Heritage Wealth Advisors’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 | $79.4K | Buy |
1,613
+2
| +0.1% | +$98 | ﹤0.01% | 259 |
|
|
2025
Q1 | $75.8K | Sell |
1,611
-40
| -2% | -$1.88K | ﹤0.01% | 265 |
|
|
2024
Q4 | $87.9K | Buy |
1,651
+9
| +0.5% | +$479 | ﹤0.01% | 263 |
|
|
2024
Q3 | $73.6K | Buy |
1,642
+349
| +27% | +$15.7K | ﹤0.01% | 293 |
|
|
2024
Q2 | $60.1K | Buy |
1,293
+3
| +0.2% | +$139 | ﹤0.01% | 297 |
|
|
2024
Q1 | $58.5K | Buy |
1,290
+4
| +0.3% | +$181 | ﹤0.01% | 312 |
|
|
2023
Q4 | $46.2K | Buy |
1,286
+3
| +0.2% | +$108 | ﹤0.01% | 343 |
|
|
2023
Q3 | $42.3K | Sell |
1,283
-1,693
| -57% | -$55.8K | ﹤0.01% | 313 |
|
|
2023
Q2 | $115K | Buy |
2,976
+7
| +0.2% | +$270 | 0.01% | 245 |
|
|
2023
Q1 | $109K | Buy |
2,969
+7
| +0.2% | +$257 | 0.01% | 252 |
|
|
2022
Q4 | $99.7K | Buy |
2,962
+6
| +0.2% | +$202 | 0.01% | 263 |
|
|
2022
Q3 | $94.9K | Buy |
2,956
+6
| +0.2% | +$193 | 0.01% | 254 |
|
|
2022
Q2 | $94K | Sell |
2,950
-320
| -10% | -$10.2K | 0.01% | 265 |
|
|
2022
Q1 | $143K | Hold |
3,270
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $192K | Hold |
3,270
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $172K | Hold |
3,270
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $193K | Buy |
3,270
+1,440
| +79% | +$85.2K | 0.01% | 204 |
|
|
2021
Q1 | $105K | Buy |
1,830
+1,230
| +205% | +$70.7K | 0.01% | 262 |
|
|
2020
Q4 | $25K | Buy |
600
+350
| +140% | +$14.6K | ﹤0.01% | 387 |
|
|
2020
Q3 | $7.4K | Buy |
+250
| New | +$7.4K | ﹤0.01% | 406 |
|
|
2020
Q1 | – | Sell |
-619
| Closed | -$22.7K | – | 496 |
|
|
2019
Q4 | $22.7K | Buy |
619
+49
| +9% | +$1.79K | ﹤0.01% | 372 |
|
|
2019
Q3 | $21K | Sell |
570
-202
| -26% | -$7.44K | ﹤0.01% | 343 |
|
|
2019
Q2 | $29.7K | Hold |
772
| – | – | ﹤0.01% | 304 |
|
|
2019
Q1 | $28.6K | Hold |
772
| – | – | ﹤0.01% | 270 |
|
|
2018
Q4 | $25K | Hold |
772
| – | – | ﹤0.01% | 247 |
|
|
2018
Q3 | $25K | Buy |
+772
| New | +$25K | ﹤0.01% | 252 |
|