Sweet Financial Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $481K | Hold |
10,730
| – | – | 0.1% | 128 |
|
|
2024
Q2 | $499K | Sell |
10,730
-1,885
| -15% | -$87.6K | 0.11% | 122 |
|
|
2024
Q1 | $572K | Hold |
12,615
| – | – | 0.13% | 116 |
|
|
2023
Q4 | $453K | Hold |
12,615
| – | – | 0.11% | 128 |
|
|
2023
Q3 | $416K | Hold |
12,615
| – | – | 0.11% | 119 |
|
|
2023
Q2 | $486K | Sell |
12,615
-1,495
| -11% | -$57.6K | 0.13% | 110 |
|
|
2023
Q1 | $518K | Hold |
14,110
| – | – | 0.14% | 103 |
|
|
2022
Q4 | $475K | Buy |
14,110
+75
| +0.5% | +$2.52K | 0.14% | 108 |
|
|
2022
Q3 | $450K | Buy |
14,035
+1,495
| +12% | +$47.9K | 0.14% | 98 |
|
|
2022
Q2 | $398K | Sell |
12,540
-81
| -0.6% | -$2.57K | 0.12% | 108 |
|
|
2022
Q1 | $552K | Buy |
12,621
+2,985
| +31% | +$131K | 0.15% | 86 |
|
|
2021
Q4 | $565K | Buy |
+9,636
| New | +$565K | 0.23% | 61 |
|