Marcum Wealth’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 | $497K | Sell |
10,563
-421
| -4% | -$19.8K | 0.04% | 192 |
|
|
2024
Q4 | $585K | Sell |
10,984
-8,690
| -44% | -$463K | 0.05% | 174 |
|
|
2024
Q3 | $882K | Sell |
19,674
-1,238
| -6% | -$55.5K | 0.08% | 125 |
|
|
2024
Q2 | $972K | Sell |
20,912
-425
| -2% | -$19.7K | 0.1% | 108 |
|
|
2024
Q1 | $968K | Buy |
21,337
+621
| +3% | +$28.2K | 0.1% | 107 |
|
|
2023
Q4 | $744K | Buy |
20,716
+919
| +5% | +$33K | 0.08% | 131 |
|
|
2023
Q3 | $653K | Buy |
19,797
+4,641
| +31% | +$153K | 0.08% | 134 |
|
|
2023
Q2 | $584K | Sell |
15,156
-148
| -1% | -$5.71K | 0.07% | 147 |
|
|
2023
Q1 | $561K | Buy |
15,304
+2,265
| +17% | +$83.1K | 0.07% | 155 |
|
|
2022
Q4 | $439K | Sell |
13,039
-1,747
| -12% | -$58.8K | 0.06% | 183 |
|
|
2022
Q3 | $474K | Buy |
14,786
+860
| +6% | +$27.6K | 0.07% | 159 |
|
|
2022
Q2 | $442K | Buy |
13,926
+546
| +4% | +$17.3K | 0.07% | 173 |
|
|
2022
Q1 | $585K | Buy |
13,380
+344
| +3% | +$15K | 0.08% | 141 |
|
|
2021
Q4 | $764K | Buy |
13,036
+18
| +0.1% | +$1.06K | 0.11% | 126 |
|
|
2021
Q3 | $686K | Sell |
13,018
-205
| -2% | -$10.8K | 0.11% | 129 |
|
|
2021
Q2 | $782K | Sell |
13,223
-151
| -1% | -$8.93K | 0.13% | 120 |
|
|
2021
Q1 | $768K | Buy |
13,374
+3,201
| +31% | +$184K | 0.13% | 118 |
|
|
2020
Q4 | $424K | Buy |
10,173
+724
| +8% | +$30.2K | 0.1% | 75 |
|
|
2020
Q3 | $280K | Buy |
9,449
+177
| +2% | +$5.25K | 0.09% | 89 |
|
|
2020
Q2 | $235K | Buy |
+9,272
| New | +$235K | 0.07% | 99 |
|
|
2020
Q1 | – | Sell |
-9,184
| Closed | -$336K | – | 99 |
|
|
2019
Q4 | $336K | Buy |
+9,184
| New | +$336K | 0.13% | 74 |
|