Gladstone Institutional Advisory’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,807
| Closed | -$789K | – | 731 |
|
|
2024
Q4 | $789K | Buy |
14,807
+657
| +5% | +$35K | 0.04% | 371 |
|
|
2024
Q3 | $635K | Buy |
14,150
+478
| +3% | +$21.4K | 0.03% | 397 |
|
|
2024
Q2 | $635K | Buy |
13,672
+8,471
| +163% | +$394K | 0.03% | 376 |
|
|
2024
Q1 | $236K | Sell |
5,201
-855
| -14% | -$38.8K | 0.01% | 578 |
|
|
2023
Q4 | $218K | Buy |
+6,056
| New | +$218K | 0.01% | 609 |
|
|
2022
Q2 | – | Sell |
-8,809
| Closed | -$385K | – | 685 |
|
|
2022
Q1 | $385K | Buy |
8,809
+3,167
| +56% | +$138K | 0.03% | 487 |
|
|
2021
Q4 | $331K | Buy |
+5,642
| New | +$331K | 0.03% | 450 |
|
|
2021
Q3 | – | Sell |
-3,855
| Closed | -$228K | – | 571 |
|
|
2021
Q2 | $228K | Sell |
3,855
-17,791
| -82% | -$1.05M | 0.03% | 461 |
|
|
2021
Q1 | $1.24M | Buy |
+21,646
| New | +$1.24M | 0.19% | 118 |
|
|
2019
Q4 | – | Sell |
-5,894
| Closed | -$221K | – | 278 |
|
|
2019
Q3 | $221K | Sell |
5,894
-433
| -7% | -$16.2K | 0.06% | 254 |
|
|
2019
Q2 | $244K | Buy |
+6,327
| New | +$244K | 0.07% | 226 |
|