Avantra Family Wealth’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
$442K Sell
8,987
-5,734
-39% -$282K 0.37% 81
2025
Q1
$692K Sell
14,721
-4,870
-25% -$229K 0.66% 53
2024
Q4
$1.04M Buy
+19,591
New +$1.04M 0.98% 25