Curated 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 | $892K | Sell |
18,130
-7,224
| -28% | -$355K | 0.1% | 62 |
|
|
2025
Q1 | $1.19M | Buy |
25,354
+3,758
| +17% | +$177K | 0.15% | 41 |
|
|
2024
Q4 | $1.15M | Buy |
21,596
+1,252
| +6% | +$66.7K | 0.13% | 45 |
|
|
2024
Q3 | $912K | Buy |
20,344
+377
| +2% | +$16.9K | 0.12% | 52 |
|
|
2024
Q2 | $928K | Buy |
+19,967
| New | +$928K | 0.13% | 45 |
|
|
2024
Q1 | – | Sell |
-20,983
| Closed | -$754K | – | 57 |
|
|
2023
Q4 | $754K | Sell |
20,983
-1,682
| -7% | -$60.4K | 0.12% | 62 |
|
|
2023
Q3 | $747K | Sell |
22,665
-15,951
| -41% | -$526K | 0.14% | 54 |
|
|
2023
Q2 | $1.49M | Sell |
38,616
-307
| -0.8% | -$11.8K | 0.29% | 24 |
|
|
2023
Q1 | $1.43M | Sell |
38,923
-1,255
| -3% | -$46K | 0.32% | 23 |
|
|
2022
Q4 | $1.35M | Buy |
40,178
+3,396
| +9% | +$114K | 0.33% | 23 |
|
|
2022
Q3 | $1.18M | Sell |
36,782
-2,262
| -6% | -$72.5K | 0.35% | 23 |
|
|
2022
Q2 | $1.24M | Buy |
39,044
+10,498
| +37% | +$334K | 0.36% | 24 |
|
|
2022
Q1 | $1.68M | Hold |
28,546
| – | – | 0.57% | 18 |
|
|
2021
Q4 | $1.68M | Buy |
28,546
+107
| +0.4% | +$6.28K | 0.54% | 19 |
|
|
2021
Q3 | $1.5M | Buy |
28,439
+229
| +0.8% | +$12.1K | 0.84% | 18 |
|
|
2021
Q2 | $1.67M | Buy |
28,210
+1,731
| +7% | +$102K | 0.91% | 16 |
|
|
2021
Q1 | $1.52M | Buy |
26,479
+1,657
| +7% | +$95.2K | 0.94% | 19 |
|
|
2020
Q4 | $1.03M | Buy |
+24,822
| New | +$1.03M | 0.67% | 29 |
|