Valeo 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 | $823K | Sell |
16,719
-4,126
| -20% | -$203K | 0.02% | 340 |
|
2025
Q1 | $828K | Sell |
20,845
-93,465
| -82% | -$3.71M | 0.02% | 296 |
|
2024
Q4 | $1.15M | Buy |
114,310
+755
| +0.7% | +$7.58K | 0.03% | 231 |
|
2024
Q3 | $1.09M | Buy |
113,555
+4,454
| +4% | +$42.8K | 0.03% | 240 |
|
2024
Q2 | $921K | Buy |
109,101
+91,657
| +525% | +$774K | 0.03% | 253 |
|
2024
Q1 | $786K | Buy |
17,444
+1,676
| +11% | +$75.6K | 0.03% | 273 |
|
2023
Q4 | $566K | Buy |
15,768
+2,081
| +15% | +$74.8K | 0.02% | 326 |
|
2023
Q3 | $451K | Sell |
13,687
-1,403
| -9% | -$46.3K | 0.02% | 363 |
|
2023
Q2 | $582K | Sell |
15,090
-1,202
| -7% | -$46.3K | 0.03% | 289 |
|
2023
Q1 | $598K | Sell |
16,292
-507
| -3% | -$18.6K | 0.03% | 297 |
|
2022
Q4 | $565K | Buy |
16,799
+4,093
| +32% | +$138K | 0.03% | 260 |
|
2022
Q3 | $408K | Buy |
12,706
+749
| +6% | +$24.1K | 0.03% | 283 |
|
2022
Q2 | $380K | Sell |
11,957
-3,741
| -24% | -$119K | 0.02% | 295 |
|
2022
Q1 | $687K | Buy |
15,698
+3,303
| +27% | +$145K | 0.03% | 251 |
|
2021
Q4 | $727K | Sell |
12,395
-14,039
| -53% | -$823K | 0.04% | 227 |
|
2021
Q3 | $1.39M | Buy |
26,434
+11,442
| +76% | +$603K | 0.08% | 140 |
|
2021
Q2 | $887K | Buy |
14,992
+4,078
| +37% | +$241K | 0.05% | 169 |
|
2021
Q1 | $627K | Buy |
10,914
+3,070
| +39% | +$176K | 0.03% | 232 |
|
2020
Q4 | $327K | Buy |
7,844
+608
| +8% | +$25.3K | 0.02% | 309 |
|
2020
Q3 | $214K | Buy |
7,236
+922
| +15% | +$27.3K | 0.02% | 304 |
|
2020
Q2 | $160K | Buy |
6,314
+2,214
| +54% | +$56.1K | 0.01% | 362 |
|
2020
Q1 | $98K | Buy |
4,100
+885
| +28% | +$21.2K | 0.01% | 422 |
|
2019
Q4 | $118K | Sell |
3,215
-154
| -5% | -$5.65K | 0.01% | 426 |
|
2019
Q3 | $126K | Buy |
3,369
+1,001
| +42% | +$37.4K | 0.01% | 375 |
|
2019
Q2 | $91K | Buy |
2,368
+84
| +4% | +$3.23K | 0.01% | 453 |
|
2019
Q1 | $85K | Sell |
2,284
-27
| -1% | -$1.01K | 0.01% | 437 |
|
2018
Q4 | $77K | Sell |
2,311
-271
| -10% | -$9.03K | 0.01% | 416 |
|
2018
Q3 | $94K | Buy |
2,582
+52
| +2% | +$1.89K | 0.01% | 409 |
|
2018
Q2 | $92K | Sell |
2,530
-865
| -25% | -$31.5K | 0.01% | 411 |
|
2018
Q1 | $123K | Sell |
3,395
-287
| -8% | -$10.4K | 0.02% | 327 |
|
2017
Q4 | $151K | Buy |
3,682
+1,413
| +62% | +$57.9K | 0.02% | 280 |
|
2017
Q3 | $92K | Buy |
+2,269
| New | +$92K | 0.02% | 302 |
|