Avantax Planning Partners’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 | $904K | Sell |
3,098
-259
| -8% | -$75.5K | 0.03% | 197 |
|
|
2025
Q1 | $915K | Sell |
3,357
-630
| -16% | -$172K | 0.03% | 190 |
|
|
2024
Q4 | $1.05M | Buy |
3,987
+126
| +3% | +$33.2K | 0.04% | 180 |
|
|
2024
Q3 | $1.17M | Sell |
3,861
-1,696
| -31% | -$512K | 0.04% | 172 |
|
|
2024
Q2 | $1.61M | Sell |
5,557
-1,072
| -16% | -$311K | 0.05% | 159 |
|
|
2024
Q1 | $1.87M | Buy |
6,629
+5,142
| +346% | +$1.45M | 0.06% | 149 |
|
|
2023
Q4 | $386K | Sell |
1,487
-81
| -5% | -$21K | 0.01% | 267 |
|
|
2023
Q3 | $346K | Buy |
1,568
+160
| +11% | +$35.4K | 0.01% | 262 |
|
|
2023
Q2 | $303K | Hold |
1,408
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $321K | Hold |
1,408
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $349K | Sell |
1,408
-298
| -17% | -$73.9K | 0.01% | 276 |
|
|
2022
Q3 | $362K | Sell |
1,706
-1,760
| -51% | -$373K | 0.02% | 260 |
|
|
2022
Q2 | $767K | Sell |
3,466
-78
| -2% | -$17.3K | 0.03% | 187 |
|
|
2022
Q1 | $855K | Buy |
3,544
+40
| +1% | +$9.65K | 0.03% | 172 |
|
|
2021
Q4 | $730K | Buy |
3,504
+217
| +7% | +$45.2K | 0.03% | 186 |
|
|
2021
Q3 | $644K | Buy |
3,287
+86
| +3% | +$16.8K | 0.03% | 178 |
|
|
2021
Q2 | $603K | Buy |
3,201
+1,771
| +124% | +$334K | 0.03% | 177 |
|
|
2021
Q1 | $260K | Buy |
1,430
+39
| +3% | +$7.09K | 0.01% | 258 |
|
|
2020
Q4 | $207K | Sell |
1,391
-134
| -9% | -$19.9K | 0.01% | 271 |
|
|
2020
Q3 | $211K | Buy |
+1,525
| New | +$211K | 0.01% | 275 |
|
|
2020
Q1 | – | Sell |
-1,161
| Closed | -$205K | – | 288 |
|
|
2019
Q4 | $205K | Buy |
+1,161
| New | +$205K | 0.01% | 291 |
|
|
2018
Q4 | – | Sell |
-1,033
| Closed | -$211K | – | 623 |
|
|
2018
Q3 | $211K | Buy |
+1,033
| New | +$211K | 0.02% | 231 |
|
|
2018
Q2 | – | Sell |
-1,096
| Closed | -$242K | – | 682 |
|
|
2018
Q1 | $242K | Buy |
+1,096
| New | +$242K | 0.02% | 267 |
|