1858 Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Buy |
3,256
+32
| +1% | +$9.33K | 0.7% | 40 |
|
|
2025
Q1 | $879K | Buy |
3,224
+38
| +1% | +$10.4K | 0.74% | 43 |
|
|
2024
Q4 | $839K | Buy |
3,186
+108
| +4% | +$28.5K | 0.66% | 45 |
|
|
2024
Q3 | $930K | Sell |
3,078
-79
| -3% | -$23.9K | 0.77% | 34 |
|
|
2024
Q2 | $916K | Sell |
3,157
-192
| -6% | -$55.7K | 0.76% | 38 |
|
|
2024
Q1 | $870K | Hold |
3,349
| – | – | 0.82% | 35 |
|
|
2023
Q4 | $870K | Buy |
+3,349
| New | +$870K | 0.82% | 35 |
|