Barrett & Company’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 | $97.4K | Sell |
334
-5
| -1% | -$1.46K | 0.04% | 214 |
|
|
2025
Q1 | $92.4K | Hold |
339
| – | – | 0.04% | 203 |
|
|
2024
Q4 | $89.3K | Hold |
339
| – | – | 0.04% | 209 |
|
|
2024
Q3 | $102K | Hold |
339
| – | – | 0.04% | 196 |
|
|
2024
Q2 | $98.4K | Sell |
339
-20
| -6% | -$5.8K | 0.04% | 198 |
|
|
2024
Q1 | $101K | Hold |
359
| – | – | 0.05% | 203 |
|
|
2023
Q4 | $93.2K | Hold |
359
| – | – | 0.05% | 197 |
|
|
2023
Q3 | $79.3K | Sell |
359
-20
| -5% | -$4.42K | 0.05% | 203 |
|
|
2023
Q2 | $81.5K | Hold |
379
| – | – | 0.05% | 207 |
|
|
2023
Q1 | $86.5K | Hold |
379
| – | – | 0.05% | 193 |
|
|
2022
Q4 | $94K | Hold |
379
| – | – | 0.06% | 172 |
|
|
2022
Q3 | $94K | Buy |
+379
| New | +$94K | 0.06% | 172 |
|