Accel 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
$459K Sell
1,574
-19
-1% -$5.54K 0.15% 146
2025
Q1
$434K Buy
1,593
+4
+0.3% +$1.09K 0.16% 137
2024
Q4
$419K Buy
1,589
+1
+0.1% +$263 0.16% 146
2024
Q3
$480K Buy
1,588
+6
+0.4% +$1.81K 0.18% 130
2024
Q2
$459K Buy
1,582
+5
+0.3% +$1.45K 0.18% 120
2024
Q1
$445K Buy
1,577
+256
+19% +$72.3K 0.19% 115
2023
Q4
$343K Buy
1,321
+85
+7% +$22.1K 0.17% 128
2023
Q3
$273K Sell
1,236
-43
-3% -$9.5K 0.15% 130
2023
Q2
$275K Buy
+1,279
New +$275K 0.15% 134
2022
Q3
Sell
-336
Closed -$71K 1073
2022
Q2
$71K Buy
336
+2
+0.6% +$423 0.04% 291
2022
Q1
$81K Buy
334
+2
+0.6% +$485 0.04% 282
2021
Q4
$69K Buy
+332
New +$69K 0.03% 322
2021
Q1
Sell
-107
Closed -$16K 880
2020
Q4
$16K Buy
+107
New +$16K 0.01% 537