AE Wealth Management’s General Dynamics GD Stock Holding History

AE Wealth Management’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Buy	5,531 +663	+14%	+$193K	0.01%	590
2025 Q1	$1.33M	Sell	4,868 -233	-5%	-$63.5K	0.01%	643
2024 Q4	$1.34M	Buy	5,101 +334	+7%	+$88K	0.01%	638
2024 Q3	$1.44M	Sell	4,767 -458	-9%	-$138K	0.01%	624
2024 Q2	$1.52M	Buy	5,225 +94	+2%	+$27.3K	0.02%	593
2024 Q1	$1.45M	Sell	5,131 -27,182	-84%	-$7.68M	0.02%	575
2023 Q4	$8.57M	Buy	32,313 +2,626	+9%	+$696K	0.04%	437
2023 Q3	$6.56M	Sell	29,687 -95	-0.3%	-$21K	0.04%	472
2023 Q2	$6.41M	Sell	29,782 -14,733	-33%	-$3.17M	0.04%	474
2023 Q1	$10.2M	Buy	44,515 +21,134	+90%	+$4.82M	0.07%	336
2022 Q4	$5.8M	Buy	23,381 +2,127	+10%	+$528K	0.04%	437
2022 Q3	$4.51M	Buy	21,254 +448	+2%	+$95K	0.04%	450
2022 Q2	$4.6M	Sell	20,806 -556	-3%	-$123K	0.04%	422
2022 Q1	$5.15M	Sell	21,362 -4,718	-18%	-$1.14M	0.04%	428
2021 Q4	$5.44M	Sell	26,080 -8,657	-25%	-$1.8M	0.04%	398
2021 Q3	$6.81M	Buy	34,737 +3,414	+11%	+$669K	0.06%	309
2021 Q2	$5.9M	Buy	31,323 +4,676	+18%	+$880K	0.05%	322
2021 Q1	$4.84M	Buy	26,647 +7,443	+39%	+$1.35M	0.05%	315
2020 Q4	$2.86M	Sell	19,204 -4,608	-19%	-$686K	0.03%	391
2020 Q3	$3.3M	Buy	23,812 +5,027	+27%	+$696K	0.05%	307
2020 Q2	$2.81M	Buy	18,785 +9,604	+105%	+$1.44M	0.04%	321
2020 Q1	$1.22M	Sell	9,181 -319	-3%	-$42.2K	0.03%	429
2019 Q4	$1.68M	Buy	9,500 +677	+8%	+$119K	0.04%	388
2019 Q3	$1.61M	Sell	8,823 -6	-0.1%	-$1.1K	0.05%	318
2019 Q2	$1.61M	Buy	8,829 +4,292	+95%	+$780K	0.05%	283
2019 Q1	$768K	Buy	+4,537	New	+$768K	0.05%	255
2018 Q4	–	Sell	-2,013	Closed	-$412K	–	520
2018 Q3	$412K	Buy	2,013 +512	+34%	+$105K	0.02%	368
2018 Q2	$280K	Sell	1,501 -26	-2%	-$4.85K	0.02%	347
2018 Q1	$337K	Sell	1,527 -16	-1%	-$3.53K	0.03%	307
2017 Q4	$314K	Buy	1,543 +351	+29%	+$71.4K	0.03%	307
2017 Q3	$245K	Buy	+1,192	New	+$245K	0.02%	343