Welch & Forbes’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 | $853K | Sell |
17,339
-2,964
| -15% | -$146K | 0.01% | 232 |
|
|
2025
Q1 | $955K | Sell |
20,303
-3,574
| -15% | -$168K | 0.01% | 227 |
|
|
2024
Q4 | $1.27M | Sell |
23,877
-1,700
| -7% | -$90.6K | 0.02% | 210 |
|
|
2024
Q3 | $1.15M | Sell |
25,577
-3,217
| -11% | -$144K | 0.01% | 222 |
|
|
2024
Q2 | $1.33M | Sell |
28,794
-4,219
| -13% | -$195K | 0.02% | 205 |
|
|
2024
Q1 | $1.5M | Sell |
33,013
-163
| -0.5% | -$7.39K | 0.02% | 206 |
|
|
2023
Q4 | $1.19M | Sell |
33,176
-4,087
| -11% | -$147K | 0.02% | 215 |
|
|
2023
Q3 | $1.23M | Sell |
37,263
-674
| -2% | -$22.2K | 0.02% | 210 |
|
|
2023
Q2 | $1.46M | Buy |
37,937
+3,804
| +11% | +$147K | 0.02% | 199 |
|
|
2023
Q1 | $1.25M | Buy |
34,133
+3,168
| +10% | +$116K | 0.02% | 207 |
|
|
2022
Q4 | $1.04M | Sell |
30,965
-37,673
| -55% | -$1.27M | 0.02% | 224 |
|
|
2022
Q3 | $2.2M | Buy |
68,638
+2,340
| +4% | +$75.1K | 0.04% | 167 |
|
|
2022
Q2 | $2.11M | Buy |
66,298
+4,037
| +6% | +$128K | 0.04% | 175 |
|
|
2022
Q1 | $2.72M | Buy |
62,261
+13,110
| +27% | +$573K | 0.04% | 160 |
|
|
2021
Q4 | $2.88M | Buy |
49,151
+6,275
| +15% | +$368K | 0.04% | 163 |
|
|
2021
Q3 | $2.26M | Buy |
42,876
+13,708
| +47% | +$723K | 0.04% | 167 |
|
|
2021
Q2 | $1.73M | Buy |
29,168
+4,715
| +19% | +$279K | 0.03% | 184 |
|
|
2021
Q1 | $1.41M | Buy |
+24,453
| New | +$1.41M | 0.03% | 194 |
|
|
2014
Q3 | – | Sell |
-5,919
| Closed | -$215K | – | 350 |
|
|
2014
Q2 | $215K | Buy |
+5,919
| New | +$215K | 0.01% | 316 |
|