Whittier Trust’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 | $3.79K | Sell |
77
-220
| -74% | -$10.8K | ﹤0.01% | 1369 |
|
2025
Q1 | $14K | Sell |
297
-205
| -41% | -$9.64K | ﹤0.01% | 1166 |
|
2024
Q4 | $26.7K | Buy |
502
+425
| +552% | +$22.6K | ﹤0.01% | 1041 |
|
2024
Q3 | $3.45K | Hold |
77
| – | – | ﹤0.01% | 1417 |
|
2024
Q2 | $3.58K | Hold |
77
| – | – | ﹤0.01% | 1376 |
|
2024
Q1 | $3.49K | Sell |
77
-101
| -57% | -$4.58K | ﹤0.01% | 1386 |
|
2023
Q4 | $6.39K | Sell |
178
-3,146
| -95% | -$113K | ﹤0.01% | 1290 |
|
2023
Q3 | $110K | Buy |
3,324
+1,418
| +74% | +$46.8K | ﹤0.01% | 749 |
|
2023
Q2 | $73.5K | Sell |
1,906
-1,173
| -38% | -$45.2K | ﹤0.01% | 849 |
|
2023
Q1 | $113K | Hold |
3,079
| – | – | ﹤0.01% | 781 |
|
2022
Q4 | $104K | Hold |
3,079
| – | – | ﹤0.01% | 804 |
|
2022
Q3 | $99K | Sell |
3,079
-131
| -4% | -$4.21K | ﹤0.01% | 793 |
|
2022
Q2 | $102K | Sell |
3,210
-90
| -3% | -$2.86K | ﹤0.01% | 786 |
|
2022
Q1 | $144K | Sell |
3,300
-1,008
| -23% | -$44K | ﹤0.01% | 740 |
|
2021
Q4 | $253K | Hold |
4,308
| – | – | ﹤0.01% | 626 |
|
2021
Q3 | $227K | Buy |
4,308
+972
| +29% | +$51.2K | ﹤0.01% | 619 |
|
2021
Q2 | $197K | Hold |
3,336
| – | – | ﹤0.01% | 657 |
|
2021
Q1 | $192K | Buy |
3,336
+2,896
| +658% | +$167K | ﹤0.01% | 645 |
|
2020
Q4 | $18K | Hold |
440
| – | – | ﹤0.01% | 1070 |
|
2020
Q3 | $13K | Hold |
440
| – | – | ﹤0.01% | 1083 |
|
2020
Q2 | $11K | Sell |
440
-1,048
| -70% | -$26.2K | ﹤0.01% | 1052 |
|
2020
Q1 | $31K | Buy |
1,488
+1,048
| +238% | +$21.8K | ﹤0.01% | 897 |
|
2019
Q4 | $16K | Sell |
440
-1,382
| -76% | -$50.3K | ﹤0.01% | 1067 |
|
2019
Q3 | $68K | Buy |
1,822
+407
| +29% | +$15.2K | ﹤0.01% | 762 |
|
2019
Q2 | $55K | Sell |
1,415
-2,000
| -59% | -$77.7K | ﹤0.01% | 780 |
|
2019
Q1 | $127K | Buy |
3,415
+2,000
| +141% | +$74.4K | ﹤0.01% | 611 |
|
2018
Q4 | $47K | Sell |
1,415
-2,050
| -59% | -$68.1K | ﹤0.01% | 783 |
|
2018
Q3 | $117K | Hold |
3,465
| – | – | ﹤0.01% | 610 |
|
2018
Q2 | $136K | Hold |
3,465
| – | – | ﹤0.01% | 569 |
|
2018
Q1 | $126K | Buy |
3,465
+3,000
| +645% | +$109K | ﹤0.01% | 595 |
|
2017
Q4 | $19K | Hold |
465
| – | – | ﹤0.01% | 929 |
|
2017
Q3 | $19K | Hold |
465
| – | – | ﹤0.01% | 907 |
|
2017
Q2 | $16K | Hold |
465
| – | – | ﹤0.01% | 921 |
|
2017
Q1 | $16K | Buy |
465
+25
| +6% | +$860 | ﹤0.01% | 931 |
|
2016
Q4 | $15K | Buy |
+440
| New | +$15K | ﹤0.01% | 919 |
|
2016
Q1 | – | Sell |
-101
| Closed | -$3K | – | 1188 |
|
2015
Q4 | $3K | Sell |
101
-3,983
| -98% | -$118K | ﹤0.01% | 1092 |
|
2015
Q3 | $123K | Sell |
4,084
-398
| -9% | -$12K | 0.01% | 537 |
|
2015
Q2 | $149K | Hold |
4,482
| – | – | 0.01% | 522 |
|
2015
Q1 | $168K | Buy |
4,482
+499
| +13% | +$18.7K | 0.01% | 490 |
|
2014
Q4 | $139K | Hold |
3,983
| – | – | 0.01% | 494 |
|
2014
Q3 | $127K | Hold |
3,983
| – | – | 0.01% | 495 |
|
2014
Q2 | $145K | Hold |
3,983
| – | – | 0.01% | 474 |
|
2014
Q1 | $137K | Hold |
3,983
| – | – | 0.01% | 489 |
|
2013
Q4 | $163K | Buy |
+3,983
| New | +$163K | 0.01% | 472 |
|
2013
Q3 | – | Sell |
-458
| Closed | -$15K | – | 1074 |
|
2013
Q2 | $15K | Buy |
+458
| New | +$15K | ﹤0.01% | 824 |
|