Beta Wealth Group’s General Dynamics GD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Sell
2025
Q2
$257K Buy
2025
Q1
$219K Hold
2024
Q4
$211K Hold
2024
Q3
$242K Hold
2024
Q2
$233K Hold
2024
Q1
$227K Hold
2023
Q4
$208K Buy