Accretive Wealth Partners’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 | $2.09M | Buy |
7,172
+129
| +2% | +$37.6K | 0.69% | 45 |
|
|
2025
Q1 | $1.91M | Buy |
7,043
+709
| +11% | +$192K | 0.67% | 48 |
|
|
2024
Q4 | $1.67M | Sell |
6,334
-46
| -0.7% | -$12.1K | 0.71% | 46 |
|
|
2024
Q3 | $1.93M | Sell |
6,380
-226
| -3% | -$68.3K | 0.81% | 39 |
|
|
2024
Q2 | $1.92M | Buy |
6,606
+101
| +2% | +$29.3K | 0.8% | 37 |
|
|
2024
Q1 | $1.87M | Sell |
6,505
-34
| -0.5% | -$9.8K | 0.83% | 35 |
|
|
2023
Q4 | $1.7M | Buy |
6,539
+14
| +0.2% | +$3.64K | 0.82% | 38 |
|
|
2023
Q3 | $1.44M | Buy |
6,525
+74
| +1% | +$16.4K | 0.86% | 32 |
|
|
2023
Q2 | $1.39M | Buy |
6,451
+136
| +2% | +$29.3K | 0.82% | 38 |
|
|
2023
Q1 | $1.44M | Sell |
6,315
-21
| -0.3% | -$4.79K | 0.92% | 32 |
|
|
2022
Q4 | $1.57M | Sell |
6,336
-41
| -0.6% | -$10.2K | 1.08% | 25 |
|
|
2022
Q3 | $1.35M | Sell |
6,377
-8
| -0.1% | -$1.7K | 1.03% | 32 |
|
|
2022
Q2 | $1.41M | Sell |
6,385
-9
| -0.1% | -$1.99K | 1.03% | 30 |
|
|
2022
Q1 | $1.54M | Buy |
6,394
+179
| +3% | +$43.2K | 0.97% | 27 |
|
|
2021
Q4 | $1.3M | Buy |
6,215
+239
| +4% | +$49.8K | 0.83% | 41 |
|
|
2021
Q3 | $1.17M | Buy |
5,976
+165
| +3% | +$32.4K | 0.83% | 42 |
|
|
2021
Q2 | $1.09M | Buy |
5,811
+648
| +13% | +$122K | 0.79% | 51 |
|
|
2021
Q1 | $937K | Buy |
5,163
+330
| +7% | +$59.9K | 0.84% | 44 |
|
|
2020
Q4 | $719K | Buy |
+4,833
| New | +$719K | 0.71% | 59 |
|