SVB Wealth’s General Motors GM Stock Holding History

SVB Wealth’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	$636K	Sell	12,930 -27,847	-68%	-$1.37M	0.03%	274
2025 Q1	$1.92M	Sell	40,777 -9,236	-18%	-$434K	0.08%	118
2024 Q4	$2.66M	Buy	+50,013	New	+$2.66M	0.05%	198
2024 Q3	–	Sell	-51,362	Closed	-$2.39M	–	244
2024 Q2	$2.39M	Sell	51,362 -28,530	-36%	-$1.33M	0.06%	218
2024 Q1	$3.62M	Buy	79,892 +2,495	+3%	+$113K	0.08%	191
2023 Q4	$2.78M	Buy	77,397 +11,783	+18%	+$423K	0.07%	202
2023 Q3	$2.16M	Buy	65,614 +1,500	+2%	+$49.5K	0.05%	215
2023 Q2	$2.47M	Sell	64,114 -6,019	-9%	-$232K	0.04%	214
2023 Q1	$2.57M	Buy	70,133 +6,315	+10%	+$232K	0.04%	232
2022 Q4	$2.15M	Sell	63,818 -23,427	-27%	-$788K	0.03%	257
2022 Q3	$2.8M	Buy	87,245 +61,249	+236%	+$1.97M	0.04%	217
2022 Q2	$826K	Buy	25,996 +13,613	+110%	+$433K	0.01%	357
2022 Q1	$542K	Buy	12,383 +1,553	+14%	+$68K	0.01%	440
2021 Q4	$634K	Sell	10,830 -3,606	-25%	-$211K	0.01%	393
2021 Q3	$761K	Buy	14,436 +833	+6%	+$43.9K	0.01%	465
2021 Q2	$805K	Buy	13,603 +667	+5%	+$39.5K	0.01%	443
2021 Q1	$743K	Buy	12,936 +252	+2%	+$14.5K	0.01%	423
2020 Q4	$529K	Buy	12,684 +3,146	+33%	+$131K	0.01%	460
2020 Q3	$282K	Buy	9,538 +850	+10%	+$25.1K	﹤0.01%	541
2020 Q2	$220K	Sell	8,688 -11,889	-58%	-$301K	﹤0.01%	524
2020 Q1	$428K	Sell	20,577 -7,976	-28%	-$166K	0.01%	339
2019 Q4	$1.05M	Sell	28,553 -1,839	-6%	-$67.3K	0.02%	295
2019 Q3	$1.14M	Sell	30,392 -12,901	-30%	-$483K	0.02%	261
2019 Q2	$1.67M	Sell	43,293 -11,675	-21%	-$450K	0.06%	229
2019 Q1	$2.04M	Sell	54,968 -84	-0.2%	-$3.12K	0.08%	158
2018 Q4	$1.84M	Sell	55,052 -28,135	-34%	-$941K	0.08%	159
2018 Q3	$2.8M	Sell	83,187 -4,890	-6%	-$165K	0.1%	144
2018 Q2	$3.47M	Sell	88,077 -13,030	-13%	-$513K	0.13%	116
2018 Q1	$3.67M	Sell	101,107 -5,950	-6%	-$216K	0.14%	122
2017 Q4	$4.39M	Sell	107,057 -6,959	-6%	-$285K	0.17%	112
2017 Q3	$4.6M	Sell	114,016 -27,115	-19%	-$1.09M	0.18%	109
2017 Q2	$4.93M	Sell	141,131 -43,048	-23%	-$1.5M	0.19%	108
2017 Q1	$6.51M	Sell	184,179 -4,365	-2%	-$154K	0.26%	102
2016 Q4	$6.57M	Sell	188,544 -10,103	-5%	-$352K	0.27%	102
2016 Q3	$6.31M	Sell	198,647 -6,704	-3%	-$213K	0.26%	100
2016 Q2	$5.81M	Buy	205,351 +19,540	+11%	+$553K	0.24%	105
2016 Q1	$5.84M	Buy	185,811 +30,266	+19%	+$951K	0.24%	104
2015 Q4	$5.29M	Buy	155,545 +16,971	+12%	+$577K	0.21%	116
2015 Q3	$4.16M	Buy	138,574 +65,261	+89%	+$1.96M	0.16%	140
2015 Q2	$2.44M	Buy	73,313 +10,394	+17%	+$347K	0.08%	205
2015 Q1	$2.36M	Buy	62,919 +6,703	+12%	+$251K	0.08%	214
2014 Q4	$1.96M	Buy	+56,216	New	+$1.96M	0.06%	237