PWM
Perigon Wealth Management’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Sell |
17,051
-2,176
| -11% | -$107K | 0.02% | 518 |
|
|
2025
Q1 | $904K | Sell |
19,227
-216
| -1% | -$10.2K | 0.02% | 473 |
|
|
2024
Q4 | $1.01M | Buy |
19,443
+532
| +3% | +$27.6K | 0.02% | 443 |
|
|
2024
Q3 | $848K | Sell |
18,911
-5,314
| -22% | -$238K | 0.02% | 476 |
|
|
2024
Q2 | $1.13M | Buy |
24,225
+388
| +2% | +$18K | 0.03% | 343 |
|
|
2024
Q1 | $1.08M | Sell |
23,837
-406
| -2% | -$18.4K | 0.03% | 355 |
|
|
2023
Q4 | $871K | Sell |
24,243
-12,676
| -34% | -$455K | 0.03% | 369 |
|
|
2023
Q3 | $1.22M | Sell |
36,919
-208
| -0.6% | -$6.86K | 0.05% | 277 |
|
|
2023
Q2 | $1.43M | Sell |
37,127
-1,238
| -3% | -$47.7K | 0.06% | 249 |
|
|
2023
Q1 | $1.41M | Sell |
38,365
-15,746
| -29% | -$578K | 0.08% | 221 |
|
|
2022
Q4 | $1.82M | Sell |
54,111
-8,864
| -14% | -$298K | 0.11% | 185 |
|
|
2022
Q3 | $2.02M | Sell |
62,975
-3,399
| -5% | -$109K | 0.17% | 119 |
|
|
2022
Q2 | $2.11M | Sell |
66,374
-3,830
| -5% | -$122K | 0.18% | 121 |
|
|
2022
Q1 | $3.07M | Sell |
70,204
-3,433
| -5% | -$150K | 0.22% | 90 |
|
|
2021
Q4 | $4.32M | Sell |
73,637
-7,307
| -9% | -$428K | 0.31% | 73 |
|
|
2021
Q3 | $4.27M | Sell |
80,944
-7,443
| -8% | -$392K | 0.37% | 56 |
|
|
2021
Q2 | $5.23M | Buy |
88,387
+56,475
| +177% | +$3.34M | 0.47% | 43 |
|
|
2021
Q1 | $1.83M | Buy |
31,912
+16,830
| +112% | +$967K | 0.19% | 109 |
|
|
2020
Q4 | $628K | Buy |
15,082
+5,678
| +60% | +$236K | 0.07% | 212 |
|
|
2020
Q3 | $278K | Buy |
9,404
+381
| +4% | +$11.3K | 0.04% | 306 |
|
|
2020
Q2 | $228K | Sell |
9,023
-2,240
| -20% | -$56.6K | 0.04% | 310 |
|
|
2020
Q1 | $271K | Buy |
11,263
+1,159
| +11% | +$27.9K | 0.05% | 251 |
|
|
2019
Q4 | $362K | Sell |
10,104
-8,655
| -46% | -$310K | 0.07% | 173 |
|
|
2019
Q3 | $680K | Buy |
18,759
+733
| +4% | +$26.6K | 0.16% | 99 |
|
|
2019
Q2 | $695K | Buy |
18,026
+316
| +2% | +$12.2K | 0.16% | 98 |
|
|
2019
Q1 | $683K | Buy |
17,710
+842
| +5% | +$32.5K | 0.16% | 100 |
|
|
2018
Q4 | $625K | Sell |
16,868
-3,218
| -16% | -$119K | 0.16% | 104 |
|
|
2018
Q3 | $676K | Buy |
20,086
+8,886
| +79% | +$299K | 0.17% | 104 |
|
|
2018
Q2 | $441K | Buy |
11,200
+265
| +2% | +$10.4K | 0.13% | 142 |
|
|
2018
Q1 | $397K | Buy |
10,935
+9,809
| +871% | +$356K | 0.15% | 104 |
|
|
2017
Q4 | $46K | Buy |
1,126
+160
| +17% | +$6.54K | 0.02% | 303 |
|
|
2017
Q3 | $39K | Hold |
966
| – | – | 0.01% | 367 |
|
|
2017
Q2 | $34K | Hold |
966
| – | – | 0.01% | 409 |
|
|
2017
Q1 | $34K | Buy |
966
+80
| +9% | +$2.82K | 0.01% | 422 |
|
|
2016
Q4 | $34K | Sell |
886
-22
| -2% | -$844 | 0.01% | 397 |
|
|
2016
Q3 | $29K | Buy |
908
+162
| +22% | +$5.17K | 0.01% | 356 |
|
|
2016
Q2 | $21K | Buy |
+746
| New | +$21K | 0.01% | 335 |
|