EP Wealth 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 | $471K | Sell |
9,571
-3,253
| -25% | -$160K | ﹤0.01% | 802 |
|
|
2025
Q1 | $603K | Buy |
12,824
+859
| +7% | +$40.4K | ﹤0.01% | 637 |
|
|
2024
Q4 | $637K | Sell |
11,965
-2,200
| -16% | -$117K | 0.01% | 618 |
|
|
2024
Q3 | $635K | Sell |
14,165
-41,081
| -74% | -$1.84M | 0.01% | 617 |
|
|
2024
Q2 | $2.57M | Sell |
55,246
-346,906
| -86% | -$16.1M | 0.03% | 247 |
|
|
2024
Q1 | $18.2M | Sell |
402,152
-45,436
| -10% | -$2.06M | 0.21% | 86 |
|
|
2023
Q4 | $16.1M | Sell |
447,588
-826,986
| -65% | -$29.7M | 0.21% | 86 |
|
|
2023
Q3 | $42M | Buy |
1,274,574
+1,068,474
| +518% | +$35.2M | 0.65% | 39 |
|
|
2023
Q2 | $48.6M | Buy |
206,100
+197,602
| +2,325% | +$46.6M | 0.7% | 33 |
|
|
2023
Q1 | $300K | Sell |
8,498
-1,008,297
| -99% | -$35.6M | 0.01% | 488 |
|
|
2022
Q4 | $34.2M | Buy |
1,016,795
+41,223
| +4% | +$1.39M | 0.62% | 45 |
|
|
2022
Q3 | $31.3M | Buy |
975,572
+130,208
| +15% | +$4.18M | 0.71% | 40 |
|
|
2022
Q2 | $26.8M | Buy |
845,364
+148,924
| +21% | +$4.73M | 0.6% | 44 |
|
|
2022
Q1 | $30.5M | Buy |
696,440
+102,116
| +17% | +$4.47M | 0.67% | 43 |
|
|
2021
Q4 | $34.8M | Buy |
594,324
+134,268
| +29% | +$7.87M | 0.82% | 27 |
|
|
2021
Q3 | $24.3M | Buy |
460,056
+54,011
| +13% | +$2.85M | 0.67% | 41 |
|
|
2021
Q2 | $24M | Buy |
406,045
+40,165
| +11% | +$2.38M | 0.67% | 41 |
|
|
2021
Q1 | $21M | Buy |
365,880
+358,300
| +4,727% | +$20.6M | 0.67% | 41 |
|
|
2020
Q4 | $316K | Buy |
7,580
+73
| +1% | +$3.04K | 0.01% | 335 |
|
|
2020
Q3 | $222K | Sell |
7,507
-2,035
| -21% | -$60.2K | 0.01% | 331 |
|
|
2020
Q2 | $241K | Sell |
9,542
-6,093
| -39% | -$154K | 0.01% | 337 |
|
|
2020
Q1 | $325K | Sell |
15,635
-230
| -1% | -$4.78K | 0.02% | 305 |
|
|
2019
Q4 | $581K | Buy |
15,865
+769
| +5% | +$28.2K | 0.02% | 261 |
|
|
2019
Q3 | $566K | Buy |
15,096
+1,543
| +11% | +$57.9K | 0.03% | 217 |
|
|
2019
Q2 | $522K | Buy |
+13,553
| New | +$522K | 0.03% | 192 |
|