J.W. Cole 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 | $1.71M | Buy |
34,758
+5,524
| +19% | +$272K | 0.04% | 473 |
|
2025
Q1 | $1.37M | Buy |
29,234
+18,826
| +181% | +$885K | 0.04% | 428 |
|
2024
Q4 | $554K | Sell |
10,408
-1,126
| -10% | -$60K | 0.02% | 576 |
|
2024
Q3 | $517K | Sell |
11,534
-829
| -7% | -$37.2K | 0.02% | 584 |
|
2024
Q2 | $574K | Sell |
12,363
-585
| -5% | -$27.2K | 0.03% | 492 |
|
2024
Q1 | $587K | Buy |
12,948
+1,418
| +12% | +$64.3K | 0.03% | 491 |
|
2023
Q4 | $414K | Sell |
11,530
-892
| -7% | -$32K | 0.02% | 543 |
|
2023
Q3 | $410K | Sell |
12,422
-862
| -6% | -$28.4K | 0.03% | 466 |
|
2023
Q2 | $512K | Buy |
13,284
+83
| +0.6% | +$3.2K | 0.04% | 423 |
|
2023
Q1 | $484K | Sell |
13,201
-267
| -2% | -$9.79K | 0.03% | 456 |
|
2022
Q4 | $453K | Sell |
13,468
-901
| -6% | -$30.3K | 0.03% | 447 |
|
2022
Q3 | $461K | Buy |
14,369
+370
| +3% | +$11.9K | 0.04% | 417 |
|
2022
Q2 | $445K | Sell |
13,999
-1,620
| -10% | -$51.5K | 0.04% | 441 |
|
2022
Q1 | $683K | Sell |
15,619
-2,321
| -13% | -$101K | 0.05% | 368 |
|
2021
Q4 | $1.05M | Sell |
17,940
-399
| -2% | -$23.4K | 0.07% | 289 |
|
2021
Q3 | $966K | Buy |
18,339
+2,235
| +14% | +$118K | 0.07% | 170 |
|
2021
Q2 | $953K | Buy |
16,104
+7,341
| +84% | +$434K | 0.08% | 280 |
|
2021
Q1 | $504K | Buy |
8,763
+3,128
| +56% | +$180K | 0.05% | 386 |
|
2020
Q4 | $235K | Sell |
5,635
-7,867
| -58% | -$328K | 0.02% | 552 |
|
2020
Q3 | $400K | Buy |
13,502
+2,698
| +25% | +$79.9K | 0.03% | 468 |
|
2020
Q2 | $273K | Buy |
+10,804
| New | +$273K | 0.04% | 261 |
|
2020
Q1 | – | Sell |
-18,020
| Closed | -$660K | – | 254 |
|
2019
Q4 | $660K | Buy |
+18,020
| New | +$660K | 0.08% | 253 |
|