Marietta Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,562
| Closed | -$387K | – | 116 |
|
|
2019
Q4 | $387K | Sell |
10,562
-230
| -2% | -$8.43K | 0.13% | 100 |
|
|
2019
Q3 | $404K | Sell |
10,792
-3,450
| -24% | -$129K | 0.15% | 99 |
|
|
2019
Q2 | $549K | Sell |
14,242
-58
| -0.4% | -$2.24K | 0.21% | 86 |
|
|
2019
Q1 | $531K | Buy |
14,300
+480
| +3% | +$17.8K | 0.22% | 87 |
|
|
2018
Q4 | $462K | Sell |
13,820
-575
| -4% | -$19.2K | 0.22% | 90 |
|
|
2018
Q3 | $485K | Buy |
14,395
+146
| +1% | +$4.92K | 0.21% | 95 |
|
|
2018
Q2 | $561K | Buy |
14,249
+696
| +5% | +$27.4K | 0.27% | 88 |
|
|
2018
Q1 | $493K | Sell |
13,553
-939
| -6% | -$34.2K | 0.26% | 89 |
|
|
2017
Q4 | $594K | Sell |
14,492
-715
| -5% | -$29.3K | 0.32% | 78 |
|
|
2017
Q3 | $614K | Sell |
15,207
-2,877
| -16% | -$116K | 0.34% | 76 |
|
|
2017
Q2 | $632K | Sell |
18,084
-58
| -0.3% | -$2.03K | 0.38% | 76 |
|
|
2017
Q1 | $642K | Buy |
18,142
+533
| +3% | +$18.9K | 0.43% | 75 |
|
|
2016
Q4 | $613K | Buy |
+17,609
| New | +$613K | 0.49% | 72 |
|