United Capital Financial 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 | $1.58M | Sell |
32,099
-866
| -3% | -$42.6K | 0.01% | 490 |
|
2025
Q1 | $1.55M | Buy |
32,965
+289
| +0.9% | +$13.6K | 0.01% | 467 |
|
2024
Q4 | $1.74M | Sell |
32,676
-174
| -0.5% | -$9.27K | 0.01% | 445 |
|
2024
Q3 | $1.47M | Buy |
32,850
+1,945
| +6% | +$87.2K | 0.01% | 462 |
|
2024
Q2 | $1.44M | Sell |
30,905
-800
| -3% | -$37.2K | 0.01% | 456 |
|
2024
Q1 | $1.44M | Sell |
31,705
-4,294
| -12% | -$195K | 0.01% | 487 |
|
2023
Q4 | $1.29M | Sell |
35,999
-10,814
| -23% | -$388K | 0.01% | 500 |
|
2023
Q3 | $1.54M | Sell |
46,813
-41,595
| -47% | -$1.37M | 0.01% | 454 |
|
2023
Q2 | $3.41M | Sell |
88,408
-13,943
| -14% | -$538K | 0.02% | 363 |
|
2023
Q1 | $3.75M | Buy |
102,351
+13,686
| +15% | +$502K | 0.02% | 355 |
|
2022
Q4 | $2.98M | Buy |
88,665
+12,046
| +16% | +$405K | 0.02% | 404 |
|
2022
Q3 | $2.46M | Buy |
76,619
+7,768
| +11% | +$249K | 0.01% | 436 |
|
2022
Q2 | $2.19M | Buy |
68,851
+25,552
| +59% | +$812K | 0.01% | 473 |
|
2022
Q1 | $1.89M | Buy |
43,299
+5,323
| +14% | +$233K | 0.01% | 527 |
|
2021
Q4 | $2.23M | Buy |
37,976
+5,425
| +17% | +$318K | 0.01% | 515 |
|
2021
Q3 | $1.72M | Buy |
32,551
+2,514
| +8% | +$133K | 0.01% | 557 |
|
2021
Q2 | $1.78M | Buy |
30,037
+2,654
| +10% | +$157K | 0.01% | 563 |
|
2021
Q1 | $1.57M | Sell |
27,383
-184
| -0.7% | -$10.6K | 0.01% | 555 |
|
2020
Q4 | $1.15M | Sell |
27,567
-5,713
| -17% | -$238K | 0.01% | 639 |
|
2020
Q3 | $985K | Sell |
33,280
-9,894
| -23% | -$293K | 0.01% | 666 |
|
2020
Q2 | $1.09M | Sell |
43,174
-3,531
| -8% | -$89.3K | 0.01% | 634 |
|
2020
Q1 | $971K | Sell |
46,705
-8,772
| -16% | -$182K | 0.01% | 637 |
|
2019
Q4 | $2.03M | Buy |
55,477
+1,944
| +4% | +$71.1K | 0.01% | 601 |
|
2019
Q3 | $2.01M | Sell |
53,533
-58,232
| -52% | -$2.18M | 0.01% | 585 |
|
2019
Q2 | $4.31M | Sell |
111,765
-15,058
| -12% | -$580K | 0.03% | 449 |
|
2019
Q1 | $4.71M | Sell |
126,823
-74,333
| -37% | -$2.76M | 0.03% | 429 |
|
2018
Q4 | $6.73M | Sell |
201,156
-13,069
| -6% | -$437K | 0.05% | 320 |
|
2018
Q3 | $7.21M | Buy |
214,225
+7,802
| +4% | +$263K | 0.05% | 363 |
|
2018
Q2 | $8.13M | Sell |
206,423
-14,532
| -7% | -$573K | 0.06% | 336 |
|
2018
Q1 | $8.03M | Sell |
220,955
-72,327
| -25% | -$2.63M | 0.06% | 335 |
|
2017
Q4 | $12.1M | Sell |
293,282
-25,846
| -8% | -$1.07M | 0.1% | 259 |
|
2017
Q3 | $12.9M | Sell |
319,128
-35,746
| -10% | -$1.44M | 0.11% | 229 |
|
2017
Q2 | $12.4M | Sell |
354,874
-25,539
| -7% | -$892K | 0.11% | 220 |
|
2017
Q1 | $13.5M | Buy |
380,413
+36,973
| +11% | +$1.31M | 0.13% | 188 |
|
2016
Q4 | $12M | Buy |
343,440
+5,348
| +2% | +$186K | 0.12% | 206 |
|
2016
Q3 | $10.7M | Buy |
338,092
+55,742
| +20% | +$1.77M | 0.1% | 231 |
|
2016
Q2 | $7.91M | Buy |
282,350
+166,520
| +144% | +$4.66M | 0.08% | 292 |
|
2016
Q1 | $3.64M | Buy |
115,830
+19,709
| +21% | +$620K | 0.04% | 408 |
|
2015
Q4 | $3.27M | Buy |
96,121
+952
| +1% | +$32.4K | 0.04% | 435 |
|
2015
Q3 | $2.86M | Sell |
95,169
-27,952
| -23% | -$839K | 0.03% | 447 |
|
2015
Q2 | $4.1M | Buy |
123,121
+13,504
| +12% | +$450K | 0.05% | 393 |
|
2015
Q1 | $3.84M | Buy |
109,617
+31,446
| +40% | +$1.1M | 0.05% | 393 |
|
2014
Q4 | $2.73M | Buy |
78,171
+66,653
| +579% | +$2.33M | 0.04% | 390 |
|
2014
Q3 | $368K | Buy |
+11,518
| New | +$368K | 0.01% | 880 |
|
2014
Q2 | – | Sell |
-10,731
| Closed | -$369K | – | 853 |
|
2014
Q1 | $369K | Buy |
+10,731
| New | +$369K | 0.01% | 719 |
|
2013
Q4 | – | Sell |
-10,264
| Closed | -$369K | – | 692 |
|
2013
Q3 | $369K | Buy |
10,264
+507
| +5% | +$18.2K | 0.01% | 515 |
|
2013
Q2 | $325K | Buy |
+9,757
| New | +$325K | 0.01% | 584 |
|