Beacon Investment Advisory Services’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,067
| Closed | -$322K | – | 253 |
|
|
2024
Q3 | $322K | Hold |
1,067
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $310K | Hold |
1,067
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $301K | Buy |
1,067
+75
| +8% | +$21.2K | 0.01% | 226 |
|
|
2023
Q4 | $258K | Hold |
992
| – | – | 0.01% | 236 |
|
|
2023
Q3 | $219K | Hold |
992
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $213K | Hold |
992
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $226K | Buy |
992
+84
| +9% | +$19.2K | 0.01% | 257 |
|
|
2022
Q4 | $225K | Buy |
+908
| New | +$225K | 0.01% | 255 |
|
|
2022
Q3 | – | Sell |
-914
| Closed | -$202K | – | 278 |
|
|
2022
Q2 | $202K | Hold |
914
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $221K | Buy |
+914
| New | +$221K | 0.01% | 280 |
|
|
2021
Q4 | – | Sell |
-2,452
| Closed | -$481K | – | 310 |
|
|
2021
Q3 | $481K | Buy |
2,452
+23
| +0.9% | +$4.51K | 0.02% | 205 |
|
|
2021
Q2 | $457K | Sell |
2,429
-352
| -13% | -$66.2K | 0.02% | 217 |
|
|
2021
Q1 | $505K | Sell |
2,781
-100
| -3% | -$18.2K | 0.02% | 202 |
|
|
2020
Q4 | $429K | Sell |
2,881
-248
| -8% | -$36.9K | 0.02% | 196 |
|
|
2020
Q3 | $433K | Sell |
3,129
-95
| -3% | -$13.1K | 0.02% | 178 |
|
|
2020
Q2 | $482K | Sell |
3,224
-639
| -17% | -$95.5K | 0.03% | 171 |
|
|
2020
Q1 | $511K | Buy |
3,863
+1,543
| +67% | +$204K | 0.04% | 162 |
|
|
2019
Q4 | $409K | Sell |
2,320
-322
| -12% | -$56.8K | 0.02% | 191 |
|
|
2019
Q3 | $483K | Buy |
2,642
+200
| +8% | +$36.6K | 0.05% | 158 |
|
|
2019
Q2 | $444K | Sell |
2,442
-5
| -0.2% | -$909 | 0.05% | 155 |
|
|
2019
Q1 | $414K | Sell |
2,447
-80
| -3% | -$13.5K | 0.04% | 163 |
|
|
2018
Q4 | $397K | Hold |
2,527
| – | – | 0.04% | 174 |
|
|
2018
Q3 | $517K | Hold |
2,527
| – | – | 0.05% | 158 |
|
|
2018
Q2 | $471K | Buy |
2,527
+16
| +0.6% | +$2.98K | 0.05% | 163 |
|
|
2018
Q1 | $555K | Buy |
2,511
+35
| +1% | +$7.74K | 0.06% | 148 |
|
|
2017
Q4 | $504K | Sell |
2,476
-737
| -23% | -$150K | 0.05% | 146 |
|
|
2017
Q3 | $661K | Buy |
+3,213
| New | +$661K | 0.06% | 161 |
|