Beaton Management Company’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 | $220K | Sell |
4,480
-200
| -4% | -$9.82K | 0.11% | 130 |
|
|
2025
Q1 | $220K | Hold |
4,680
| – | – | 0.11% | 130 |
|
|
2024
Q4 | $249K | Hold |
4,680
| – | – | 0.13% | 121 |
|
|
2024
Q3 | $210K | Hold |
4,680
| – | – | 0.11% | 134 |
|
|
2024
Q2 | $217K | Buy |
+4,680
| New | +$217K | 0.12% | 127 |
|
|
2023
Q3 | – | Sell |
-5,413
| Closed | -$209K | – | 131 |
|
|
2023
Q2 | $209K | Buy |
+5,413
| New | +$209K | 0.13% | 128 |
|
|
2022
Q3 | – | Sell |
-6,513
| Closed | -$207K | – | 128 |
|
|
2022
Q2 | $207K | Hold |
6,513
| – | – | 0.15% | 124 |
|
|
2022
Q1 | $285K | Buy |
6,513
+450
| +7% | +$19.7K | 0.18% | 113 |
|
|
2021
Q4 | $355K | Hold |
6,063
| – | – | 0.21% | 101 |
|
|
2021
Q3 | $320K | Buy |
6,063
+770
| +15% | +$40.6K | 0.21% | 97 |
|
|
2021
Q2 | $313K | Hold |
5,293
| – | – | 0.2% | 105 |
|
|
2021
Q1 | $304K | Hold |
5,293
| – | – | 0.21% | 103 |
|
|
2020
Q4 | $220K | Buy |
+5,293
| New | +$220K | 0.16% | 123 |
|
|
2019
Q3 | – | Sell |
-5,297
| Closed | -$204K | – | 121 |
|
|
2019
Q2 | $204K | Buy |
+5,297
| New | +$204K | 0.17% | 114 |
|
|
2018
Q4 | – | Sell |
-5,297
| Closed | -$178K | – | 115 |
|
|
2018
Q3 | $178K | Hold |
5,297
| – | – | 0.15% | 124 |
|
|
2018
Q2 | $209K | Buy |
5,297
+167
| +3% | +$6.59K | 0.19% | 114 |
|
|
2018
Q1 | $186K | Hold |
5,130
| – | – | 0.17% | 113 |
|
|
2017
Q4 | $210K | Sell |
5,130
-170
| -3% | -$6.96K | 0.19% | 111 |
|
|
2017
Q3 | $214K | Buy |
+5,300
| New | +$214K | 0.2% | 106 |
|