Everhart Financial Group’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 | $425K | Buy |
8,643
+486
| +6% | +$23.9K | 0.05% | 246 |
|
2025
Q1 | $384K | Buy |
8,157
+1,238
| +18% | +$58.2K | 0.05% | 245 |
|
2024
Q4 | $369K | Buy |
6,919
+13
| +0.2% | +$693 | 0.08% | 235 |
|
2024
Q3 | $310K | Buy |
6,906
+882
| +15% | +$39.5K | 0.07% | 259 |
|
2024
Q2 | $280K | Buy |
6,024
+1,377
| +30% | +$64K | 0.07% | 232 |
|
2024
Q1 | $211K | Buy |
+4,647
| New | +$211K | 0.06% | 259 |
|
2022
Q4 | – | Sell |
-7,516
| Closed | -$241K | – | 206 |
|
2022
Q3 | $241K | Buy |
+7,516
| New | +$241K | 0.13% | 157 |
|