Atwood & Palmer’s General Dynamics GD Stock Holding History

Atwood & Palmer’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
2026 Q2	$19.1K	Buy	+54	New	+$18.5K	﹤0.01%	329
2019 Q3	–	Sell	-300	Closed	-$55K	–	308
2019 Q2	$55K	Hold	300	–	–	0.01%	171
2019 Q1	$51K	Hold	300	–	–	0.01%	173
2018 Q4	$47K	Sell	300 -300	-50%	-$53.8K	0.01%	173
2018 Q3	$123K	Sell	600 -300	-33%	-$58.7K	0.02%	147
2018 Q2	$168K	Sell	900 -100	-10%	-$20.5K	0.02%	132
2018 Q1	$221K	Hold	1,000	–	–	0.03%	119
2017 Q4	$203K	Hold	1,000	–	–	0.03%	130
2017 Q3	$206K	Hold	1,000	–	–	0.03%	128
2017 Q2	$198K	Buy	+1,000	New	+$196K	0.03%	126

Other funds holding GD

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return