KCS Wealth Advisory’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.6M | Sell |
48,628
-9,401
| -16% | -$310K | 0.68% | 45 |
|
|
2023
Q2 | $2.24M | Buy |
58,029
+2,291
| +4% | +$88.3K | 0.78% | 41 |
|
|
2023
Q1 | $2.04M | Buy |
55,738
+2,154
| +4% | +$79K | 0.77% | 40 |
|
|
2022
Q4 | $1.8M | Buy |
53,584
+3,942
| +8% | +$133K | 0.75% | 44 |
|
|
2022
Q3 | $1.59M | Buy |
49,642
+6,185
| +14% | +$198K | 0.73% | 47 |
|
|
2022
Q2 | $1.38M | Buy |
43,457
+5,871
| +16% | +$186K | 0.61% | 63 |
|
|
2022
Q1 | $1.64M | Buy |
37,586
+4,254
| +13% | +$186K | 0.76% | 53 |
|
|
2021
Q4 | $1.95M | Buy |
33,332
+8,246
| +33% | +$483K | 0.78% | 40 |
|
|
2021
Q3 | $1.32M | Buy |
25,086
+458
| +2% | +$24.1K | 0.63% | 54 |
|
|
2021
Q2 | $1.46M | Buy |
24,628
+3,866
| +19% | +$229K | 0.69% | 50 |
|
|
2021
Q1 | $1.19M | Buy |
20,762
+5,889
| +40% | +$338K | 0.62% | 58 |
|
|
2020
Q4 | $619K | Buy |
14,873
+248
| +2% | +$10.3K | 0.41% | 84 |
|
|
2020
Q3 | $433K | Sell |
14,625
-282
| -2% | -$8.35K | 0.35% | 100 |
|
|
2020
Q2 | $377K | Buy |
14,907
+1,202
| +9% | +$30.4K | 0.31% | 103 |
|
|
2020
Q1 | $285K | Buy |
13,705
+6,901
| +101% | +$144K | 0.29% | 110 |
|
|
2019
Q4 | $249K | Sell |
6,804
-18,994
| -74% | -$695K | 0.19% | 133 |
|
|
2019
Q3 | $967K | Buy |
25,798
+731
| +3% | +$27.4K | 0.67% | 56 |
|
|
2019
Q2 | $966K | Buy |
25,067
+1,553
| +7% | +$59.8K | 0.76% | 50 |
|
|
2019
Q1 | $872K | Buy |
23,514
+1,917
| +9% | +$71.1K | 0.76% | 51 |
|
|
2018
Q4 | $722K | Buy |
21,597
+2,054
| +11% | +$68.7K | 0.76% | 51 |
|
|
2018
Q3 | $658K | Sell |
19,543
-305
| -2% | -$10.3K | 0.61% | 74 |
|
|
2018
Q2 | $782K | Sell |
19,848
-1,431
| -7% | -$56.4K | 0.73% | 48 |
|
|
2018
Q1 | $724K | Buy |
21,279
+4,994
| +31% | +$170K | 0.66% | 57 |
|
|
2017
Q4 | $668K | Buy |
+16,285
| New | +$668K | 0.65% | 54 |
|