LeJeune Puetz Investment Counsel’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $284K | Buy |
7,753
+25
| +0.3% | +$917 | 0.1% | 135 |
|
|
2022
Q4 | $260K | Hold |
7,728
| – | – | 0.1% | 142 |
|
|
2022
Q3 | $248K | Hold |
7,728
| – | – | 0.1% | 135 |
|
|
2022
Q2 | $245K | Buy |
7,728
+300
| +4% | +$9.51K | 0.1% | 140 |
|
|
2022
Q1 | $324K | Hold |
7,428
| – | – | 0.11% | 124 |
|
|
2021
Q4 | $436K | Hold |
7,428
| – | – | 0.15% | 120 |
|
|
2021
Q3 | $392K | Hold |
7,428
| – | – | 0.14% | 121 |
|
|
2021
Q2 | $440K | Hold |
7,428
| – | – | 0.16% | 115 |
|
|
2021
Q1 | $427K | Hold |
7,428
| – | – | 0.17% | 115 |
|
|
2020
Q4 | $309K | Sell |
7,428
-1,025
| -12% | -$42.6K | 0.13% | 120 |
|
|
2020
Q3 | $250K | Sell |
8,453
-265
| -3% | -$7.84K | 0.12% | 125 |
|
|
2020
Q2 | $221K | Sell |
8,718
-3,550
| -29% | -$90K | 0.12% | 127 |
|
|
2020
Q1 | $255K | Buy |
12,268
+500
| +4% | +$10.4K | 0.15% | 120 |
|
|
2019
Q4 | $431K | Buy |
11,768
+375
| +3% | +$13.7K | 0.2% | 108 |
|
|
2019
Q3 | $427K | Buy |
11,393
+48
| +0.4% | +$1.8K | 0.22% | 106 |
|
|
2019
Q2 | $437K | Hold |
11,345
| – | – | 0.23% | 102 |
|
|
2019
Q1 | $421K | Buy |
11,345
+1,300
| +13% | +$48.2K | 0.23% | 104 |
|
|
2018
Q4 | $336K | Hold |
10,045
| – | – | 0.21% | 106 |
|
|
2018
Q3 | $338K | Buy |
10,045
+2,850
| +40% | +$95.9K | 0.2% | 113 |
|
|
2018
Q2 | $283K | Buy |
7,195
+400
| +6% | +$15.7K | 0.17% | 117 |
|
|
2018
Q1 | $247K | Buy |
6,795
+2,825
| +71% | +$103K | 0.15% | 114 |
|
|
2017
Q4 | $163K | Hold |
3,970
| – | – | 0.1% | 129 |
|
|
2017
Q3 | $160K | Buy |
3,970
+487
| +14% | +$19.6K | 0.1% | 127 |
|
|
2017
Q2 | $122K | Sell |
3,483
-10
| -0.3% | -$350 | 0.08% | 139 |
|
|
2017
Q1 | $124K | Buy |
3,493
+65
| +2% | +$2.31K | 0.09% | 137 |
|
|
2016
Q4 | $119K | Buy |
+3,428
| New | +$119K | 0.09% | 137 |
|