Trek 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
$1M Sell
20,394
-7,829
-28% -$385K 0.07% 208
2025
Q1
$1.33M Buy
28,223
+2,954
+12% +$139K 0.1% 162
2024
Q4
$1.35M Buy
25,269
+4,750
+23% +$253K 0.1% 162
2024
Q3
$920K Buy
20,519
+4,037
+24% +$181K 0.07% 179
2024
Q2
$766K Buy
16,482
+8,679
+111% +$403K 0.06% 186
2024
Q1
$354K Buy
+7,803
New +$354K 0.03% 275