Edge Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-619
| Closed | -$36K | – | 239 |
|
|
2021
Q4 | $36K | Buy |
619
+531
| +603% | +$31K | 0.01% | 198 |
|
|
2021
Q3 | $5K | Buy |
+88
| New | +$4.68K | ﹤0.01% | 347 |
|
|
2021
Q1 | – | Sell |
-1,016
| Closed | -$42K | – | 442 |
|
|
2020
Q4 | $42K | Buy |
1,016
+1,000
| +6,250% | +$38.9K | 0.01% | 199 |
|
|
2020
Q3 | $1K | Sell |
16
-304
| -95% | -$8.54K | ﹤0.01% | 405 |
|
|
2020
Q2 | $8K | Hold |
320
| – | – | ﹤0.01% | 491 |
|
|
2020
Q1 | $7K | Sell |
320
-40
| -11% | -$1.22K | ﹤0.01% | 430 |
|
|
2019
Q4 | $13K | Hold |
360
| – | – | ﹤0.01% | 392 |
|
|
2019
Q3 | $13K | Sell |
360
-28,366
| -99% | -$1.09M | ﹤0.01% | 378 |
|
|
2019
Q2 | $1.11M | Buy |
28,726
+11
| +0% | +$412 | 0.25% | 64 |
|
|
2019
Q1 | $1.07M | Hold |
28,715
| – | – | 0.26% | 63 |
|
|
2018
Q4 | $961K | Buy |
28,715
+150
| +0.5% | +$5.18K | 0.27% | 55 |
|
|
2018
Q3 | $962K | Buy |
28,565
+1
| +0% | +$37 | 0.23% | 66 |
|
|
2018
Q2 | $1.13M | Buy |
28,564
+150
| +0.5% | +$5.91K | 0.29% | 53 |
|
|
2018
Q1 | $1.03M | Buy |
28,414
+1
| +0% | +$41 | 0.27% | 60 |
|
|
2017
Q4 | $1.17M | Hold |
28,413
| – | – | 0.33% | 51 |
|
|
2017
Q3 | $1.15M | Hold |
28,413
| – | – | 0.35% | 45 |
|
|
2017
Q2 | $995K | Buy |
28,413
+1
| +0% | +$34 | 0.31% | 52 |
|
|
2017
Q1 | $1.01M | Sell |
28,412
-32
| -0.1% | -$1.17K | 0.35% | 46 |
|
|
2016
Q4 | $989K | Sell |
28,444
-54
| -0.2% | -$1.81K | 0.37% | 51 |
|
|
2016
Q3 | $905K | Buy |
28,498
+10
| +0% | +$312 | 0.38% | 50 |
|
|
2016
Q2 | $806K | Hold |
28,488
| – | – | 0.34% | 53 |
|
|
2016
Q1 | $895K | Sell |
28,488
-83,562
| -75% | -$2.51M | 0.41% | 46 |
|
|
2015
Q4 | $3.83M | Sell |
112,050
-189,190
| -63% | -$6.57M | 1.45% | 27 |
|
|
2015
Q3 | $8.9M | Buy |
301,240
+217,218
| +259% | +$6.65M | 3.35% | 9 |
|
|
2015
Q2 | $2.8M | Buy |
84,022
+22,760
| +37% | +$812K | 0.96% | 32 |
|
|
2015
Q1 | $2.31M | Sell |
61,262
-9,666
| -14% | -$352K | 0.77% | 36 |
|
|
2014
Q4 | $2.48M | Buy |
70,928
+70,869
| +120,117% | +$2.26M | 0.91% | 28 |
|
|
2014
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 376 |
|
|
2014
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 353 |
|
|
2014
Q1 | $2K | Sell |
59
-1,450
| -96% | -$53.2K | ﹤0.01% | 364 |
|
|
2013
Q4 | $62K | Buy |
1,509
+8
| +0.5% | +$302 | 0.03% | 153 |
|
|
2013
Q3 | $54K | Hold |
1,501
| – | – | 0.03% | 142 |
|
|
2013
Q2 | $50K | Buy |
+1,501
| New | +$47.5K | 0.03% | 130 |
|
Other funds holding GM
Edge Wealth Management's GM Position: Q1 2022 in Review
Edge Wealth Management sold out of General Motors (GM) in Q1 2022, closing a stake of 619 shares — an estimated $36K sold.
Edge Wealth Management first reported a position in GM in Q2 2013 and held it in 33 quarters. The position peaked at $8.9M in Q3 2015. 1,341 funds tracked by Wall St. Rank hold GM as of Q1 2022.
- Edge Wealth Management reported no remaining General Motors position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 619 General Motors shares in Q1 2022, an estimated $36K.
- Edge Wealth Management first reported a position in General Motors in Q2 2013 and held it in 33 quarters.
- Edge Wealth Management's General Motors position peaked at $8.9M in Q3 2015.
- 1,341 funds tracked by Wall St. Rank held General Motors as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.