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Atria Wealth Solutions’s General Dynamics GD Stock Holding History

Atria Wealth Solutions’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.06M Sell
17,334
-11,035
-39% -$3.04M 0.11% 211
2025
Q1 		$7.73M Buy
28,369
+1,337
+5% +$348K 0.09% 225
2024
Q4 		$7.12M Buy
27,032
+1,800
+7% +$518K 0.08% 263
2024
Q3 		$7.63M Sell
25,232
-884
-3% -$260K 0.08% 255
2024
Q2 		$7.58M Buy
26,116
+484
+2% +$142K 0.08% 244
2024
Q1 		$7.24M Sell
25,632
-774
-3% -$207K 0.08% 256
2023
Q4 		$6.86M Buy
26,406
+998
+4% +$243K 0.09% 239
2023
Q3 		$5.61M Buy
25,408
+1,748
+7% +$387K 0.08% 258
2023
Q2 		$5.09M Buy
23,660
+2,280
+11% +$492K 0.07% 283
2023
Q1 		$4.88M Buy
21,380
+10
+0% +$2.31K 0.07% 275
2022
Q4 		$5.3M Buy
21,370
+391
+2% +$95.4K 0.09% 245
2022
Q3 		$4.45M Buy
20,979
+4,716
+29% +$1.07M 0.08% 254
2022
Q2 		$3.6M Sell
16,263
-3,150
-16% -$725K 0.07% 301
2022
Q1 		$4.68M Buy
+19,413
New +$4.31M 0.08% 268

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return