Westwood Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,265
| Closed | -$333K | – | 39 |
|
|
2023
Q4 | $333K | Sell |
9,265
-775
| -8% | -$27.8K | 0.26% | 30 |
|
|
2023
Q3 | $331K | Hold |
10,040
| – | – | 0.22% | 34 |
|
|
2023
Q2 | $387K | Buy |
10,040
+45
| +0.5% | +$1.74K | 0.27% | 31 |
|
|
2023
Q1 | $367K | Sell |
9,995
-1,400
| -12% | -$51.4K | 0.33% | 32 |
|
|
2022
Q4 | $383K | Buy |
11,395
+1,550
| +16% | +$52.1K | 0.46% | 31 |
|
|
2022
Q3 | $316K | Sell |
9,845
-550
| -5% | -$17.7K | 0.28% | 33 |
|
|
2022
Q2 | $330K | Sell |
10,395
-14,975
| -59% | -$475K | 0.38% | 32 |
|
|
2022
Q1 | $1.11K | Sell |
25,370
-26,490
| -51% | -$1.16K | 0.43% | 26 |
|
|
2021
Q4 | $3.04M | Buy |
+51,860
| New | +$3.04M | 1.3% | 15 |
|