Aprio 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 | $450K | Buy |
1,543
+495
| +47% | +$144K | 0.05% | 208 |
|
|
2025
Q1 | $286K | Buy |
1,048
+9
| +0.9% | +$2.45K | 0.04% | 277 |
|
|
2024
Q4 | $274K | Sell |
1,039
-11
| -1% | -$2.9K | 0.04% | 233 |
|
|
2024
Q3 | $317K | Sell |
1,050
-22
| -2% | -$6.65K | 0.05% | 187 |
|
|
2024
Q2 | $311K | Sell |
1,072
-1
| -0.1% | -$290 | 0.06% | 159 |
|
|
2024
Q1 | $303K | Buy |
1,073
+77
| +8% | +$21.7K | 0.06% | 154 |
|
|
2023
Q4 | $259K | Sell |
996
-14
| -1% | -$3.64K | 0.06% | 157 |
|
|
2023
Q3 | $223K | Hold |
1,010
| – | – | 0.06% | 149 |
|
|
2023
Q2 | $217K | Buy |
1,010
+61
| +6% | +$13.1K | 0.06% | 137 |
|
|
2023
Q1 | $217K | Sell |
949
-180
| -16% | -$41.1K | 0.07% | 126 |
|
|
2022
Q4 | $280K | Buy |
1,129
+65
| +6% | +$16.1K | 0.1% | 92 |
|
|
2022
Q3 | $226K | Sell |
1,064
-100
| -9% | -$21.2K | 0.09% | 95 |
|
|
2022
Q2 | $258K | Buy |
1,164
+12
| +1% | +$2.66K | 0.1% | 85 |
|
|
2022
Q1 | $278K | Buy |
1,152
+71
| +7% | +$17.1K | 0.11% | 77 |
|
|
2021
Q4 | $225K | Hold |
1,081
| – | – | 0.09% | 66 |
|
|
2021
Q3 | $212K | Hold |
1,081
| – | – | 0.1% | 70 |
|
|
2021
Q2 | $204K | Buy |
+1,081
| New | +$204K | 0.1% | 68 |
|
|
2020
Q3 | – | Sell |
-1,404
| Closed | -$210K | – | 71 |
|
|
2020
Q2 | $210K | Buy |
+1,404
| New | +$210K | 0.2% | 66 |
|
|
2020
Q1 | – | Sell |
-1,330
| Closed | -$235K | – | 66 |
|
|
2019
Q4 | $235K | Buy |
+1,330
| New | +$235K | 0.17% | 62 |
|