Herold 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 | $280K | Buy |
5,700
+400
| +8% | +$19.7K | 0.06% | 254 |
|
|
2025
Q1 | $249K | Hold |
5,300
| – | – | 0.05% | 244 |
|
|
2024
Q4 | $282K | Hold |
5,300
| – | – | 0.06% | 227 |
|
|
2024
Q3 | $238K | Hold |
5,300
| – | – | 0.05% | 243 |
|
|
2024
Q2 | $246K | Hold |
5,300
| – | – | 0.06% | 234 |
|
|
2024
Q1 | $240K | Buy |
+5,300
| New | +$240K | 0.06% | 237 |
|
|
2023
Q4 | – | Sell |
-6,300
| Closed | -$208K | – | 257 |
|
|
2023
Q3 | $208K | Hold |
6,300
| – | – | 0.06% | 232 |
|
|
2023
Q2 | $243K | Hold |
6,300
| – | – | 0.07% | 214 |
|
|
2023
Q1 | $231K | Buy |
+6,300
| New | +$231K | 0.08% | 207 |
|
|
2022
Q2 | – | Sell |
-1,715
| Closed | -$75K | – | 365 |
|
|
2022
Q1 | $75K | Buy |
+1,715
| New | +$75K | 0.03% | 313 |
|
|
2021
Q4 | – | Sell |
-3,630
| Closed | -$191K | – | 357 |
|
|
2021
Q3 | $191K | Buy |
+3,630
| New | +$191K | 0.07% | 205 |
|