Bard Financial Services’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 | $3.35M | Sell |
11,500
-295
| -3% | -$86K | 0.4% | 63 |
|
|
2025
Q1 | $3.22M | Sell |
11,795
-250
| -2% | -$68.1K | 0.39% | 64 |
|
|
2024
Q4 | $3.17M | Hold |
12,045
| – | – | 0.38% | 64 |
|
|
2024
Q3 | $3.64M | Hold |
12,045
| – | – | 0.43% | 57 |
|
|
2024
Q2 | $3.49M | Hold |
12,045
| – | – | 0.36% | 63 |
|
|
2024
Q1 | $3.4M | Hold |
12,045
| – | – | 0.36% | 65 |
|
|
2023
Q4 | $3.13M | Buy |
12,045
+755
| +7% | +$196K | 0.35% | 65 |
|
|
2023
Q3 | $2.49M | Buy |
11,290
+150
| +1% | +$33.1K | 0.31% | 73 |
|
|
2023
Q2 | $2.4M | Sell |
11,140
-750
| -6% | -$161K | 0.18% | 112 |
|
|
2023
Q1 | $2.71M | Sell |
11,890
-25
| -0.2% | -$5.71K | 0.22% | 95 |
|
|
2022
Q4 | $2.96M | Buy |
11,915
+140
| +1% | +$34.7K | 0.25% | 91 |
|
|
2022
Q3 | $2.5M | Hold |
11,775
| – | – | 0.23% | 95 |
|
|
2022
Q2 | $2.61M | Buy |
11,775
+250
| +2% | +$55.3K | 0.24% | 93 |
|
|
2022
Q1 | $2.78M | Hold |
11,525
| – | – | 0.23% | 97 |
|
|
2021
Q4 | $2.4M | Hold |
11,525
| – | – | 0.19% | 104 |
|
|
2021
Q3 | $2.26M | Hold |
11,525
| – | – | 0.2% | 105 |
|
|
2021
Q2 | $2.17M | Hold |
11,525
| – | – | 0.19% | 107 |
|
|
2021
Q1 | $2.09M | Sell |
11,525
-1,130
| -9% | -$205K | 0.2% | 104 |
|
|
2020
Q4 | $1.88M | Buy |
+12,655
| New | +$1.88M | 0.19% | 105 |
|