YIA
YHB Investment Advisors’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,682
| Closed | -$575K | – | 284 |
|
|
2023
Q1 | $575K | Hold |
15,682
| – | – | 0.06% | 179 |
|
|
2022
Q4 | $528K | Sell |
15,682
-10,524
| -40% | -$354K | 0.06% | 178 |
|
|
2022
Q3 | $841K | Sell |
26,206
-300
| -1% | -$9.63K | 0.09% | 151 |
|
|
2022
Q2 | $842K | Sell |
26,506
-9,225
| -26% | -$293K | 0.09% | 160 |
|
|
2022
Q1 | $1.56M | Sell |
35,731
-1,810
| -5% | -$79.2K | 0.14% | 133 |
|
|
2021
Q4 | $2.2M | Sell |
37,541
-237
| -0.6% | -$13.9K | 0.17% | 121 |
|
|
2021
Q3 | $1.99M | Hold |
37,778
| – | – | 0.17% | 119 |
|
|
2021
Q2 | $2.24M | Sell |
37,778
-12,334
| -25% | -$730K | 0.19% | 118 |
|
|
2021
Q1 | $2.94M | Sell |
50,112
-3,407
| -6% | -$200K | 0.25% | 100 |
|
|
2020
Q4 | $2.23M | Buy |
53,519
+100
| +0.2% | +$4.17K | 0.21% | 109 |
|
|
2020
Q3 | $1.58M | Buy |
53,419
+15,262
| +40% | +$452K | 0.17% | 118 |
|
|
2020
Q2 | $965K | Sell |
38,157
-4,800
| -11% | -$121K | 0.14% | 111 |
|
|
2020
Q1 | $893K | Sell |
42,957
-2,139
| -5% | -$44.5K | 0.15% | 105 |
|
|
2019
Q4 | $1.65M | Sell |
45,096
-54
| -0.1% | -$1.98K | 0.24% | 88 |
|
|
2019
Q3 | $1.69M | Sell |
45,150
-650
| -1% | -$24.4K | 0.26% | 88 |
|
|
2019
Q2 | $1.77M | Sell |
45,800
-15,575
| -25% | -$600K | 0.28% | 90 |
|
|
2019
Q1 | $2.28M | Hold |
61,375
| – | – | 0.36% | 80 |
|
|
2018
Q4 | $2.05M | Sell |
61,375
-3,300
| -5% | -$110K | 0.37% | 79 |
|
|
2018
Q3 | $2.18M | Sell |
64,675
-3,125
| -5% | -$105K | 0.33% | 84 |
|
|
2018
Q2 | $2.67M | Hold |
67,800
| – | – | 0.44% | 70 |
|
|
2018
Q1 | $2.46M | Hold |
67,800
| – | – | 0.42% | 76 |
|
|
2017
Q4 | $2.78M | Hold |
67,800
| – | – | 0.47% | 70 |
|
|
2017
Q3 | $2.74M | Buy |
67,800
+4,900
| +8% | +$198K | 0.49% | 69 |
|
|
2017
Q2 | $2.2M | Buy |
+62,900
| New | +$2.2M | 0.38% | 74 |
|