Beta Wealth Group’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 | $257K | Buy |
882
+80
| +10% | +$23.3K | 0.09% | 95 |
|
|
2025
Q1 | $219K | Hold |
802
| – | – | 0.08% | 98 |
|
|
2024
Q4 | $211K | Hold |
802
| – | – | 0.09% | 103 |
|
|
2024
Q3 | $242K | Hold |
802
| – | – | 0.11% | 94 |
|
|
2024
Q2 | $233K | Hold |
802
| – | – | 0.11% | 94 |
|
|
2024
Q1 | $227K | Hold |
802
| – | – | 0.11% | 93 |
|
|
2023
Q4 | $208K | Buy |
+802
| New | +$208K | 0.11% | 102 |
|