Paradigm Financial Advisors’s General Motors GM Stock Holding History

Paradigm Financial Advisors’s Portfolio GM Stock Details GM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$743K	Buy	+12,673	New	+$740K	0.16%	96
2017 Q3	–	Sell	-7,462	Closed	-$261K	–	111
2017 Q2	$261K	Buy	7,462 +755	+11%	+$25.6K	0.13%	87
2017 Q1	$237K	Sell	6,707 -196	-3%	-$7.17K	0.12%	95
2016 Q4	$240K	Sell	6,903 -1,500	-18%	-$50.4K	0.13%	91
2016 Q3	$266K	Sell	8,403 -7,913	-48%	-$247K	0.16%	77
2016 Q2	$461K	Hold	16,316	–	–	0.28%	57
2016 Q1	$512K	Sell	16,316 -1,195	-7%	-$35.9K	0.2%	52
2015 Q4	$595K	Buy	17,511 +655	+4%	+$22.8K	0.37%	46
2015 Q3	$506K	Buy	16,856 +3,929	+30%	+$120K	0.33%	53
2015 Q2	$430K	Buy	12,927 +204	+2%	+$7.28K	0.32%	57
2015 Q1	$477K	Buy	12,723 +400	+3%	+$14.5K	0.37%	52
2014 Q4	$430K	Buy	12,323 +1,498	+14%	+$47.8K	0.35%	55
2014 Q3	$345K	Buy	10,825 +2,910	+37%	+$101K	0.29%	66
2014 Q2	$287K	Buy	7,915 +6,345	+404%	+$221K	0.24%	69
2014 Q1	$54K	Hold	1,570	–	–	0.05%	115
2013 Q4	$64K	Buy	+1,570	New	+$59.3K	0.06%	119

Other funds holding GM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return