WealthPlan Investment Management’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 | $223K | Buy |
4,540
+14
| +0.3% | +$689 | 0.02% | 322 |
|
|
2025
Q1 | $213K | Sell |
4,526
-871
| -16% | -$41K | 0.02% | 255 |
|
|
2024
Q4 | $287K | Sell |
5,397
-476
| -8% | -$25.4K | 0.03% | 223 |
|
|
2024
Q3 | $263K | Sell |
5,873
-227
| -4% | -$10.2K | 0.03% | 220 |
|
|
2024
Q2 | $283K | Buy |
6,100
+15
| +0.2% | +$697 | 0.04% | 155 |
|
|
2024
Q1 | $276K | Buy |
6,085
+19
| +0.3% | +$862 | 0.04% | 158 |
|
|
2023
Q4 | $218K | Buy |
+6,066
| New | +$218K | 0.03% | 179 |
|
|
2023
Q3 | – | Sell |
-3,223
| Closed | -$124K | – | 233 |
|
|
2023
Q2 | $124K | Sell |
3,223
-1,261
| -28% | -$48.6K | 0.04% | 145 |
|
|
2023
Q1 | $164K | Sell |
4,484
-5,218
| -54% | -$191K | 0.03% | 167 |
|
|
2022
Q4 | $408K | Buy |
9,702
+1,255
| +15% | +$52.7K | 0.03% | 277 |
|
|
2022
Q3 | $321K | Buy |
+8,447
| New | +$321K | 0.02% | 295 |
|
|
2022
Q1 | $326K | Buy |
+8,596
| New | +$326K | 0.02% | 303 |
|