Waverly 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 | $1.17M | Buy |
23,749
+3,455
| +17% | +$170K | 0.01% | 584 |
|
|
2025
Q1 | $954K | Sell |
20,294
-872
| -4% | -$41K | 0.01% | 617 |
|
|
2024
Q4 | $1.13M | Buy |
21,166
+8,851
| +72% | +$471K | 0.02% | 489 |
|
|
2024
Q3 | $552K | Buy |
12,315
+148
| +1% | +$6.64K | 0.01% | 563 |
|
|
2024
Q2 | $565K | Buy |
12,167
+447
| +4% | +$20.8K | 0.01% | 553 |
|
|
2024
Q1 | $531K | Sell |
11,720
-194
| -2% | -$8.8K | 0.01% | 467 |
|
|
2023
Q4 | $428K | Buy |
+11,914
| New | +$428K | 0.02% | 317 |
|
|
2017
Q4 | – | Sell |
-5,760
| Closed | -$233K | – | 405 |
|
|
2017
Q3 | $233K | Buy |
+5,760
| New | +$233K | 0.05% | 205 |
|
|
2017
Q1 | – | Sell |
-6,066
| Closed | -$211K | – | 214 |
|
|
2016
Q4 | $211K | Buy |
+6,066
| New | +$211K | 0.08% | 109 |
|
|
2015
Q4 | – | Sell |
-1,860
| Closed | -$56K | – | 236 |
|
|
2015
Q3 | $56K | Buy |
1,860
+22
| +1% | +$662 | 0.04% | 121 |
|
|
2015
Q2 | $61K | Sell |
1,838
-19
| -1% | -$631 | 0.04% | 113 |
|
|
2015
Q1 | $70K | Buy |
+1,857
| New | +$70K | 0.04% | 94 |
|
|
2014
Q4 | – | Sell |
-168
| Closed | -$5K | – | 521 |
|
|
2014
Q3 | $5K | Hold |
168
| – | – | ﹤0.01% | 623 |
|
|
2014
Q2 | $6K | Hold |
168
| – | – | ﹤0.01% | 549 |
|
|
2014
Q1 | $6K | Sell |
168
-130
| -44% | -$4.64K | ﹤0.01% | 513 |
|
|
2013
Q4 | $12K | Buy |
+298
| New | +$12K | ﹤0.01% | 530 |
|