Moneta Group Investment 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 | $399K | Buy |
8,101
+551
| +7% | +$27.1K | ﹤0.01% | 495 |
|
|
2025
Q1 | $355K | Sell |
7,550
-3,596
| -32% | -$169K | ﹤0.01% | 492 |
|
|
2024
Q4 | $594K | Sell |
11,146
-217
| -2% | -$11.6K | 0.01% | 371 |
|
|
2024
Q3 | $510K | Sell |
11,363
-711
| -6% | -$31.9K | 0.01% | 399 |
|
|
2024
Q2 | $561K | Buy |
12,074
+1,320
| +12% | +$61.3K | 0.01% | 364 |
|
|
2024
Q1 | $488K | Buy |
10,754
+2,817
| +35% | +$128K | 0.01% | 379 |
|
|
2023
Q4 | $285K | Buy |
+7,937
| New | +$285K | 0.01% | 455 |
|
|
2023
Q3 | – | Sell |
-6,746
| Closed | -$260K | – | 547 |
|
|
2023
Q2 | $260K | Buy |
+6,746
| New | +$260K | 0.01% | 450 |
|
|
2022
Q1 | – | Sell |
-4,571
| Closed | -$268K | – | 462 |
|
|
2021
Q4 | $268K | Buy |
+4,571
| New | +$268K | 0.01% | 398 |
|
|
2021
Q2 | – | Sell |
-3,829
| Closed | -$220K | – | 453 |
|
|
2021
Q1 | $220K | Buy |
+3,829
| New | +$220K | 0.01% | 391 |
|
|
2018
Q2 | – | Sell |
-38
| Closed | -$1K | – | 478 |
|
|
2018
Q1 | $1K | Buy |
38
+24
| +171% | +$632 | ﹤0.01% | 570 |
|
|
2017
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 412 |
|
|
2015
Q4 | – | Sell |
-125
| Closed | -$4K | – | 247 |
|
|
2015
Q3 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 491 |
|