Summit Trail Advisors’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 | $1.1M | Buy |
22,374
+2,589
| +13% | +$127K | 0.02% | 439 |
|
|
2025
Q1 | $930K | Sell |
19,785
-10,615
| -35% | -$499K | 0.03% | 168 |
|
|
2024
Q4 | $1.62M | Buy |
30,400
+3,117
| +11% | +$166K | 0.06% | 97 |
|
|
2024
Q3 | $1.22M | Sell |
27,283
-4,947
| -15% | -$222K | 0.03% | 234 |
|
|
2024
Q2 | $1.5M | Buy |
32,230
+22,277
| +224% | +$1.03M | 0.04% | 173 |
|
|
2024
Q1 | $451K | Buy |
9,953
+1,174
| +13% | +$53.2K | 0.01% | 356 |
|
|
2023
Q4 | $315K | Sell |
8,779
-3,007
| -26% | -$108K | 0.01% | 392 |
|
|
2023
Q3 | $389K | Sell |
11,786
-1,616
| -12% | -$53.3K | 0.01% | 319 |
|
|
2023
Q2 | $517K | Buy |
13,402
+2,671
| +25% | +$103K | 0.02% | 258 |
|
|
2023
Q1 | $394K | Buy |
10,731
+1,870
| +21% | +$68.6K | 0.02% | 260 |
|
|
2022
Q4 | $298K | Buy |
8,861
+1,047
| +13% | +$35.2K | 0.01% | 285 |
|
|
2022
Q3 | $251K | Sell |
7,814
-915
| -10% | -$29.4K | 0.01% | 299 |
|
|
2022
Q2 | $277K | Buy |
+8,729
| New | +$277K | 0.02% | 289 |
|
|
2021
Q4 | – | Sell |
-5,552
| Closed | -$293K | – | 304 |
|
|
2021
Q3 | $293K | Buy |
+5,552
| New | +$293K | 0.02% | 202 |
|
|
2018
Q4 | – | Sell |
-3,581
| Closed | -$121K | – | 165 |
|
|
2018
Q3 | $121K | Buy |
3,581
+3,089
| +628% | +$104K | 0.03% | 250 |
|
|
2018
Q2 | $19K | Sell |
492
-7,075
| -93% | -$273K | 0.01% | 390 |
|
|
2018
Q1 | $270K | Buy |
7,567
+538
| +8% | +$19.2K | 0.05% | 303 |
|
|
2017
Q4 | $308K | Buy |
+7,029
| New | +$308K | 0.04% | 314 |
|