Phoenix Financial’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-14,271
| Closed | -$552K | – | 315 |
|
2023
Q2 | $552K | Buy |
14,271
+3,848
| +37% | +$149K | 0.01% | 238 |
|
2023
Q1 | $384K | Buy |
10,423
+875
| +9% | +$32.3K | 0.01% | 224 |
|
2022
Q4 | $323K | Sell |
9,548
-3,310
| -26% | -$112K | 0.01% | 234 |
|
2022
Q3 | $429K | Sell |
12,858
-43,656
| -77% | -$1.46M | 0.01% | 244 |
|
2022
Q2 | $1.8M | Sell |
56,514
-687,076
| -92% | -$21.8M | 0.04% | 170 |
|
2022
Q1 | $32.5M | Buy |
743,590
+5,368
| +0.7% | +$235K | 0.55% | 53 |
|
2021
Q4 | $43.3M | Sell |
738,222
-93,382
| -11% | -$5.47M | 0.71% | 49 |
|
2021
Q3 | $43.8M | Sell |
831,604
-12,619
| -1% | -$665K | 0.76% | 44 |
|
2021
Q2 | $50M | Sell |
844,223
-7,067
| -0.8% | -$418K | 0.95% | 34 |
|
2021
Q1 | $48.9M | Buy |
851,290
+60,336
| +8% | +$3.47M | 1.11% | 21 |
|
2020
Q4 | $32.9M | Buy |
790,954
+48,353
| +7% | +$2.01M | 0.88% | 35 |
|
2020
Q3 | $20.7M | Buy |
742,601
+83,827
| +13% | +$2.34M | 0.87% | 41 |
|
2020
Q2 | $15.8M | Buy |
658,774
+220,050
| +50% | +$5.29M | 0.67% | 53 |
|
2020
Q1 | $8.9M | Buy |
438,724
+1,359
| +0.3% | +$27.6K | 0.45% | 73 |
|
2019
Q4 | $15.9M | Sell |
437,365
-11,248
| -3% | -$409K | 0.66% | 63 |
|
2019
Q3 | $16M | Buy |
+448,613
| New | +$16M | 0.76% | 59 |
|