SWM
Sugarloaf Wealth Management’s Genuine Parts GPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $641K | Hold |
467,048
| – | – | 0.12% | 77 |
|
|
2024
Q3 | $675K | Hold |
467,048
| – | – | 0.13% | 73 |
|
|
2024
Q2 | $673K | Buy |
467,048
+153,981
| +49% | +$222K | 0.14% | 73 |
|
|
2024
Q1 | $544K | Hold |
313,067
| – | – | 0.11% | 76 |
|
|
2023
Q4 | $519K | Hold |
313,067
| – | – | 0.13% | 80 |
|
|
2023
Q3 | $528K | Hold |
313,067
| – | – | 0.13% | 77 |
|
|
2023
Q2 | $565K | Hold |
313,067
| – | – | 0.13% | 78 |
|
|
2023
Q1 | $563K | Hold |
313,067
| – | – | 0.14% | 73 |
|
|
2022
Q4 | $572K | Buy |
313,067
+311,567
| +20,771% | +$569K | 0.14% | 69 |
|
|
2022
Q3 | $224K | Hold |
1,500
| – | – | 0.06% | 112 |
|
|
2022
Q2 | $200K | Hold |
1,500
| – | – | 0.05% | 118 |
|
|
2022
Q1 | $189K | Hold |
1,500
| – | – | 0.04% | 126 |
|
|
2021
Q4 | $210K | Hold |
1,500
| – | – | 0.05% | 122 |
|
|
2021
Q3 | $182K | Hold |
1,500
| – | – | 0.05% | 131 |
|
|
2021
Q2 | $190K | Hold |
1,500
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $173 | Hold |
1,500
| – | – | 0.05% | 135 |
|
|
2020
Q4 | $151K | Hold |
1,500
| – | – | 0.05% | 135 |
|
|
2020
Q3 | $143K | Hold |
1,500
| – | – | 0.05% | 134 |
|
|
2020
Q2 | $130K | Hold |
1,500
| – | – | 0.05% | 140 |
|
|
2020
Q1 | $101K | Sell |
1,500
-57
| -4% | -$3.84K | 0.05% | 153 |
|
|
2019
Q4 | $165K | Buy |
+1,557
| New | +$165K | 0.07% | 127 |
|