Evermay Wealth Management’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 | $84.2K | Buy |
1,710
+278
| +19% | +$13.7K | 0.01% | 281 |
|
|
2025
Q1 | $67.3K | Sell |
1,432
-100
| -7% | -$4.7K | 0.01% | 298 |
|
|
2024
Q4 | $81.6K | Sell |
1,532
-218
| -12% | -$11.6K | 0.01% | 273 |
|
|
2024
Q3 | $78.5K | Sell |
1,750
-150
| -8% | -$6.73K | 0.01% | 292 |
|
|
2024
Q2 | $88.3K | Sell |
1,900
-125
| -6% | -$5.81K | 0.01% | 279 |
|
|
2024
Q1 | $91.8K | Sell |
2,025
-12
| -0.6% | -$544 | 0.01% | 287 |
|
|
2023
Q4 | $73.2K | Buy |
2,037
+7
| +0.3% | +$251 | 0.01% | 289 |
|
|
2023
Q3 | $66.9K | Sell |
2,030
-100
| -5% | -$3.3K | 0.01% | 274 |
|
|
2023
Q2 | $82.1K | Sell |
2,130
-50
| -2% | -$1.93K | 0.02% | 257 |
|
|
2023
Q1 | $80K | Hold |
2,180
| – | – | 0.02% | 257 |
|
|
2022
Q4 | $73.3K | Buy |
2,180
+5
| +0.2% | +$168 | 0.01% | 257 |
|
|
2022
Q3 | $70K | Sell |
2,175
-250
| -10% | -$8.05K | 0.01% | 251 |
|
|
2022
Q2 | $77K | Sell |
2,425
-5,428
| -69% | -$172K | 0.01% | 238 |
|
|
2022
Q1 | $343K | Buy |
7,853
+258
| +3% | +$11.3K | 0.06% | 141 |
|
|
2021
Q4 | $445K | Sell |
7,595
-4
| -0.1% | -$234 | 0.08% | 104 |
|
|
2021
Q3 | $401K | Sell |
7,599
-73
| -1% | -$3.85K | 0.08% | 103 |
|
|
2021
Q2 | $454K | Buy |
7,672
+100
| +1% | +$5.92K | 0.08% | 103 |
|
|
2021
Q1 | $435K | Buy |
7,572
+65
| +0.9% | +$3.73K | 0.09% | 100 |
|
|
2020
Q4 | $313K | Buy |
7,507
+50
| +0.7% | +$2.09K | 0.07% | 131 |
|
|
2020
Q3 | $221K | Buy |
+7,457
| New | +$221K | 0.05% | 148 |
|
|
2020
Q2 | – | Sell |
-18,477
| Closed | -$384K | – | 154 |
|
|
2020
Q1 | $384K | Sell |
18,477
-4,610
| -20% | -$95.8K | 0.12% | 88 |
|
|
2019
Q4 | $845K | Buy |
23,087
+2,217
| +11% | +$81.1K | 0.21% | 53 |
|
|
2019
Q3 | $782K | Sell |
20,870
-1,176
| -5% | -$44.1K | 0.21% | 51 |
|
|
2019
Q2 | $849K | Sell |
22,046
-2,890
| -12% | -$111K | 0.24% | 48 |
|
|
2019
Q1 | $925K | Buy |
24,936
+2,500
| +11% | +$92.7K | 0.26% | 45 |
|
|
2018
Q4 | $750K | Sell |
22,436
-1,830
| -8% | -$61.2K | 0.24% | 45 |
|
|
2018
Q3 | $817K | Buy |
24,266
+575
| +2% | +$19.4K | 0.26% | 42 |
|
|
2018
Q2 | $933K | Buy |
23,691
+237
| +1% | +$9.33K | 0.31% | 38 |
|
|
2018
Q1 | $852K | Sell |
23,454
-260
| -1% | -$9.45K | 0.29% | 42 |
|
|
2017
Q4 | $972K | Buy |
23,714
+10,471
| +79% | +$429K | 0.36% | 36 |
|
|
2017
Q3 | $535K | Hold |
13,243
| – | – | 0.23% | 40 |
|
|
2017
Q2 | $463K | Sell |
13,243
-1,333
| -9% | -$46.6K | 0.21% | 41 |
|
|
2017
Q1 | $515K | Buy |
14,576
+4,635
| +47% | +$164K | 0.23% | 40 |
|
|
2016
Q4 | $346K | Sell |
9,941
-280
| -3% | -$9.75K | 0.17% | 47 |
|
|
2016
Q3 | $325K | Buy |
10,221
+300
| +3% | +$9.54K | 0.16% | 49 |
|
|
2016
Q2 | $281K | Buy |
9,921
+670
| +7% | +$19K | 0.15% | 56 |
|
|
2016
Q1 | $291K | Buy |
9,251
+2,105
| +29% | +$66.2K | 0.16% | 53 |
|
|
2015
Q4 | $243K | Buy |
+7,146
| New | +$243K | 0.14% | 65 |
|