EFS
Essex Financial Services’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
5,042
-910
| -15% | -$44.8K | 0.02% | 598 |
|
|
2025
Q1 | $280K | Buy |
5,952
+1,159
| +24% | +$54.5K | 0.02% | 511 |
|
|
2024
Q4 | $255K | Buy |
4,793
+454
| +10% | +$24.2K | 0.02% | 532 |
|
|
2024
Q3 | $233K | Sell |
4,339
-1,308
| -23% | -$70.3K | 0.02% | 556 |
|
|
2024
Q2 | $241K | Buy |
+5,647
| New | +$241K | 0.02% | 536 |
|
|
2022
Q2 | – | Sell |
-5,042
| Closed | -$221K | – | 496 |
|
|
2022
Q1 | $221K | Sell |
5,042
-484
| -9% | -$21.2K | 0.02% | 446 |
|
|
2021
Q4 | $324K | Buy |
5,526
+480
| +10% | +$28.1K | 0.03% | 358 |
|
|
2021
Q3 | $266K | Buy |
5,046
+674
| +15% | +$35.5K | 0.03% | 369 |
|
|
2021
Q2 | $259K | Buy |
+4,372
| New | +$259K | 0.04% | 363 |
|
|
2019
Q3 | – | Sell |
-5,864
| Closed | -$226K | – | 256 |
|
|
2019
Q2 | $226K | Sell |
5,864
-65
| -1% | -$2.51K | 0.07% | 214 |
|
|
2019
Q1 | $220K | Buy |
+5,929
| New | +$220K | 0.07% | 208 |
|
|
2018
Q4 | – | Sell |
-9,709
| Closed | -$327K | – | 265 |
|
|
2018
Q3 | $327K | Buy |
9,709
+802
| +9% | +$27K | 0.07% | 207 |
|
|
2018
Q2 | $351K | Buy |
8,907
+78
| +0.9% | +$3.07K | 0.08% | 192 |
|
|
2018
Q1 | $321K | Sell |
8,829
-161
| -2% | -$5.85K | 0.06% | 254 |
|
|
2017
Q4 | $369K | Sell |
8,990
-425
| -5% | -$17.4K | 0.09% | 187 |
|
|
2017
Q3 | $380K | Sell |
9,415
-210
| -2% | -$8.48K | 0.09% | 182 |
|
|
2017
Q2 | $336K | Buy |
9,625
+3,450
| +56% | +$120K | 0.07% | 247 |
|
|
2017
Q1 | $218K | Sell |
6,175
-4,750
| -43% | -$168K | 0.05% | 296 |
|
|
2016
Q4 | $381K | Hold |
10,925
| – | – | 0.08% | 219 |
|
|
2016
Q3 | $347K | Sell |
10,925
-800
| -7% | -$25.4K | 0.08% | 219 |
|
|
2016
Q2 | $332K | Buy |
11,725
+322
| +3% | +$9.12K | 0.08% | 226 |
|
|
2016
Q1 | $358K | Buy |
11,403
+1,675
| +17% | +$52.6K | 0.09% | 211 |
|
|
2015
Q4 | $331K | Buy |
+9,728
| New | +$331K | 0.08% | 219 |
|