Ep Wealth Advisors, LLC General Motors CO Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in General Motors CO stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 14,165 shares of GM stock, worth $757,969. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,165

Previous 55,246 74.36%

Holding current value

$757,969

Previous $2.57 Million 75.25%

% of portfolio

0.01%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$39.95 - $49.9 $1.64 Million - $2.05 Million	-41,081 Reduced 74.36%	14,165 $635,000
Q2 2024 Aug 19, 2024	SELL	$42.37 - $48.86 $14.7 Million - $16.9 Million	-346,906 Reduced 86.26%	55,246 $2.57 Million
Q1 2024 May 14, 2024	SELL	$34.58 - $45.35 $1.57 Million - $2.06 Million	-45,436 Reduced 10.15%	402,152 $18.2 Million
Q4 2023 Feb 28, 2024	SELL	$26.65 - $36.25 $22 Million - $30 Million	-826,986 Reduced 64.88%	447,588 $16.1 Million
Q3 2023 Nov 22, 2023	BUY	$32.26 - $40.5 $34.5 Million - $43.3 Million	1,068,474 Added 518.43%	1,274,574 $42 Million
Q2 2023 Aug 14, 2023	BUY	$31.54 - $38.56 $6.23 Million - $7.62 Million	197,602 Added 2325.28%	206,100 $7.95 Million
Q1 2023 Jun 05, 2023	SELL	$33.38 - $43.17 $32.3 Million - $41.7 Million	-967,074 Reduced 99.13%	8,498 $311,000
Q4 2022 Jun 12, 2023	BUY	$31.76 - $41.12 $32 Million - $41.5 Million	1,008,297 Added 11865.11%	1,016,795 $34.2 Million
Q3 2022 Dec 02, 2022	BUY	$30.87 - $42.05 $4.02 Million - $5.48 Million	130,208 Added 15.4%	975,572 $31.3 Million
Q2 2022 Aug 11, 2022	BUY	$31.42 - $43.18 $4.68 Million - $6.43 Million	148,924 Added 21.38%	845,364 $26.8 Million
Q1 2022 May 20, 2022	BUY	$39.83 - $65.74 $4.07 Million - $6.71 Million	102,116 Added 17.18%	696,440 $30.5 Million
Q4 2021 Feb 17, 2022	BUY	$53.13 - $64.61 $7.13 Million - $8.68 Million	134,268 Added 29.19%	594,324 $34.8 Million
Q3 2021 Nov 23, 2021	BUY	$48.18 - $59.11 $18.5 Million - $22.7 Million	384,217 Added 506.62%	460,056 $24.3 Million
Q3 2021 Nov 16, 2021	SELL	$48.18 - $59.11 $15.9 Million - $19.5 Million	-330,206 Reduced 81.32%	75,839 $24.3 Million
Q2 2021 Aug 24, 2021	BUY	$53.76 - $63.92 $2.16 Million - $2.57 Million	40,165 Added 10.98%	406,045 $24 Million
Q1 2021 May 17, 2021	BUY	$40.51 - $60.05 $14.5 Million - $21.5 Million	358,300 Added 4726.91%	365,880 $21 Million
Q4 2020 Feb 18, 2021	BUY	$30.38 - $46.46 $2,217 - $3,391	73 Added 0.97%	7,580 $316,000
Q3 2020 Nov 17, 2020	SELL	$23.42 - $32.38 $47,659 - $65,893	-2,035 Reduced 21.33%	7,507 $222,000
Q2 2020 Aug 14, 2020	SELL	$18.04 - $30.68 $109,917 - $186,933	-6,093 Reduced 38.97%	9,542 $241,000
Q1 2020 May 18, 2020	SELL	$16.8 - $37.38 $3,864 - $8,597	-230 Reduced 1.45%	15,635 $325,000
Q4 2019 Feb 14, 2020	BUY	$33.88 - $38.72 $26,053 - $29,775	769 Added 5.09%	15,865 $581,000
Q3 2019 Nov 18, 2019	BUY	$35.89 - $40.88 $55,378 - $63,077	1,543 Added 11.38%	15,096 $566,000
Q2 2019 Aug 27, 2019	BUY	$33.34 - $40.3 $451,857 - $546,185	13,553 New	13,553 $522,000

Others Institutions Holding GM

# of Institutions

1,445

Shares Held

865M

Call Options Held

31.4M

Put Options Held

36.5M

View Full List

About General Motors Co

Ticker GM
Exchange NYSE
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 1,420,700,032
Market Cap $76B
Description
General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts and accessories in North America, the Asia Pacific, the Middle East, Africa, South America, the United States, and China. The company operates through GM North America, GM International, Cruise, and GM Financial segments. It markets its vehicles prim...

More about GM

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Ep Wealth Advisors, LLC General Motors CO Transaction History