Wealth Plan Partners, LLC General Motors CO Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$26.65 - $36.25 $559 - $761	21 Added 0.21%	10,141 $364 Million
Q3 2023 Nov 01, 2023	BUY	$32.26 - $40.5 $225,336 - $282,892	6,985 Added 222.81%	10,120 $334 Million
Q2 2023 Jul 31, 2023	SELL	$31.54 - $38.56 $31,098 - $38,020	-986 Reduced 23.93%	3,135 $121 Million
Q1 2023 May 10, 2023	SELL	$33.38 - $43.17 $186,293 - $240,931	-5,581 Reduced 57.52%	4,121 $151 Million
Q4 2022 Feb 16, 2023	BUY	$31.76 - $41.12 $35,126 - $45,478	1,106 Added 12.87%	9,702 $412 Million
Q1 2022 May 03, 2022	BUY	$39.83 - $65.74 $38,157 - $62,978	958 Added 12.54%	8,596 $326,000
Q4 2021 Feb 01, 2022	BUY	$53.13 - $64.61 $101,956 - $123,986	1,919 Added 33.55%	7,638 $403,000
Q3 2021 Dec 09, 2021	BUY	$48.18 - $59.11 $21,825 - $26,776	453 Added 8.6%	5,719 $301,000
Q2 2021 Aug 19, 2021	SELL	$53.76 - $63.92 $108,595 - $129,118	-2,020 Reduced 27.72%	5,266 $286,000
Q1 2021 May 11, 2021	BUY	$40.51 - $60.05 $66,963 - $99,262	1,653 Added 29.34%	7,286 $403,000
Q4 2020 Feb 09, 2021	SELL	$30.38 - $46.46 $28,557 - $43,672	-940 Reduced 14.3%	5,633 $305,000
Q3 2020 Dec 18, 2020	BUY	$23.42 - $32.38 $153,939 - $212,833	6,573 New	6,573 $258,000
Q1 2020 May 15, 2020	SELL	$16.8 - $37.38 $105,369 - $234,447	-6,272 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$33.88 - $38.72 $43,298 - $49,484	-1,278 Reduced 16.93%	6,272 $223,000
Q3 2019 Nov 15, 2019	SELL	$35.89 - $40.88 $85,095 - $96,926	-2,371 Reduced 23.9%	7,550 $281,000
Q2 2019 Aug 19, 2019	SELL	$33.34 - $40.3 $89,251 - $107,883	-2,677 Reduced 21.25%	9,921 $387,000
Q1 2019 May 16, 2019	BUY	$32.25 - $40.14 $35,604 - $44,314	1,104 Added 9.61%	12,598 $471,000
Q4 2018 Feb 20, 2019	SELL	$30.56 - $38.45 $290,931 - $366,044	-9,520 Reduced 45.3%	11,494 $449,000
Q3 2018 Nov 21, 2018	SELL	$33.55 - $40.09 $50,425 - $60,255	-1,503 Reduced 6.67%	21,014 $737,000
Q2 2018 Aug 16, 2018	SELL	$35.76 - $44.85 $93,798 - $117,641	-2,623 Reduced 10.43%	22,517 $887,000
Q1 2018 May 16, 2018	BUY	$34.87 - $44.22 $876,631 - $1.11 Million	25,140 New	25,140 $914,000

Others Institutions Holding GM

# of Institutions

1,445

Shares Held

870M

Call Options Held

31.4M

Put Options Held

36.5M

Black Rock Inc. New York, NY

110M
Shares

$6.29 Billion
0.12% of portfolio
Vanguard Group Inc Valley Forge, PA

94.4M
Shares

$5.38 Billion
0.08% of portfolio
State Street Corp Boston, MA

51.4M
Shares

$2.93 Billion
0.1% of portfolio
Capital World Investors Los Angeles, CA

48.2M
Shares

$2.75 Billion
0.35% of portfolio
Franklin Resources Inc San Mateo, CA

33.1M
Shares

$1.89 Billion
0.43% of portfolio

View Full List

About General Motors Co

Ticker GM
Exchange NYSE
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 1,420,700,032
Market Cap $81B
Description
General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts and accessories in North America, the Asia Pacific, the Middle East, Africa, South America, the United States, and China. The company operates through GM North America, GM International, Cruise, and GM Financial segments. It markets its vehicles prim...

More about GM

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