Balanced Rock Investment Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
10,623
+810
| +8% | +$39.9K | 0.41% | 55 |
|
|
2025
Q1 | $462K | Sell |
9,813
-36
| -0.4% | -$1.69K | 0.37% | 52 |
|
|
2024
Q4 | $525K | Sell |
9,849
-2,047
| -17% | -$109K | 0.42% | 45 |
|
|
2024
Q3 | $533K | Sell |
11,896
-545
| -4% | -$24.4K | 0.42% | 45 |
|
|
2024
Q2 | $578K | Sell |
12,441
-256
| -2% | -$11.9K | 0.49% | 41 |
|
|
2024
Q1 | $576K | Sell |
12,697
-2,442
| -16% | -$111K | 0.49% | 42 |
|
|
2023
Q4 | $544K | Buy |
+15,139
| New | +$544K | 0.48% | 53 |
|