Obermeyer Wealth Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,595
| Closed | -$208K | – | 252 |
|
|
2024
Q1 | $208K | Buy |
+4,595
| New | +$208K | 0.01% | 243 |
|
|
2023
Q3 | – | Sell |
-5,900
| Closed | -$228K | – | 222 |
|
|
2023
Q2 | $228K | Hold |
5,900
| – | – | 0.02% | 194 |
|
|
2023
Q1 | $216K | Buy |
+5,900
| New | +$216K | 0.02% | 200 |
|
|
2020
Q1 | – | Sell |
-5,479
| Closed | -$201K | – | 130 |
|
|
2019
Q4 | $201K | Sell |
5,479
-25
| -0.5% | -$917 | 0.02% | 128 |
|
|
2019
Q3 | $206K | Buy |
5,504
+154
| +3% | +$5.76K | 0.02% | 118 |
|
|
2019
Q2 | $206K | Buy |
+5,350
| New | +$206K | 0.02% | 112 |
|
|
2018
Q3 | – | Sell |
-6,395
| Closed | -$252K | – | 122 |
|
|
2018
Q2 | $252K | Hold |
6,395
| – | – | 0.02% | 100 |
|
|
2018
Q1 | $232K | Sell |
6,395
-1,408
| -18% | -$51.1K | 0.02% | 106 |
|
|
2017
Q4 | $320K | Hold |
7,803
| – | – | 0.03% | 95 |
|
|
2017
Q3 | $315K | Hold |
7,803
| – | – | 0.03% | 93 |
|
|
2017
Q2 | $273K | Buy |
7,803
+483
| +7% | +$16.9K | 0.02% | 101 |
|
|
2017
Q1 | $259K | Sell |
7,320
-1,950
| -21% | -$69K | 0.02% | 113 |
|
|
2016
Q4 | $323K | Sell |
9,270
-730
| -7% | -$25.4K | 0.03% | 101 |
|
|
2016
Q3 | $318K | Sell |
10,000
-916
| -8% | -$29.1K | 0.03% | 99 |
|
|
2016
Q2 | $309K | Sell |
10,916
-1,421,247
| -99% | -$40.2M | 0.03% | 100 |
|
|
2016
Q1 | $45M | Buy |
1,432,163
+17,446
| +1% | +$548K | 4.17% | 7 |
|
|
2015
Q4 | $48.1M | Sell |
1,414,717
-90,909
| -6% | -$3.09M | 4.39% | 6 |
|
|
2015
Q3 | $45.2M | Sell |
1,505,626
-7,986
| -0.5% | -$240K | 4.76% | 3 |
|
|
2015
Q2 | $50.4M | Buy |
1,513,612
+251,433
| +20% | +$8.38M | 4.3% | 5 |
|
|
2015
Q1 | $47.3M | Buy |
1,262,179
+653,728
| +107% | +$24.5M | 3.87% | 3 |
|
|
2014
Q4 | $21.2M | Buy |
+608,451
| New | +$21.2M | 1.92% | 15 |
|