Arete Wealth Advisors’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 | $1.61M | Buy |
5,534
+177
| +3% | +$51.6K | 0.11% | 184 |
|
2025
Q1 | $1.46M | Sell |
5,357
-471
| -8% | -$128K | 0.11% | 186 |
|
2024
Q4 | $1.53M | Buy |
5,828
+1,800
| +45% | +$474K | 0.11% | 190 |
|
2024
Q3 | $1.21M | Sell |
4,028
-1,591
| -28% | -$478K | 0.1% | 195 |
|
2024
Q2 | $1.63M | Buy |
+5,619
| New | +$1.63M | 0.13% | 157 |
|
2024
Q1 | – | Sell |
-5,752
| Closed | -$1.49M | – | 500 |
|
2023
Q4 | $1.49M | Sell |
5,752
-220
| -4% | -$57.1K | 0.11% | 180 |
|
2023
Q3 | $1.32M | Buy |
5,972
+2,524
| +73% | +$558K | 0.23% | 99 |
|
2023
Q2 | $742K | Buy |
3,448
+334
| +11% | +$71.9K | 0.07% | 278 |
|
2023
Q1 | $711K | Buy |
3,114
+416
| +15% | +$95K | 0.06% | 276 |
|
2022
Q4 | $669M | Buy |
2,698
+406
| +18% | +$101M | 0.06% | 274 |
|
2022
Q3 | $486K | Buy |
2,292
+357
| +18% | +$75.7K | 0.05% | 306 |
|
2022
Q2 | $428K | Buy |
1,935
+14
| +0.7% | +$3.1K | 0.04% | 273 |
|
2022
Q1 | $463K | Buy |
1,921
+219
| +13% | +$52.8K | 0.04% | 297 |
|
2021
Q4 | $354K | Buy |
1,702
+343
| +25% | +$71.3K | 0.03% | 351 |
|
2021
Q3 | $266K | Buy |
+1,359
| New | +$266K | 0.03% | 346 |
|