WJWM
Williams Jones Wealth Management’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,006
| Closed | -$220K | – | 546 |
|
|
2023
Q1 | $220K | Sell |
6,006
-1,846
| -24% | -$67.7K | ﹤0.01% | 496 |
|
|
2022
Q4 | $264K | Sell |
7,852
-5,489
| -41% | -$185K | ﹤0.01% | 464 |
|
|
2022
Q3 | $428K | Sell |
13,341
-48
| -0.4% | -$1.54K | 0.01% | 376 |
|
|
2022
Q2 | $425K | Sell |
13,389
-6,238
| -32% | -$198K | 0.01% | 391 |
|
|
2022
Q1 | $858K | Sell |
19,627
-29,137
| -60% | -$1.27M | 0.01% | 279 |
|
|
2021
Q4 | $2.86M | Sell |
48,764
-4,223
| -8% | -$248K | 0.04% | 172 |
|
|
2021
Q3 | $2.79M | Sell |
52,987
-14,163
| -21% | -$747K | 0.04% | 172 |
|
|
2021
Q2 | $3.97M | Buy |
67,150
+4,820
| +8% | +$285K | 0.06% | 156 |
|
|
2021
Q1 | $3.58M | Buy |
62,330
+28,919
| +87% | +$1.66M | 0.06% | 156 |
|
|
2020
Q4 | $1.39M | Buy |
33,411
+15,361
| +85% | +$640K | 0.02% | 209 |
|
|
2020
Q3 | $534K | Buy |
+18,050
| New | +$534K | 0.01% | 259 |
|
|
2020
Q1 | – | Sell |
-37,670
| Closed | -$1.38M | – | 406 |
|
|
2019
Q4 | $1.38M | Sell |
37,670
-2,720
| -7% | -$99.6K | 0.03% | 180 |
|
|
2019
Q3 | $1.51M | Buy |
+40,390
| New | +$1.51M | 0.03% | 173 |
|