | 442 |
|
|
2017
Q4 | $2.43M | Buy |
59,246
+8,419
| +17% | +$345K | 0.01% | 417 |
|
|
2017
Q3 | $2.05M | Sell |
50,827
-35,545
| -41% | -$1.44M | 0.01% | 448 |
|
|
2017
Q2 | $3.02M | Buy |
86,372
+2,214
| +3% | +$77.3K | 0.02% | 322 |
|
|
2017
Q1 | $2.98M | Sell |
84,158
-6,606
| -7% | -$234K | 0.02% | 314 |
|
|
2016
Q4 | $3.16M | Sell |
90,764
-69,432
| -43% | -$2.42M | 0.02% | 291 |
|
|
2016
Q3 | $5.09M | Buy |
160,196
+20,293
| +15% | +$645K | 0.03% | 191 |
|
|
2016
Q2 | $3.96M | Buy |
139,903
+9,361
| +7% | +$265K | 0.03% | 200 |
|
|
2016
Q1 | $4.1M | Buy |
130,542
+14,543
| +13% | +$457K | 0.03% | 180 |
|
|
2015
Q4 | $3.95M | Buy |
115,999
+20,620
| +22% | +$701K | 0.03% | 198 |
|
|
2015
Q3 | $2.86M | Buy |
95,379
+44,326
| +87% | +$1.33M | 0.03% | 227 |
|
|
2015
Q2 | $1.7M | Buy |
51,053
+3,761
| +8% | +$125K | 0.02% | 330 |
|
|
2015
Q1 | $1.77M | Buy |
47,292
+11,994
| +34% | +$450K | 0.02% | 309 |
|
|
2014
Q4 | $1.23M | Buy |
35,298
+5,210
| +17% | +$182K | 0.01% | 385 |
|
|
2014
Q3 | $961K | Sell |
30,088
-9,592
| -24% | -$306K | 0.01% | 413 |
|
|
2014
Q2 | $1.44M | Sell |
39,680
-23,268
| -37% | -$844K | 0.02% | 295 |
|
|
2014
Q1 | $2.17M | Buy |
62,948
+44,098
| +234% | +$1.52M | 0.03% | 191 |
|
|
2013
Q4 | $770K | Buy |
18,850
+6,674
| +55% | +$273K | 0.01% | 379 |
|
|
2013
Q3 | $438K | Buy |
12,176
+3,494
| +40% | +$126K | 0.01% | 481 |
|
|
2013
Q2 | $289K | Buy |
+8,682
| New | +$289K | 0.01% | 556 |
|