OWM
OneAscent Wealth Management’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
5,262
+361
| +7% | +$17.8K | 0.1% | 137 |
|
|
2025
Q1 | $230K | Sell |
4,901
-136
| -3% | -$6.38K | 0.1% | 127 |
|
|
2024
Q4 | $268K | Sell |
5,037
-126
| -2% | -$6.7K | 0.11% | 126 |
|
|
2024
Q3 | $232K | Sell |
5,163
-22
| -0.4% | -$989 | 0.09% | 161 |
|
|
2024
Q2 | $241K | Sell |
5,185
-135
| -3% | -$6.28K | 0.13% | 85 |
|
|
2024
Q1 | $241K | Buy |
+5,320
| New | +$241K | 0.09% | 154 |
|
|
2023
Q4 | – | Sell |
-9,176
| Closed | -$303K | – | 187 |
|
|
2023
Q3 | $303K | Sell |
9,176
-1,339
| -13% | -$44.2K | 0.13% | 109 |
|
|
2023
Q2 | $405K | Buy |
10,515
+3,517
| +50% | +$135K | 0.19% | 47 |
|
|
2023
Q1 | $257K | Buy |
+6,998
| New | +$257K | 0.1% | 145 |
|
|
2021
Q1 | $771K | Sell |
13,414
-135
| -1% | -$7.76K | 0.33% | 66 |
|
|
2020
Q4 | $564K | Buy |
+13,549
| New | +$564K | 0.26% | 92 |
|