BFA
Beaumont Financial Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
10,799
-1,119
| -9% | -$326K | 0.23% | 67 |
|
|
2025
Q1 | $3.25M | Sell |
11,918
-480
| -4% | -$131K | 0.25% | 68 |
|
|
2024
Q4 | $3.27M | Sell |
12,398
-467
| -4% | -$123K | 0.25% | 68 |
|
|
2024
Q3 | $3.89M | Sell |
12,865
-678
| -5% | -$205K | 0.3% | 58 |
|
|
2024
Q2 | $3.93M | Sell |
13,543
-6,277
| -32% | -$1.82M | 0.31% | 60 |
|
|
2024
Q1 | $5.6M | Buy |
19,820
+59
| +0.3% | +$16.7K | 0.46% | 47 |
|
|
2023
Q4 | $5.13M | Buy |
19,761
+1,216
| +7% | +$316K | 0.47% | 47 |
|
|
2023
Q3 | $4.1M | Sell |
18,545
-196
| -1% | -$43.3K | 0.41% | 46 |
|
|
2023
Q2 | $4.03M | Buy |
+18,741
| New | +$4.03M | 0.37% | 51 |
|
|
2022
Q4 | – | Sell |
-1,059
| Closed | -$225K | – | 329 |
|
|
2022
Q3 | $225K | Sell |
1,059
-40
| -4% | -$8.5K | 0.02% | 277 |
|
|
2022
Q2 | $243K | Hold |
1,099
| – | – | 0.02% | 272 |
|
|
2022
Q1 | $265K | Buy |
1,099
+11
| +1% | +$2.65K | 0.02% | 301 |
|
|
2021
Q4 | $227K | Sell |
1,088
-18
| -2% | -$3.76K | 0.02% | 330 |
|
|
2021
Q3 | $217K | Sell |
1,106
-23
| -2% | -$4.51K | 0.02% | 336 |
|
|
2021
Q2 | $213K | Buy |
1,129
+23
| +2% | +$4.34K | 0.02% | 351 |
|
|
2021
Q1 | $201K | Buy |
+1,106
| New | +$201K | 0.02% | 329 |
|
|
2020
Q1 | – | Sell |
-1,528
| Closed | -$269K | – | 255 |
|
|
2019
Q4 | $269K | Buy |
1,528
+23
| +2% | +$4.05K | 0.03% | 239 |
|
|
2019
Q3 | $275K | Buy |
1,505
+64
| +4% | +$11.7K | 0.03% | 227 |
|
|
2019
Q2 | $262K | Buy |
1,441
+17
| +1% | +$3.09K | 0.03% | 208 |
|
|
2019
Q1 | $241K | Sell |
1,424
-199
| -12% | -$33.7K | 0.03% | 207 |
|
|
2018
Q4 | $255K | Hold |
1,623
| – | – | 0.04% | 171 |
|
|
2018
Q3 | $332K | Buy |
1,623
+1
| +0.1% | +$205 | 0.03% | 176 |
|
|
2018
Q2 | $302K | Sell |
1,622
-497
| -23% | -$92.5K | 0.03% | 165 |
|
|
2018
Q1 | $468K | Sell |
2,119
-636
| -23% | -$140K | 0.05% | 144 |
|
|
2017
Q4 | $561K | Buy |
2,755
+347
| +14% | +$70.7K | 0.07% | 114 |
|
|
2017
Q3 | $495K | Buy |
2,408
+61
| +3% | +$12.5K | 0.06% | 119 |
|
|
2017
Q2 | $465K | Sell |
2,347
-655
| -22% | -$130K | 0.06% | 118 |
|
|
2017
Q1 | $562K | Buy |
+3,002
| New | +$562K | 0.08% | 111 |
|