Plan Group Financial’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
$770K Buy
15,643
+3,151
+25% +$155K 0.25% 92
2025
Q1
$588K Buy
12,492
+4,293
+52% +$202K 0.21% 90
2024
Q4
$437K Buy
8,199
+325
+4% +$17.3K 0.23% 73
2024
Q3
$353K Buy
+7,874
New +$353K 0.19% 80