Adell Harriman & Carpenter’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 | $248K | Sell |
852
-98
| -10% | -$28.6K | 0.02% | 159 |
|
|
2025
Q1 | $259K | Hold |
950
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $250K | Hold |
950
| – | – | 0.02% | 155 |
|
|
2024
Q3 | $287K | Hold |
950
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $276K | Buy |
950
+101
| +12% | +$29.3K | 0.02% | 147 |
|
|
2024
Q1 | $240K | Hold |
849
| – | – | 0.02% | 159 |
|
|
2023
Q4 | $220K | Buy |
+849
| New | +$220K | 0.02% | 158 |
|
|
2023
Q1 | – | Sell |
-849
| Closed | -$211K | – | 170 |
|
|
2022
Q4 | $211K | Buy |
+849
| New | +$211K | 0.02% | 160 |
|