Glassman Wealth Services’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,058
| Closed | -$73.9K | – | 844 |
|
|
2023
Q4 | $73.9K | Sell |
2,058
-747
| -27% | -$26.8K | 0.01% | 359 |
|
|
2023
Q3 | $92.5K | Buy |
2,805
+740
| +36% | +$24.4K | 0.01% | 290 |
|
|
2023
Q2 | $79.6K | Sell |
2,065
-8
| -0.4% | -$308 | 0.01% | 305 |
|
|
2023
Q1 | $76K | Sell |
2,073
-24
| -1% | -$880 | 0.01% | 310 |
|
|
2022
Q4 | $70.5K | Buy |
2,097
+660
| +46% | +$22.2K | 0.01% | 332 |
|
|
2022
Q3 | $46K | Sell |
1,437
-143
| -9% | -$4.58K | 0.01% | 406 |
|
|
2022
Q2 | $50K | Buy |
1,580
+102
| +7% | +$3.23K | 0.01% | 397 |
|
|
2022
Q1 | $65K | Buy |
1,478
+153
| +12% | +$6.73K | 0.01% | 343 |
|
|
2021
Q4 | $78K | Buy |
1,325
+98
| +8% | +$5.77K | 0.01% | 288 |
|
|
2021
Q3 | $65K | Hold |
1,227
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $73K | Buy |
1,227
+148
| +14% | +$8.81K | 0.02% | 286 |
|
|
2021
Q1 | $62K | Buy |
1,079
+419
| +63% | +$24.1K | 0.01% | 287 |
|
|
2020
Q4 | $27K | Buy |
660
+134
| +25% | +$5.48K | 0.01% | 451 |
|
|
2020
Q3 | $16K | Buy |
526
+79
| +18% | +$2.4K | ﹤0.01% | 484 |
|
|
2020
Q2 | $11K | Sell |
447
-208
| -32% | -$5.12K | ﹤0.01% | 473 |
|
|
2020
Q1 | $14K | Sell |
655
-218
| -25% | -$4.66K | 0.01% | 385 |
|
|
2019
Q4 | $32K | Buy |
873
+476
| +120% | +$17.4K | 0.01% | 312 |
|
|
2019
Q3 | $15K | Hold |
397
| – | – | 0.01% | 393 |
|
|
2019
Q2 | $15K | Buy |
397
+29
| +8% | +$1.1K | 0.01% | 399 |
|
|
2019
Q1 | $14K | Buy |
368
+321
| +683% | +$12.2K | 0.01% | 407 |
|
|
2018
Q4 | $2K | Sell |
47
-1
| -2% | -$43 | ﹤0.01% | 544 |
|
|
2018
Q3 | $2K | Sell |
48
-41
| -46% | -$1.71K | ﹤0.01% | 594 |
|
|
2018
Q2 | $4K | Buy |
89
+44
| +98% | +$1.98K | ﹤0.01% | 456 |
|
|
2018
Q1 | $2K | Sell |
45
-25
| -36% | -$1.11K | ﹤0.01% | 537 |
|
|
2017
Q4 | $3K | Buy |
70
+6
| +9% | +$257 | ﹤0.01% | 461 |
|
|
2017
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 389 |
|
|
2017
Q2 | $2K | Sell |
64
-475
| -88% | -$14.8K | ﹤0.01% | 414 |
|
|
2017
Q1 | $19K | Hold |
539
| – | – | 0.01% | 262 |
|
|
2016
Q4 | $19K | Buy |
539
+475
| +742% | +$16.7K | 0.01% | 276 |
|
|
2016
Q3 | $2K | Sell |
64
-475
| -88% | -$14.8K | ﹤0.01% | 404 |
|
|
2016
Q2 | $15K | Hold |
539
| – | – | 0.01% | 260 |
|
|
2016
Q1 | $17K | Hold |
539
| – | – | 0.02% | 235 |
|
|
2015
Q4 | $18K | Hold |
539
| – | – | 0.02% | 242 |
|
|
2015
Q3 | $16K | Buy |
539
+475
| +742% | +$14.1K | 0.01% | 247 |
|
|
2015
Q2 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 399 |
|