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Institute for Wealth Management’s General Motors GM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.07M Sell
42,030
-342
-0.8% -$16.8K 0.23% 93
2025
Q1
$1.99M Buy
42,372
+6,668
+19% +$314K 0.26% 89
2024
Q4
$1.9M Sell
35,704
-62
-0.2% -$3.3K 0.24% 90
2024
Q3
$1.6M Sell
35,766
-858
-2% -$38.5K 0.2% 112
2024
Q2
$1.7M Buy
36,624
+230
+0.6% +$10.7K 0.23% 98
2024
Q1
$1.65M Sell
36,394
-28
-0.1% -$1.27K 0.21% 103
2023
Q4
$1.31M Sell
36,422
-796
-2% -$28.6K 0.21% 118
2023
Q3
$1.23M Sell
37,218
-213
-0.6% -$7.02K 0.22% 108
2023
Q2
$1.44M Buy
37,431
+1,046
+3% +$40.3K 0.24% 98
2023
Q1
$1.33M Sell
36,385
-254
-0.7% -$9.32K 0.25% 98
2022
Q4
$1.23M Sell
36,639
-2,174
-6% -$73.1K 0.26% 106
2022
Q3
$1.25M Sell
38,813
-41
-0.1% -$1.32K 0.28% 97
2022
Q2
$1.23M Buy
38,854
+510
+1% +$16.2K 0.24% 106
2022
Q1
$1.68M Buy
38,344
+949
+3% +$41.5K 0.27% 90
2021
Q4
$2.19M Buy
37,395
+100
+0.3% +$5.86K 0.36% 65
2021
Q3
$1.97M Sell
37,295
-203
-0.5% -$10.7K 0.35% 71
2021
Q2
$2.22M Buy
37,498
+461
+1% +$27.3K 0.39% 62
2021
Q1
$2.13M Sell
37,037
-1,107
-3% -$63.6K 0.4% 61
2020
Q4
$1.59M Sell
38,144
-458
-1% -$19.1K 0.32% 79
2020
Q3
$1.14M Sell
38,602
-462
-1% -$13.7K 0.26% 100
2020
Q2
$988K Sell
39,064
-1,293
-3% -$32.7K 0.24% 111
2020
Q1
$839K Sell
40,357
-2,113
-5% -$43.9K 0.26% 102
2019
Q4
$1.55M Sell
42,470
-42
-0.1% -$1.54K 0.35% 67
2019
Q3
$1.59M Sell
42,512
-522
-1% -$19.6K 0.4% 55
2019
Q2
$1.66M Sell
43,034
-1,041
-2% -$40.1K 0.37% 64
2019
Q1
$1.64M Sell
44,075
-172
-0.4% -$6.38K 0.36% 62
2018
Q4
$1.48M Buy
44,247
+576
+1% +$19.3K 0.61% 41
2018
Q3
$1.47M Sell
43,671
-214
-0.5% -$7.2K 0.5% 63
2018
Q2
$1.73M Buy
43,885
+1,141
+3% +$45K 0.55% 56
2018
Q1
$1.58M Buy
+42,744
New +$1.58M 0.47% 64