Forvis Mazars Wealth Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,768
| Closed | -$285K | – | 416 |
|
|
2023
Q1 | $285K | Sell |
7,768
-92
| -1% | -$3.38K | 0.01% | 343 |
|
|
2022
Q4 | $264K | Buy |
7,860
+95
| +1% | +$3.2K | 0.01% | 347 |
|
|
2022
Q3 | $249K | Sell |
7,765
-550
| -7% | -$17.6K | 0.01% | 347 |
|
|
2022
Q2 | $264K | Buy |
8,315
+491
| +6% | +$15.6K | 0.01% | 339 |
|
|
2022
Q1 | $342K | Buy |
7,824
+500
| +7% | +$21.9K | 0.01% | 227 |
|
|
2021
Q4 | $429K | Hold |
7,324
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $386K | Sell |
7,324
-673
| -8% | -$35.5K | 0.02% | 201 |
|
|
2021
Q2 | $473K | Sell |
7,997
-446
| -5% | -$26.4K | 0.02% | 175 |
|
|
2021
Q1 | $485K | Sell |
8,443
-2,806
| -25% | -$161K | 0.02% | 174 |
|
|
2020
Q4 | $468K | Buy |
11,249
+172
| +2% | +$7.16K | 0.02% | 238 |
|
|
2020
Q3 | $328K | Sell |
11,077
-7,947
| -42% | -$235K | 0.02% | 246 |
|
|
2020
Q2 | $481K | Sell |
19,024
-27,446
| -59% | -$694K | 0.03% | 202 |
|
|
2020
Q1 | $966K | Sell |
46,470
-33,204
| -42% | -$690K | 0.08% | 110 |
|
|
2019
Q4 | $2.92M | Sell |
79,674
-10,722
| -12% | -$392K | 0.21% | 64 |
|
|
2019
Q3 | $3.39M | Sell |
90,396
-421
| -0.5% | -$15.8K | 0.27% | 47 |
|
|
2019
Q2 | $3.5M | Buy |
90,817
+2,805
| +3% | +$108K | 0.28% | 48 |
|
|
2019
Q1 | $3.27M | Buy |
88,012
+1,566
| +2% | +$58.1K | 0.27% | 54 |
|
|
2018
Q4 | $2.89M | Buy |
86,446
+5,676
| +7% | +$190K | 0.3% | 45 |
|
|
2018
Q3 | $2.72M | Buy |
80,770
+930
| +1% | +$31.3K | 0.24% | 52 |
|
|
2018
Q2 | $3.15M | Buy |
79,840
+1,217
| +2% | +$48K | 0.31% | 46 |
|
|
2018
Q1 | $2.86M | Buy |
78,623
+1,445
| +2% | +$52.5K | 0.29% | 47 |
|
|
2017
Q4 | $3.16M | Buy |
77,178
+59
| +0.1% | +$2.42K | 0.32% | 42 |
|
|
2017
Q3 | $3.11M | Buy |
77,119
+2,757
| +4% | +$111K | 0.34% | 37 |
|
|
2017
Q2 | $2.6M | Buy |
74,362
+4,841
| +7% | +$169K | 0.29% | 47 |
|
|
2017
Q1 | $2.46M | Buy |
69,521
+2,001
| +3% | +$70.7K | 0.3% | 46 |
|
|
2016
Q4 | $2.35M | Buy |
67,520
+2,974
| +5% | +$104K | 0.31% | 46 |
|
|
2016
Q3 | $2.05M | Buy |
64,546
+8,932
| +16% | +$284K | 0.29% | 48 |
|
|
2016
Q2 | $1.57M | Buy |
55,614
+2,508
| +5% | +$71K | 0.23% | 59 |
|
|
2016
Q1 | $1.67M | Buy |
53,106
+1,250
| +2% | +$39.3K | 0.27% | 47 |
|
|
2015
Q4 | $1.76M | Buy |
51,856
+2,264
| +5% | +$77K | 0.27% | 44 |
|
|
2015
Q3 | $1.49M | Buy |
49,592
+299
| +0.6% | +$8.98K | 0.26% | 46 |
|
|
2015
Q2 | $1.64M | Buy |
49,293
+1,393
| +3% | +$46.4K | 0.25% | 54 |
|
|
2015
Q1 | $1.8M | Buy |
47,900
+996
| +2% | +$37.3K | 0.26% | 54 |
|
|
2014
Q4 | $1.64M | Buy |
46,904
+4,806
| +11% | +$168K | 0.27% | 54 |
|
|
2014
Q3 | $1.35M | Buy |
42,098
+10,403
| +33% | +$332K | 0.23% | 57 |
|
|
2014
Q2 | $1.15M | Buy |
+31,695
| New | +$1.15M | 0.2% | 63 |
|