Wharton Business Group’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
$5.94M Hold
120,725
0.25% 53
2025
Q1
$5.68M Sell
120,725
-45
-0% -$2.12K 0.26% 51
2024
Q4
$6.43M Hold
120,770
0.29% 51
2024
Q3
$5.42M Sell
120,770
-150
-0.1% -$6.73K 0.24% 56
2024
Q2
$5.62M Sell
120,920
-155
-0.1% -$7.2K 0.29% 53
2024
Q1
$5.49M Hold
121,075
0.26% 54
2023
Q4
$4.35M Buy
121,075
+13,225
+12% +$475K 0.22% 55
2023
Q3
$3.56M Buy
+107,850
New +$3.56M 0.2% 60
2019
Q2
Sell
-5,575
Closed -$207K 102
2019
Q1
$207K Sell
5,575
-2,410
-30% -$89.5K 0.02% 96
2018
Q4
$267K Hold
7,985
0.03% 84
2018
Q3
$269K Hold
7,985
0.03% 91
2018
Q2
$314K Hold
7,985
0.03% 84
2018
Q1
$290K Sell
7,985
-1,005
-11% -$36.5K 0.03% 87
2017
Q4
$369K Sell
8,990
-1,785
-17% -$73.3K 0.04% 80
2017
Q3
$435K Sell
10,775
-4,370
-29% -$176K 0.05% 78
2017
Q2
$529K Sell
15,145
-294,785
-95% -$10.3M 0.06% 77
2017
Q1
$11M Sell
309,930
-66,015
-18% -$2.33M 1.17% 28
2016
Q4
$13.1M Sell
375,945
-14,335
-4% -$499K 1.55% 18
2016
Q3
$12.4M Sell
390,280
-136,740
-26% -$4.34M 1.53% 20
2016
Q2
$14.9M Sell
527,020
-260
-0% -$7.36K 1.77% 20
2016
Q1
$16.6M Buy
527,280
+5,145
+1% +$162K 1.83% 19
2015
Q4
$17.8M Sell
522,135
-59,135
-10% -$2.01M 1.76% 21
2015
Q3
$17.5M Buy
581,270
+533,990
+1,129% +$16M 1.72% 22
2015
Q2
$15.8K Sell
47,280
-400,450
-89% -$133K 1.05% 27
2015
Q1
$16.8M Buy
447,730
+277,440
+163% +$10.4M 1.38% 27
2014
Q4
$5.95M Buy
170,290
+42,725
+33% +$1.49M 0.49% 49
2014
Q3
$4.07M Sell
127,565
-4,405
-3% -$141K 0.36% 63
2014
Q2
$4.79M Buy
131,970
+47,940
+57% +$1.74M 0.53% 52
2014
Q1
$2.89M Buy
+84,030
New +$2.89M 0.23% 81