JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.7K | Buy |
1,213
+2
| +0.2% | +$98 | ﹤0.01% | 446 |
|
|
2025
Q1 | $57K | Sell |
1,211
-9
| -0.7% | -$423 | ﹤0.01% | 448 |
|
|
2024
Q4 | $65K | Buy |
1,220
+3
| +0.2% | +$160 | ﹤0.01% | 418 |
|
|
2024
Q3 | $54.6K | Buy |
1,217
+38
| +3% | +$1.7K | ﹤0.01% | 448 |
|
|
2024
Q2 | $54.8K | Sell |
1,179
-5
| -0.4% | -$232 | ﹤0.01% | 403 |
|
|
2024
Q1 | $53.7K | Buy |
1,184
+31
| +3% | +$1.41K | ﹤0.01% | 414 |
|
|
2023
Q4 | $41.4K | Sell |
1,153
-165
| -13% | -$5.93K | ﹤0.01% | 437 |
|
|
2023
Q3 | $43.5K | Buy |
1,318
+109
| +9% | +$3.59K | ﹤0.01% | 394 |
|
|
2023
Q2 | $46.6K | Sell |
1,209
-234
| -16% | -$9.02K | ﹤0.01% | 378 |
|
|
2023
Q1 | $52.9K | Buy |
1,443
+27
| +2% | +$990 | 0.01% | 366 |
|
|
2022
Q4 | $47.6K | Sell |
1,416
-741
| -34% | -$24.9K | ﹤0.01% | 370 |
|
|
2022
Q3 | $69K | Sell |
2,157
-135
| -6% | -$4.32K | 0.01% | 329 |
|
|
2022
Q2 | $73K | Buy |
2,292
+405
| +21% | +$12.9K | 0.01% | 333 |
|
|
2022
Q1 | $83K | Buy |
1,887
+479
| +34% | +$21.1K | 0.01% | 327 |
|
|
2021
Q4 | $83K | Buy |
1,408
+475
| +51% | +$28K | 0.01% | 341 |
|
|
2021
Q3 | $49K | Hold |
933
| – | – | 0.01% | 414 |
|
|
2021
Q2 | $55K | Hold |
933
| – | – | 0.01% | 264 |
|
|
2021
Q1 | $54K | Buy |
933
+200
| +27% | +$11.6K | 0.01% | 243 |
|
|
2020
Q4 | $31K | Hold |
733
| – | – | 0.01% | 286 |
|
|
2020
Q3 | $22K | Hold |
733
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $19K | Hold |
733
| – | – | ﹤0.01% | 306 |
|
|
2020
Q1 | $15K | Hold |
733
| – | – | ﹤0.01% | 293 |
|
|
2019
Q4 | $27K | Hold |
733
| – | – | 0.01% | 283 |
|
|
2019
Q3 | $27K | Hold |
733
| – | – | 0.01% | 275 |
|
|
2019
Q2 | $28K | Hold |
733
| – | – | 0.01% | 280 |
|
|
2019
Q1 | $27K | Sell |
733
-230
| -24% | -$8.47K | 0.01% | 267 |
|
|
2018
Q4 | $32K | Sell |
963
-2,759
| -74% | -$91.7K | 0.01% | 252 |
|
|
2018
Q3 | $125K | Hold |
3,722
| – | – | 0.03% | 181 |
|
|
2018
Q2 | $146K | Sell |
3,722
-185
| -5% | -$7.26K | 0.04% | 161 |
|
|
2018
Q1 | $142K | Sell |
3,907
-406
| -9% | -$14.8K | 0.04% | 165 |
|
|
2017
Q4 | $176K | Buy |
4,313
+1
| +0% | +$41 | 0.04% | 150 |
|
|
2017
Q3 | $174K | Sell |
4,312
-314
| -7% | -$12.7K | 0.05% | 140 |
|
|
2017
Q2 | $161K | Buy |
4,626
+4
| +0.1% | +$139 | 0.04% | 138 |
|
|
2017
Q1 | $161K | Hold |
4,622
| – | – | 0.04% | 145 |
|
|
2016
Q4 | $161K | Buy |
4,622
+2
| +0% | +$70 | 0.04% | 145 |
|
|
2016
Q3 | $146K | Sell |
4,620
-365
| -7% | -$11.5K | 0.04% | 151 |
|
|
2016
Q2 | $141K | Sell |
4,985
-90
| -2% | -$2.55K | 0.04% | 188 |
|
|
2016
Q1 | $159K | Sell |
5,075
-14
| -0.3% | -$439 | 0.05% | 148 |
|
|
2015
Q4 | $173K | Buy |
5,089
+11
| +0.2% | +$374 | 0.05% | 142 |
|
|
2015
Q3 | $152K | Buy |
5,078
+2
| +0% | +$60 | 0.07% | 127 |
|
|
2015
Q2 | $169K | Buy |
5,076
+2
| +0% | +$67 | 0.09% | 102 |
|
|
2015
Q1 | $190K | Buy |
5,074
+170
| +3% | +$6.37K | 0.09% | 92 |
|
|
2014
Q4 | $171K | Sell |
4,904
-390
| -7% | -$13.6K | 0.03% | 98 |
|
|
2014
Q3 | $169K | Buy |
5,294
+5,289
| +105,780% | +$169K | 0.03% | 89 |
|
|
2014
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 480 |
|