Whitney & Co’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,050
| Closed | -$269K | – | 132 |
|
|
2024
Q4 | $269K | Sell |
5,050
-300
| -6% | -$16K | 0.03% | 109 |
|
|
2024
Q3 | $240K | Sell |
5,350
-200
| -4% | -$8.97K | 0.03% | 117 |
|
|
2024
Q2 | $258K | Sell |
5,550
-400
| -7% | -$18.6K | 0.03% | 109 |
|
|
2024
Q1 | $270K | Hold |
5,950
| – | – | 0.03% | 111 |
|
|
2023
Q4 | $214K | Sell |
5,950
-500
| -8% | -$18K | 0.03% | 119 |
|
|
2023
Q3 | $213K | Sell |
6,450
-600
| -9% | -$19.8K | 0.03% | 118 |
|
|
2023
Q2 | $272K | Hold |
7,050
| – | – | 0.04% | 107 |
|
|
2023
Q1 | $259K | Buy |
7,050
+200
| +3% | +$7.34K | 0.04% | 109 |
|
|
2022
Q4 | $230K | Sell |
6,850
-2,100
| -23% | -$70.6K | 0.04% | 114 |
|
|
2022
Q3 | $287K | Hold |
8,950
| – | – | 0.06% | 109 |
|
|
2022
Q2 | $284K | Buy |
8,950
+200
| +2% | +$6.35K | 0.05% | 104 |
|
|
2022
Q1 | $383K | Hold |
8,750
| – | – | 0.06% | 103 |
|
|
2021
Q4 | $513K | Hold |
8,750
| – | – | 0.08% | 92 |
|
|
2021
Q3 | $461K | Sell |
8,750
-100
| -1% | -$5.27K | 0.07% | 90 |
|
|
2021
Q2 | $524K | Buy |
8,850
+200
| +2% | +$11.8K | 0.08% | 89 |
|
|
2021
Q1 | $497K | Buy |
8,650
+4,650
| +116% | +$267K | 0.09% | 86 |
|
|
2020
Q4 | $208K | Buy |
+4,000
| New | +$208K | 0.03% | 118 |
|