Integrated Wealth Concepts’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
$1.91M Buy
38,842
+14,591
+60% +$718K 0.02% 631
2025
Q1
$1.14M Buy
24,251
+595
+3% +$28K 0.01% 778
2024
Q4
$1.26M Buy
23,656
+3,336
+16% +$178K 0.01% 728
2024
Q3
$911K Sell
20,320
-1,336
-6% -$59.9K 0.01% 847
2024
Q2
$1.01M Buy
21,656
+64
+0.3% +$2.97K 0.01% 757
2024
Q1
$979K Sell
21,592
-1,010
-4% -$45.8K 0.01% 759
2023
Q4
$812K Sell
22,602
-48,397
-68% -$1.74M 0.01% 802
2023
Q3
$2.34M Sell
70,999
-3,689
-5% -$122K 0.04% 397
2023
Q2
$2.88M Sell
74,688
-2,296
-3% -$88.5K 0.05% 339
2023
Q1
$2.82M Buy
76,984
+61,018
+382% +$2.24M 0.06% 304
2022
Q4
$537K Sell
15,966
-770
-5% -$25.9K 0.01% 644
2022
Q3
$537K Sell
16,736
-791
-5% -$25.4K 0.02% 567
2022
Q2
$557K Buy
17,527
+1,968
+13% +$62.5K 0.02% 575
2022
Q1
$681K Buy
15,559
+2,539
+20% +$111K 0.02% 496
2021
Q4
$763K Sell
13,020
-1,142
-8% -$66.9K 0.02% 505
2021
Q3
$746K Buy
14,162
+9,260
+189% +$488K 0.02% 475
2021
Q2
$290K Sell
4,902
-67
-1% -$3.96K 0.01% 668
2021
Q1
$286K Buy
+4,969
New +$286K 0.01% 600