MWM
GAM

Mission Wealth Management’s General American Investors Company GAM Stock Holding History

Mission Wealth Management’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$245K Hold
4,197
– – 0.01% 661
2025
Q4 		$246K Hold
4,197
– – 0.01% 648
2025
Q3 		$261K Hold
4,197
– – 0.01% 620
2025
Q2 		$235K Hold
4,197
– – 0.01% 622
2025
Q1 		$211K Hold
4,197
– – 0.01% 632
2024
Q4 		$214K Hold
4,197
– – 0.01% 616
2024
Q3 		$225K Hold
4,197
– – 0.01% 609
2024
Q2 		$209K Buy
+4,197
New +$199K 0.01% 607
2022
Q1 		– Sell
-5,183
Closed -$229K – 548
2021
Q4 		$229K Hold
5,183
– – 0.01% 489
2021
Q3 		$223K Hold
5,183
– – 0.01% 472
2021
Q2 		$225K Buy
+5,183
New +$220K 0.01% 453

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