LA
Legacy Advisors’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,631
| Closed | -$641K | – | 169 |
|
|
2025
Q1 | $641K | Buy |
13,631
+118
| +0.9% | +$5.55K | 0.07% | 228 |
|
|
2024
Q4 | $720K | Buy |
13,513
+3,453
| +34% | +$184K | 0.07% | 209 |
|
|
2024
Q3 | $451K | Buy |
10,060
+2,576
| +34% | +$116K | 0.05% | 250 |
|
|
2024
Q2 | $348K | Buy |
7,484
+2,208
| +42% | +$103K | 0.04% | 233 |
|
|
2024
Q1 | $239K | Buy |
+5,276
| New | +$239K | 0.03% | 280 |
|
|
2021
Q2 | – | Sell |
-8,508
| Closed | -$489K | – | 128 |
|
|
2021
Q1 | $489K | Hold |
8,508
| – | – | 0.22% | 64 |
|
|
2020
Q4 | $354K | Hold |
8,508
| – | – | 0.2% | 77 |
|
|
2020
Q3 | $252K | Sell |
8,508
-1,360
| -14% | -$40.3K | 0.17% | 87 |
|
|
2020
Q2 | $250K | Buy |
+9,868
| New | +$250K | 0.2% | 83 |
|
|
2020
Q1 | – | Sell |
-9,850
| Closed | -$361K | – | 111 |
|
|
2019
Q4 | $361K | Buy |
+9,850
| New | +$361K | 0.23% | 89 |
|
|
2019
Q3 | – | Sell |
-2,203
| Closed | -$85K | – | 196 |
|
|
2019
Q2 | $85K | Hold |
2,203
| – | – | 0.06% | 168 |
|
|
2019
Q1 | $82K | Buy |
+2,203
| New | +$82K | 0.03% | 169 |
|
|
2018
Q4 | – | Sell |
-5,520
| Closed | -$186K | – | 222 |
|
|
2018
Q3 | $186K | Buy |
5,520
+3,209
| +139% | +$108K | 0.09% | 140 |
|
|
2018
Q2 | $91K | Hold |
2,311
| – | – | 0.07% | 142 |
|
|
2018
Q1 | $90K | Sell |
2,311
-425
| -16% | -$16.6K | 0.07% | 122 |
|
|
2017
Q4 | $112K | Buy |
2,736
+425
| +18% | +$17.4K | 0.11% | 83 |
|
|
2017
Q3 | $93K | Hold |
2,311
| – | – | 0.1% | 76 |
|
|
2017
Q2 | $80K | Hold |
2,311
| – | – | 0.1% | 76 |
|
|
2017
Q1 | $81K | Hold |
2,311
| – | – | 0.11% | 71 |
|
|
2016
Q4 | $80K | Buy |
+2,311
| New | +$80K | 0.11% | 78 |
|