Mark Sheptoff Financial Planning’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89 | Hold |
2
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $89 | Hold |
2
| – | – | ﹤0.01% | 443 |
|
|
2024
Q4 | $89 | Hold |
2
| – | – | ﹤0.01% | 429 |
|
|
2024
Q3 | $89 | Hold |
2
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $102 | Hold |
2
| – | – | ﹤0.01% | 423 |
|
|
2024
Q1 | $99 | Hold |
2
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $79 | Hold |
2
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $72 | Hold |
2
| – | – | ﹤0.01% | 376 |
|
|
2023
Q2 | $84 | Hold |
2
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $80 | Hold |
2
| – | – | ﹤0.01% | 382 |
|
|
2022
Q4 | $74 | Sell |
2
-222
| -99% | -$8.21K | ﹤0.01% | 391 |
|
|
2022
Q3 | $7K | Hold |
224
| – | – | ﹤0.01% | 273 |
|
|
2022
Q2 | $7K | Hold |
224
| – | – | ﹤0.01% | 280 |
|
|
2022
Q1 | $10K | Buy |
224
+222
| +11,100% | +$9.91K | 0.01% | 297 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $0 | Sell |
2
-300
| -99% | – | ﹤0.01% | 401 |
|
|
2021
Q2 | $18K | Buy |
302
+300
| +15,000% | +$17.9K | 0.01% | 280 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 345 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 363 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 360 |
|
|
2019
Q4 | – | Sell |
-122
| Closed | -$5K | – | 368 |
|
|
2019
Q3 | $5K | Buy |
122
+120
| +6,000% | +$4.92K | ﹤0.01% | 303 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 357 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 357 |
|
|
2018
Q4 | $0 | Sell |
2
-734
| -100% | – | ﹤0.01% | 341 |
|
|
2018
Q3 | $25K | Hold |
736
| – | – | 0.02% | 215 |
|
|
2018
Q2 | $29K | Hold |
736
| – | – | 0.02% | 197 |
|
|
2018
Q1 | $27K | Sell |
736
-171
| -19% | -$6.27K | 0.02% | 209 |
|
|
2017
Q4 | $37K | Buy |
907
+100
| +12% | +$4.08K | 0.02% | 192 |
|
|
2017
Q3 | $33K | Sell |
807
-413
| -34% | -$16.9K | 0.02% | 209 |
|
|
2017
Q2 | $43K | Sell |
1,220
-419
| -26% | -$14.8K | 0.03% | 179 |
|
|
2017
Q1 | $58K | Hold |
1,639
| – | – | 0.04% | 173 |
|
|
2016
Q4 | $57K | Hold |
1,639
| – | – | 0.04% | 166 |
|
|
2016
Q3 | $52K | Buy |
1,639
+246
| +18% | +$7.81K | 0.04% | 170 |
|
|
2016
Q2 | $39K | Buy |
1,393
+229
| +20% | +$6.41K | 0.03% | 170 |
|
|
2016
Q1 | $37K | Hold |
1,164
| – | – | 0.03% | 170 |
|
|
2015
Q4 | $40K | Buy |
1,164
+1,000
| +610% | +$34.4K | 0.03% | 181 |
|
|
2015
Q3 | $5K | Buy |
164
+105
| +178% | +$3.2K | ﹤0.01% | 284 |
|
|
2015
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 327 |
|
|
2015
Q1 | $2K | Hold |
59
| – | – | ﹤0.01% | 312 |
|
|
2014
Q4 | $2K | Sell |
59
-404
| -87% | -$13.7K | ﹤0.01% | 308 |
|
|
2014
Q3 | $15K | Buy |
463
+400
| +635% | +$13K | 0.01% | 248 |
|
|
2014
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 324 |
|
|
2014
Q1 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 335 |
|