WealthPLAN Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,141
| Closed | -$364K | – | 327 |
|
|
2023
Q4 | $364K | Buy |
10,141
+21
| +0.2% | +$649 | 0.04% | 250 |
|
|
2023
Q3 | $334K | Buy |
10,120
+6,985
| +223% | +$248K | 0.04% | 256 |
|
|
2023
Q2 | $121K | Sell |
3,135
-986
| -24% | -$34.1K | 0.02% | 368 |
|
|
2023
Q1 | $151K | Sell |
4,121
-5,581
| -58% | -$211K | 0.02% | 354 |
|
|
2022
Q4 | $412K | Buy |
+9,702
| New | +$359K | 0.03% | 277 |
|
|
2022
Q1 | $326K | Buy |
8,596
+958
| +13% | +$47.8K | 0.02% | 303 |
|
|
2021
Q4 | $403K | Buy |
7,638
+1,919
| +34% | +$112K | 0.03% | 275 |
|
|
2021
Q3 | $352K | Buy |
5,719
+453
| +9% | +$24.1K | 0.02% | 296 |
|
|
2021
Q2 | $286K | Sell |
5,266
-2,020
| -28% | -$119K | 0.02% | 298 |
|
|
2021
Q1 | $403K | Buy |
7,286
+1,653
| +29% | +$87.8K | 0.03% | 244 |
|
|
2020
Q4 | $305K | Sell |
5,633
-940
| -14% | -$36.5K | 0.03% | 263 |
|
|
2020
Q3 | $258K | Buy |
+6,573
| New | +$185K | 0.03% | 273 |
|
|
2020
Q1 | – | Sell |
-6,272
| Closed | -$223K | – | 266 |
|
|
2019
Q4 | $223K | Sell |
6,272
-1,278
| -17% | -$46.4K | 0.03% | 228 |
|
|
2019
Q3 | $281K | Sell |
7,550
-2,371
| -24% | -$91.2K | 0.04% | 197 |
|
|
2019
Q2 | $387K | Sell |
9,921
-2,677
| -21% | -$100K | 0.06% | 164 |
|
|
2019
Q1 | $471K | Buy |
12,598
+1,104
| +10% | +$41.9K | 0.07% | 167 |
|
|
2018
Q4 | $449K | Sell |
11,494
-9,520
| -45% | -$329K | 0.07% | 165 |
|
|
2018
Q3 | $737K | Sell |
21,014
-1,503
| -7% | -$55.4K | 0.13% | 115 |
|
|
2018
Q2 | $887K | Sell |
22,517
-2,623
| -10% | -$103K | 0.18% | 107 |
|
|
2018
Q1 | $914K | Buy |
25,140
+7,085
| +39% | +$287K | 0.2% | 100 |
|
|
2017
Q4 | $740K | Sell |
18,055
-188
| -1% | -$8.16K | 0.2% | 102 |
|
|
2017
Q3 | $737K | Sell |
18,243
-58
| -0.3% | -$2.12K | 0.21% | 89 |
|
|
2017
Q2 | $639K | Buy |
18,301
+16,509
| +921% | +$561K | 0.18% | 90 |
|
|
2017
Q1 | $60.9K | Buy |
+1,792
| New | +$65.5K | 0.21% | 91 |
|
|
2016
Q3 | $760K | Sell |
23,613
-29,021
| -55% | -$906K | 0.25% | 62 |
|
|
2016
Q2 | $682K | Buy |
+52,634
| New | +$1.6M | 0.09% | 151 |
|
|
2015
Q4 | $663K | Buy |
+57,963
| New | +$2.01M | 0.11% | 136 |
|
|
2015
Q2 | $634K | Buy |
19,011
+393
| +2% | +$14K | 0.28% | 49 |
|
|
2015
Q1 | $696K | Buy |
+18,618
| New | +$677K | 0.32% | 57 |
|
Other funds holding GM
