Beverly Hills Private 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
Sell
-10,055
Closed -$473K 340
2025
Q1
$473K Sell
10,055
-12,811
-56% -$602K 0.09% 186
2024
Q4
$1.22M Sell
22,866
-11,778
-34% -$627K 0.25% 103
2024
Q3
$1.55M Buy
34,644
+11,286
+48% +$506K 0.31% 90
2024
Q2
$1.09M Buy
23,358
+7,421
+47% +$345K 0.24% 107
2024
Q1
$723K Buy
15,937
+7,750
+95% +$351K 0.17% 135
2023
Q4
$294K Buy
+8,187
New +$294K 0.08% 260