Wealthspire Advisors (New York)’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $221K | Buy |
+4,482
| New | +$221K | ﹤0.01% | 758 |
|
2025
Q1 | – | Sell |
-4,600
| Closed | -$245K | – | 808 |
|
2024
Q4 | $245K | Buy |
+4,600
| New | +$245K | ﹤0.01% | 692 |
|
2024
Q2 | – | Sell |
-4,627
| Closed | -$210K | – | 676 |
|
2024
Q1 | $210K | Sell |
4,627
-1,745
| -27% | -$79.1K | ﹤0.01% | 591 |
|
2023
Q4 | $229K | Buy |
+6,372
| New | +$229K | ﹤0.01% | 583 |
|
2023
Q1 | – | Sell |
-7,818
| Closed | -$263K | – | 557 |
|
2022
Q4 | $263K | Sell |
7,818
-278
| -3% | -$9.35K | ﹤0.01% | 482 |
|
2022
Q3 | $260K | Sell |
8,096
-31,203
| -79% | -$1M | 0.01% | 436 |
|
2022
Q2 | $1.25M | Buy |
39,299
+32,326
| +464% | +$1.03M | 0.03% | 190 |
|
2022
Q1 | $305K | Sell |
6,973
-1,064
| -13% | -$46.5K | 0.01% | 347 |
|
2021
Q4 | $471K | Buy |
8,037
+572
| +8% | +$33.5K | 0.01% | 330 |
|
2021
Q3 | $393K | Buy |
7,465
+722
| +11% | +$38K | 0.01% | 405 |
|
2021
Q2 | $399K | Sell |
6,743
-7,989
| -54% | -$473K | 0.01% | 253 |
|
2021
Q1 | $847K | Buy |
14,732
+6,674
| +83% | +$384K | 0.02% | 286 |
|
2020
Q4 | $336K | Buy |
+8,058
| New | +$336K | 0.01% | 400 |
|
2020
Q2 | – | Sell |
-28,901
| Closed | -$601K | – | 372 |
|
2020
Q1 | $601K | Buy |
28,901
+17,073
| +144% | +$355K | 0.03% | 266 |
|
2019
Q4 | $433K | Sell |
11,828
-1,184
| -9% | -$43.3K | 0.03% | 114 |
|
2019
Q3 | $488K | Buy |
13,012
+4,433
| +52% | +$166K | 0.04% | 86 |
|
2019
Q2 | $331K | Buy |
+8,579
| New | +$331K | 0.03% | 66 |
|
2019
Q1 | – | Sell |
-1,563
| Closed | -$52K | – | 342 |
|
2018
Q4 | $52K | Buy |
+1,563
| New | +$52K | 0.01% | 182 |
|