WCM
Whitener Capital Management’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,986
| Closed | -$230K | – | 151 |
|
|
2023
Q3 | $230K | Sell |
6,986
-4,049
| -37% | -$133K | 0.09% | 126 |
|
|
2023
Q2 | $426K | Sell |
11,035
-2,820
| -20% | -$109K | 0.16% | 96 |
|
|
2023
Q1 | $508K | Sell |
13,855
-205
| -1% | -$7.52K | 0.21% | 86 |
|
|
2022
Q4 | $473K | Sell |
14,060
-830
| -6% | -$27.9K | 0.21% | 84 |
|
|
2022
Q3 | $477K | Buy |
14,890
+7
| +0% | +$224 | 0.23% | 81 |
|
|
2022
Q2 | $472K | Buy |
14,883
+950
| +7% | +$30.1K | 0.21% | 84 |
|
|
2022
Q1 | $609K | Buy |
13,933
+2,024
| +17% | +$88.5K | 0.23% | 89 |
|
|
2021
Q4 | $698K | Buy |
11,909
+1,260
| +12% | +$73.9K | 0.25% | 81 |
|
|
2021
Q3 | $443K | Sell |
10,649
-180
| -2% | -$7.49K | 0.2% | 82 |
|
|
2021
Q2 | $640K | Hold |
10,829
| – | – | 0.25% | 81 |
|
|
2021
Q1 | $622K | Buy |
10,829
+180
| +2% | +$10.3K | 0.27% | 80 |
|
|
2020
Q4 | $443K | Sell |
10,649
-280
| -3% | -$11.6K | 0.2% | 83 |
|
|
2020
Q3 | $323K | Sell |
10,929
-90
| -0.8% | -$2.66K | 0.16% | 94 |
|
|
2020
Q2 | $278K | Sell |
11,019
-655
| -6% | -$16.5K | 0.14% | 104 |
|
|
2020
Q1 | $242K | Buy |
11,674
+2,907
| +33% | +$60.3K | 0.16% | 103 |
|
|
2019
Q4 | $320K | Sell |
8,767
-278
| -3% | -$10.1K | 0.17% | 104 |
|
|
2019
Q3 | $339K | Buy |
9,045
+454
| +5% | +$17K | 0.19% | 99 |
|
|
2019
Q2 | $331K | Buy |
8,591
+732
| +9% | +$28.2K | 0.19% | 102 |
|
|
2019
Q1 | $291K | Hold |
7,859
| – | – | 0.19% | 98 |
|
|
2018
Q4 | $262K | Buy |
7,859
+480
| +7% | +$16K | 0.19% | 103 |
|
|
2018
Q3 | $248K | Buy |
7,379
+280
| +4% | +$9.41K | 0.16% | 109 |
|
|
2018
Q2 | $279K | Buy |
7,099
+160
| +2% | +$6.29K | 0.22% | 103 |
|
|
2018
Q1 | $252K | Buy |
6,939
+1,488
| +27% | +$54K | 0.19% | 104 |
|
|
2017
Q4 | $223K | Buy |
+5,451
| New | +$223K | 0.19% | 107 |
|