Montag & Associates’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 | $32.4K | Sell |
658
-80
| -11% | -$3.94K | ﹤0.01% | 632 |
|
|
2025
Q1 | $34.7K | Hold |
738
| – | – | ﹤0.01% | 660 |
|
|
2024
Q4 | $39.3K | Hold |
738
| – | – | ﹤0.01% | 643 |
|
|
2024
Q3 | $33.1K | Buy |
738
+80
| +12% | +$3.59K | ﹤0.01% | 668 |
|
|
2024
Q2 | $30.6K | Hold |
658
| – | – | ﹤0.01% | 663 |
|
|
2024
Q1 | $29.8K | Buy |
+658
| New | +$29.8K | ﹤0.01% | 658 |
|
|
2023
Q4 | – | Sell |
-3,189
| Closed | -$105K | – | 922 |
|
|
2023
Q3 | $105K | Hold |
3,189
| – | – | 0.01% | 453 |
|
|
2023
Q2 | $123K | Hold |
3,189
| – | – | 0.01% | 446 |
|
|
2023
Q1 | $117K | Sell |
3,189
-1,000
| -24% | -$36.7K | 0.01% | 445 |
|
|
2022
Q4 | $141K | Hold |
4,189
| – | – | 0.01% | 420 |
|
|
2022
Q3 | $134K | Buy |
4,189
+1,000
| +31% | +$32K | 0.01% | 404 |
|
|
2022
Q2 | $101K | Hold |
3,189
| – | – | 0.01% | 434 |
|
|
2022
Q1 | $139K | Hold |
3,189
| – | – | 0.01% | 429 |
|
|
2021
Q4 | $187K | Hold |
3,189
| – | – | 0.01% | 392 |
|
|
2021
Q3 | $168K | Hold |
3,189
| – | – | 0.01% | 407 |
|
|
2021
Q2 | $189K | Hold |
3,189
| – | – | 0.01% | 395 |
|
|
2021
Q1 | $183K | Hold |
3,189
| – | – | 0.01% | 399 |
|
|
2020
Q4 | $133K | Buy |
+3,189
| New | +$133K | 0.01% | 423 |
|
|
2018
Q4 | – | Sell |
-7,316
| Closed | -$246K | – | 300 |
|
|
2018
Q3 | $246K | Buy |
+7,316
| New | +$246K | 0.02% | 295 |
|