Lauterbach Financial 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
Q1 | – | Sell |
-3,820
| Closed | -$203K | – | 76 |
|
|
2024
Q4 | $203K | Buy |
+3,820
| New | +$203K | 0.12% | 71 |
|
|
2024
Q3 | – | Sell |
-5,843
| Closed | -$241K | – | 71 |
|
|
2024
Q2 | $241K | Buy |
5,843
+15
| +0.3% | +$618 | 0.16% | 57 |
|
|
2024
Q1 | $264K | Buy |
5,828
+18
| +0.3% | +$816 | 0.17% | 55 |
|
|
2023
Q4 | $209K | Buy |
+5,810
| New | +$209K | 0.15% | 65 |
|
|
2023
Q3 | – | Sell |
-5,781
| Closed | -$223K | – | 62 |
|
|
2023
Q2 | $223K | Buy |
5,781
+14
| +0.2% | +$540 | 0.17% | 57 |
|
|
2023
Q1 | $212K | Buy |
+5,767
| New | +$212K | 0.17% | 57 |
|
|
2022
Q2 | – | Sell |
-5,475
| Closed | -$239K | – | 50 |
|
|
2022
Q1 | $239K | Buy |
5,475
+1,975
| +56% | +$86.2K | 0.22% | 41 |
|
|
2021
Q4 | $205K | Buy |
+3,500
| New | +$205K | 0.18% | 48 |
|