Morningstar Investment Services’s General Motors GM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$274K Sell
5,820
-4,759
-45% -$224K 0.05% 130
2024
Q4
$564K Sell
10,579
-132,490
-93% -$7.06M 0.05% 130
2024
Q3
$6.65M Sell
143,069
-357
-0.2% -$16.6K 0.07% 140
2024
Q2
$6.54M Sell
143,426
-1,578
-1% -$71.9K 0.07% 134
2024
Q1
$6.47M Sell
145,004
-142,311
-50% -$6.35M 0.07% 133
2023
Q4
$10.4M Buy
287,315
+142,920
+99% +$5.17M 0.06% 137
2023
Q3
$4.79M Buy
144,395
+2,920
+2% +$96.8K 0.06% 137
2023
Q2
$5.4M Buy
141,475
+2,224
+2% +$85K 0.07% 136
2023
Q1
$5M Buy
139,251
+3,044
+2% +$109K 0.07% 133
2022
Q4
$4.7M Buy
136,207
+991
+0.7% +$34.2K 0.06% 131
2022
Q3
$5.17M Buy
135,216
+5,453
+4% +$208K 0.07% 128
2022
Q2
$4.36M Buy
129,763
+12,353
+11% +$415K 0.06% 125
2022
Q1
$5.35M Buy
117,410
+8,258
+8% +$376K 0.06% 135
2021
Q4
$6.39M Buy
109,152
+4,891
+5% +$287K 0.07% 132
2021
Q3
$5.52M Buy
104,261
+1,754
+2% +$92.8K 0.07% 128
2021
Q2
$6.03M Buy
102,507
+3,764
+4% +$221K 0.07% 126
2021
Q1
$5.78M Sell
98,743
-45,317
-31% -$2.65M 0.08% 144
2020
Q4
$6M Sell
144,060
-9,090
-6% -$379K 0.08% 134
2020
Q3
$4.42M Sell
153,150
-9,635
-6% -$278K 0.07% 140
2020
Q2
$4.12M Sell
162,785
-11,621
-7% -$294K 0.07% 142
2020
Q1
$3.72M Sell
174,406
-19,636
-10% -$419K 0.07% 148
2019
Q4
$7.11M Sell
194,042
-8,020
-4% -$294K 0.11% 120
2019
Q3
$7.57M Sell
202,062
-10,147
-5% -$380K 0.13% 116
2019
Q2
$8.18M Sell
212,209
-6,571
-3% -$253K 0.13% 119
2019
Q1
$8.12M Sell
218,780
-8,603
-4% -$319K 0.14% 114
2018
Q4
$7.61M Sell
227,383
-15,502
-6% -$519K 0.15% 111
2018
Q3
$8.18M Sell
242,885
-7,142
-3% -$240K 0.15% 114
2018
Q2
$9.85M Sell
250,027
-7,479
-3% -$295K 0.19% 107
2018
Q1
$9.36M Buy
257,506
+12,066
+5% +$438K 0.18% 110
2017
Q4
$10.1M Sell
245,440
-4,623
-2% -$190K 0.2% 100
2017
Q3
$10.1M Buy
250,063
+6,518
+3% +$263K 0.22% 95
2017
Q2
$8.51M Buy
243,545
+23,843
+11% +$833K 0.2% 99
2017
Q1
$7.77M Buy
219,702
+17,490
+9% +$618K 0.2% 98
2016
Q4
$7.05M Sell
202,212
-13,601
-6% -$474K 0.23% 91
2016
Q3
$6.86M Sell
215,813
-82,300
-28% -$2.61M 0.2% 99
2016
Q2
$8.61M Sell
298,113
-5,009
-2% -$145K 0.27% 91
2016
Q1
$9.53M Buy
303,122
+45,737
+18% +$1.44M 0.33% 80
2015
Q4
$8.75M Buy
257,385
+6
+0% +$204 0.35% 83
2015
Q3
$7.73M Buy
257,379
+21,026
+9% +$631K 0.33% 84
2015
Q2
$7.88M Buy
236,353
+20,787
+10% +$693K 0.34% 85
2015
Q1
$8.08M Buy
215,566
+112,427
+109% +$4.22M 0.35% 83
2014
Q4
$3.6M Buy
103,139
+19,338
+23% +$675K 0.17% 111
2014
Q3
$2.68M Buy
83,801
+9,296
+12% +$297K 0.14% 114
2014
Q2
$2.71M Buy
74,505
+12,568
+20% +$456K 0.16% 111
2014
Q1
$2.13M Buy
61,937
+7,578
+14% +$261K 0.15% 114
2013
Q4
$2.22M Buy
54,359
+10,654
+24% +$435K 0.17% 114
2013
Q3
$1.57M Buy
43,705
+13,992
+47% +$503K 0.14% 122
2013
Q2
$990K Buy
+29,713
New +$990K 0.1% 133