Perennial 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 | $521K | Buy |
+10,590
| New | +$521K | 0.05% | 255 |
|
|
2025
Q1 | – | Sell |
-4,008
| Closed | -$214K | – | 435 |
|
|
2024
Q4 | $214K | Sell |
4,008
-468
| -10% | -$24.9K | 0.03% | 367 |
|
|
2024
Q3 | $201K | Sell |
4,476
-90
| -2% | -$4.04K | 0.03% | 366 |
|
|
2024
Q2 | $212K | Sell |
4,566
-143
| -3% | -$6.64K | 0.03% | 331 |
|
|
2024
Q1 | $214K | Buy |
+4,709
| New | +$214K | 0.03% | 309 |
|
|
2023
Q2 | – | Sell |
-6,782
| Closed | -$249K | – | 338 |
|
|
2023
Q1 | $249K | Sell |
6,782
-12
| -0.2% | -$440 | 0.05% | 263 |
|
|
2022
Q4 | $229K | Sell |
6,794
-1,528
| -18% | -$51.4K | 0.09% | 185 |
|
|
2022
Q3 | $267K | Buy |
8,322
+316
| +4% | +$10.1K | 0.12% | 148 |
|
|
2022
Q2 | $253K | Sell |
8,006
-351
| -4% | -$11.1K | 0.1% | 158 |
|
|
2022
Q1 | $367K | Sell |
8,357
-4,967
| -37% | -$218K | 0.12% | 144 |
|
|
2021
Q4 | $782K | Sell |
13,324
-2,346
| -15% | -$138K | 0.24% | 82 |
|
|
2021
Q3 | $828K | Buy |
15,670
+6,375
| +69% | +$337K | 0.29% | 78 |
|
|
2021
Q2 | $550K | Sell |
9,295
-365
| -4% | -$21.6K | 0.2% | 100 |
|
|
2021
Q1 | $555K | Buy |
+9,660
| New | +$555K | 0.22% | 95 |
|