Octavia Wealth 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
Q1 | – | Sell |
-3,806
| Closed | -$203K | – | 233 |
|
|
2024
Q4 | $203K | Buy |
+3,806
| New | +$203K | 0.02% | 213 |
|
|
2022
Q2 | – | Sell |
-6,469
| Closed | -$283K | – | 172 |
|
|
2022
Q1 | $283K | Buy |
6,469
+1,254
| +24% | +$54.9K | 0.06% | 146 |
|
|
2021
Q4 | $306K | Buy |
+5,215
| New | +$306K | 0.07% | 147 |
|
|
2021
Q3 | – | Sell |
-3,539
| Closed | -$209K | – | 186 |
|
|
2021
Q2 | $209K | Buy |
+3,539
| New | +$209K | 0.06% | 159 |
|