EP Wealth Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
|
|||||
|
2025
Q1 | $603K | Buy |
|
|||||
|
2024
Q4 | $637K | Sell |
|
|||||
|
2024
Q3 | $635K | Sell |
|
|||||
|
2024
Q2 | $2.57M | Sell |
|
|||||
|
2024
Q1 | $18.2M | Sell |
|
|||||
|
2023
Q4 | $16.1M | Sell |
|
|||||
|
2023
Q3 | $42M | Buy |
|
|||||
|
2023
Q2 | $48.6M | Buy |
|
|||||
|
2023
Q1 | $300K | Sell |
|
|||||
|
2022
Q4 | $34.2M | Buy |
|
|||||
|
2022
Q3 | $31.3M | Buy |
|
|||||
|
2022
Q2 | $26.8M | Buy |
|
|||||
|
2022
Q1 | $30.5M | Buy |
|
|||||
|
2021
Q4 | $34.8M | Buy |
|
|||||
|
2021
Q3 | $24.3M | Buy |
|
|||||
|
2021
Q2 | $24M | Buy |
|
|||||
|
2021
Q1 | $21M | Buy |
|
|||||
|
2020
Q4 | $316K | Buy |
|
|||||
|
2020
Q3 | $222K | Sell |
|
|||||
|
2020
Q2 | $241K | Sell |
|
|||||
|
2020
Q1 | $325K | Sell |
|
|||||
|
2019
Q4 | $581K | Buy |
|
|||||
|
2019
Q3 | $566K | Buy |
|
|||||
|
2019
Q2 | $522K | Buy |
|