Claro 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 | $298K | Sell |
6,046
-7,896
| -57% | -$389K | 0.05% | 296 |
|
|
2025
Q1 | $656K | Buy |
13,942
+6,244
| +81% | +$294K | 0.09% | 210 |
|
|
2024
Q4 | $410K | Sell |
7,698
-1,933
| -20% | -$103K | 0.06% | 285 |
|
|
2024
Q3 | $432K | Buy |
9,631
+1,478
| +18% | +$66.3K | 0.06% | 291 |
|
|
2024
Q2 | $379K | Buy |
8,153
+969
| +13% | +$45K | 0.06% | 279 |
|
|
2024
Q1 | $326K | Buy |
7,184
+1,057
| +17% | +$47.9K | 0.06% | 307 |
|
|
2023
Q4 | $220K | Sell |
6,127
-1,088
| -15% | -$39.1K | 0.05% | 361 |
|
|
2023
Q3 | $238K | Buy |
7,215
+1,214
| +20% | +$40K | 0.06% | 313 |
|
|
2023
Q2 | $231K | Sell |
6,001
-3
| -0% | -$116 | 0.06% | 315 |
|
|
2023
Q1 | $220K | Buy |
+6,004
| New | +$220K | 0.06% | 302 |
|
|
2022
Q4 | – | Sell |
-7,665
| Closed | -$243K | – | 337 |
|
|
2022
Q3 | $243K | Hold |
7,665
| – | – | 0.1% | 223 |
|
|
2022
Q2 | $243K | Buy |
7,665
+1,638
| +27% | +$51.9K | 0.1% | 223 |
|
|
2022
Q1 | $353K | Hold |
6,027
| – | – | 0.13% | 177 |
|
|
2021
Q4 | $353K | Buy |
6,027
+3
| +0% | +$176 | 0.13% | 177 |
|
|
2021
Q3 | $318K | Sell |
6,024
-569
| -9% | -$30K | 0.13% | 175 |
|
|
2021
Q2 | $390K | Buy |
6,593
+180
| +3% | +$10.6K | 0.18% | 149 |
|
|
2021
Q1 | $368K | Buy |
6,413
+1,216
| +23% | +$69.8K | 0.19% | 140 |
|
|
2020
Q4 | $216K | Buy |
+5,197
| New | +$216K | 0.11% | 193 |
|
|
2020
Q1 | – | Sell |
-5,853
| Closed | -$214K | – | 168 |
|
|
2019
Q4 | $214K | Buy |
+5,853
| New | +$214K | 0.16% | 154 |
|
|
2019
Q1 | – | Sell |
-5,803
| Closed | -$195K | – | 465 |
|
|
2018
Q4 | $195K | Buy |
+5,803
| New | +$195K | 0.16% | 137 |
|