Waldron Private Wealth’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,890
| Closed | -$367K | – | 349 |
|
|
2024
Q4 | $367K | Buy |
6,890
+53
| +0.8% | +$2.78K | 0.01% | 300 |
|
|
2024
Q3 | $307K | Sell |
6,837
-407
| -6% | -$18.9K | 0.01% | 324 |
|
|
2024
Q2 | $337K | Buy |
7,244
+19
| +0.3% | +$858 | 0.02% | 292 |
|
|
2024
Q1 | $328K | Buy |
7,225
+347
| +5% | +$13.4K | 0.01% | 297 |
|
|
2023
Q4 | $247K | Buy |
+6,878
| New | +$213K | 0.01% | 350 |
|
|
2023
Q3 | – | Sell |
-5,333
| Closed | -$206K | – | 390 |
|
|
2023
Q2 | $206K | Sell |
5,333
-1,164
| -18% | -$40.3K | 0.01% | 355 |
|
|
2023
Q1 | $238K | Sell |
6,497
-11,957
| -65% | -$452K | 0.01% | 362 |
|
|
2022
Q4 | $592K | Hold |
18,454
| – | – | 0.04% | 218 |
|
|
2022
Q3 | $592K | Buy |
18,454
+692
| +4% | +$25.4K | 0.04% | 218 |
|
|
2022
Q2 | $564K | Buy |
17,762
+225
| +1% | +$8.44K | 0.03% | 232 |
|
|
2022
Q1 | $767K | Buy |
17,537
+293
| +2% | +$14.6K | 0.04% | 210 |
|
|
2021
Q4 | $1.01M | Buy |
+17,244
| New | +$1.01M | 0.05% | 180 |
|
|
2017
Q2 | – | Sell |
-8,132
| Closed | -$287K | – | 168 |
|
|
2017
Q1 | $287K | Buy |
8,132
+975
| +14% | +$35.6K | 0.07% | 167 |
|
|
2016
Q4 | $249K | Sell |
7,157
-1,200
| -14% | -$40.3K | 0.09% | 112 |
|
|
2016
Q3 | $269K | Buy |
8,357
+241
| +3% | +$7.53K | 0.1% | 106 |
|
|
2016
Q2 | $237K | Sell |
8,116
-253
| -3% | -$7.68K | 0.09% | 133 |
|
|
2016
Q1 | $267K | Buy |
8,369
+175
| +2% | +$5.26K | 0.1% | 113 |
|
|
2015
Q4 | $279K | Buy |
8,194
+48
| +0.6% | +$1.67K | 0.1% | 113 |
|
|
2015
Q3 | $244K | Sell |
8,146
-2,848
| -26% | -$87.2K | 0.11% | 106 |
|
|
2015
Q2 | $381K | Buy |
10,994
+3,164
| +40% | +$113K | 0.15% | 59 |
|
|
2015
Q1 | $294K | Sell |
7,830
-609
| -7% | -$22.1K | 0.12% | 72 |
|
|
2014
Q4 | $295K | Buy |
8,439
+133
| +2% | +$4.25K | 0.12% | 73 |
|
|
2014
Q3 | $265K | Hold |
8,306
| – | – | 0.13% | 76 |
|
|
2014
Q2 | $302K | Sell |
8,306
-528
| -6% | -$18.4K | 0.14% | 73 |
|
|
2014
Q1 | $304K | Hold |
8,834
| – | – | 0.15% | 69 |
|
|
2013
Q4 | $361K | Buy |
+8,834
| New | +$334K | 0.16% | 52 |
|
Other funds holding GM
