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Holistic Planning’s General Motors GM Stock Holding History

Holistic Planning’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$305K Buy
6,200
+419
+7% +$20.6K 0.09% 173
2025
Q1 		$272K Buy
5,781
+22
+0.4% +$1.04K 0.09% 148
2024
Q4 		$307K Buy
5,759
+214
+4% +$11.4K 0.11% 128
2024
Q3 		$249K Buy
+5,545
New +$249K 0.11% 135