SWA
SOA Wealth Advisors’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
2,125
-357
| -14% | -$17.6K | 0.02% | 275 |
|
|
2025
Q1 | $117K | Sell |
2,482
-149
| -6% | -$7.01K | 0.02% | 246 |
|
|
2024
Q4 | $140K | Buy |
2,631
+150
| +6% | +$7.99K | 0.03% | 221 |
|
|
2024
Q3 | $111K | Sell |
2,481
-199
| -7% | -$8.92K | 0.02% | 242 |
|
|
2024
Q2 | $125K | Hold |
2,680
| – | – | 0.03% | 224 |
|
|
2024
Q1 | $122K | Sell |
2,680
-16
| -0.6% | -$726 | 0.03% | 228 |
|
|
2023
Q4 | $96.8K | Hold |
2,696
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $88.9K | Buy |
2,696
+1
| +0% | +$33 | 0.02% | 239 |
|
|
2023
Q2 | $104K | Sell |
2,695
-309
| -10% | -$11.9K | 0.02% | 230 |
|
|
2023
Q1 | $110K | Sell |
3,004
-201
| -6% | -$7.37K | 0.03% | 217 |
|
|
2022
Q4 | $108K | Buy |
3,205
+2
| +0.1% | +$67 | 0.03% | 213 |
|
|
2022
Q3 | $102K | Buy |
3,203
+1
| +0% | +$32 | 0.03% | 199 |
|
|
2022
Q2 | $101K | Buy |
3,202
+52
| +2% | +$1.64K | 0.03% | 202 |
|
|
2022
Q1 | $137K | Buy |
3,150
+350
| +13% | +$15.2K | 0.03% | 204 |
|
|
2021
Q4 | $162K | Hold |
2,800
| – | – | 0.04% | 180 |
|
|
2021
Q3 | $147K | Hold |
2,800
| – | – | 0.04% | 187 |
|
|
2021
Q2 | $165K | Sell |
2,800
-475
| -15% | -$28K | 0.04% | 172 |
|
|
2021
Q1 | $188K | Hold |
3,275
| – | – | 0.05% | 145 |
|
|
2020
Q4 | $179K | Buy |
+3,275
| New | +$179K | 0.05% | 139 |
|