Heritage Trust’s General Motors GM Stock Holding History

Heritage Trust’s Portfolio GM Stock Details GM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.93M	Sell
2025 Q2	$5.73M	Buy
2025 Q1	$5.46M	Buy
2024 Q4	$6.03M	Buy
2024 Q2	$2.29M	Buy
2024 Q1	$2.22M	Buy
2023 Q4	$1.74M	Sell
2023 Q3	$1.62M	Sell
2023 Q2	$1.94M	Sell
2023 Q1	$1.85M	Buy
2022 Q4	$1.69M	Sell
2022 Q3	$2.04M	Buy
2022 Q2	$2.02M	Sell
2022 Q1	$2.83M	Sell
2021 Q4	$5.05M	Buy
2021 Q3	$4.12M	Buy
2021 Q2	$1.72M	Buy
2021 Q1	$1.36M	Buy
2020 Q4	$201K	Buy
2020 Q1	–	Sell
2019 Q4	$2.04M	Sell
2019 Q3	$2.16M	Sell
2019 Q2	$2.59M	Sell
2019 Q1	$2.54M	Sell
2018 Q4	$2.42M	Sell
2018 Q3	$2.46M	Sell
2018 Q2	$2.88M	Buy
2018 Q1	$2.65M	Sell
2017 Q4	$3.1M	Sell
2017 Q3	$3.06M	Sell
2017 Q2	$2.67M	Sell
2017 Q1	$2.72M	Buy