Mount Yale 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 | $14.5K | Buy |
+294
| New | +$14.5K | ﹤0.01% | 1091 |
|
|
2022
Q3 | – | Sell |
-7,554
| Closed | -$240K | – | 457 |
|
|
2022
Q2 | $240K | Sell |
7,554
-5,574
| -42% | -$177K | 0.03% | 408 |
|
|
2022
Q1 | $574K | Sell |
13,128
-4,266
| -25% | -$187K | 0.06% | 283 |
|
|
2021
Q4 | $1.02M | Buy |
+17,394
| New | +$1.02M | 0.11% | 197 |
|
|
2020
Q2 | – | Sell |
-238,575
| Closed | -$4.96M | – | 344 |
|
|
2020
Q1 | $4.96M | Buy |
238,575
+3,452
| +1% | +$71.7K | 1.12% | 18 |
|
|
2019
Q4 | $7.85M | Buy |
235,123
+218,029
| +1,275% | +$7.28M | 1.36% | 12 |
|
|
2019
Q3 | $660K | Sell |
17,094
-187
| -1% | -$7.22K | 0.12% | 150 |
|
|
2019
Q2 | $681K | Sell |
17,281
-610
| -3% | -$24K | 0.13% | 140 |
|
|
2019
Q1 | $664K | Sell |
17,891
-347
| -2% | -$12.9K | 0.12% | 137 |
|
|
2018
Q4 | $705K | Sell |
18,238
-638
| -3% | -$24.7K | 0.14% | 136 |
|
|
2018
Q3 | $696K | Buy |
18,876
+2,397
| +15% | +$88.4K | 0.12% | 138 |
|
|
2018
Q2 | $649K | Sell |
16,479
-82
| -0.5% | -$3.23K | 0.12% | 148 |
|
|
2018
Q1 | $602K | Buy |
+16,561
| New | +$602K | 0.13% | 145 |
|