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