Evercore 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
Q4 | – | Sell |
-17,763
| Closed | -$570K | – | 400 |
|
|
2022
Q3 | $570K | Sell |
17,763
-3,673
| -17% | -$135K | 0.01% | 247 |
|
|
2022
Q2 | $681K | Buy |
21,436
+1,000
| +5% | +$37.5K | 0.01% | 241 |
|
|
2022
Q1 | $894K | Buy |
20,436
+11,575
| +131% | +$578K | 0.02% | 236 |
|
|
2021
Q4 | $520K | Buy |
8,861
+3,000
| +51% | +$175K | 0.01% | 278 |
|
|
2021
Q3 | $309K | Buy |
5,861
+100
| +2% | +$5.32K | 0.01% | 357 |
|
|
2021
Q2 | $341K | Buy |
+5,761
| New | +$339K | 0.01% | 344 |
|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$123K | – | 516 |
|
|
2017
Q4 | $123K | Sell |
3,000
-600
| -17% | -$26K | ﹤0.01% | 430 |
|
|
2017
Q3 | $146K | Buy |
3,600
+600
| +20% | +$21.9K | 0.01% | 405 |
|
|
2017
Q2 | $105K | Sell |
3,000
-9,325
| -76% | -$317K | ﹤0.01% | 458 |
|
|
2017
Q1 | $436K | Buy |
12,325
+6,431
| +109% | +$235K | 0.02% | 278 |
|
|
2016
Q4 | $205K | Sell |
5,894
-2,047
| -26% | -$68.8K | 0.01% | 361 |
|
|
2016
Q3 | $252K | Sell |
7,941
-1,625
| -17% | -$50.8K | 0.01% | 334 |
|
|
2016
Q2 | $270K | Buy |
9,566
+861
| +10% | +$26.1K | 0.01% | 315 |
|
|
2016
Q1 | $273K | Buy |
8,705
+1,253
| +17% | +$37.7K | 0.01% | 310 |
|
|
2015
Q4 | $253K | Buy |
7,452
+135
| +2% | +$4.69K | 0.01% | 336 |
|
|
2015
Q3 | $221K | Hold |
7,317
| – | – | 0.01% | 366 |
|
|
2015
Q2 | $242K | Sell |
7,317
-21
| -0.3% | -$749 | 0.01% | 389 |
|
|
2015
Q1 | $275K | Buy |
7,338
+171
| +2% | +$6.22K | 0.01% | 369 |
|
|
2014
Q4 | $251K | Buy |
7,167
+1
| +0% | +$32 | 0.01% | 324 |
|
|
2014
Q3 | $229K | Hold |
7,166
| – | – | 0.01% | 372 |
|
|
2014
Q2 | $259K | Sell |
7,166
-2,386
| -25% | -$83.2K | 0.01% | 353 |
|
|
2014
Q1 | $328K | Buy |
9,552
+6,287
| +193% | +$231K | 0.02% | 309 |
|
|
2013
Q4 | $133K | Buy |
3,265
+703
| +27% | +$26.6K | 0.01% | 416 |
|
|
2013
Q3 | $93K | Sell |
2,562
-19,914
| -89% | -$714K | 0.01% | 497 |
|
|
2013
Q2 | $748K | Buy |
+22,476
| New | +$712K | 0.04% | 235 |
|
Other funds holding GM
