Beverly Hills Private Wealth’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
$334K Sell
1,146
-149
-12% -$43.5K 0.06% 241
2025
Q1
$353K Buy
1,295
+47
+4% +$12.8K 0.07% 232
2024
Q4
$329K Sell
1,248
-38
-3% -$10K 0.07% 239
2024
Q3
$388K Sell
1,286
-162
-11% -$48.9K 0.08% 220
2024
Q2
$420K Sell
1,448
-211
-13% -$61.2K 0.09% 207
2024
Q1
$469K Sell
1,659
-106
-6% -$29.9K 0.11% 203
2023
Q4
$458K Sell
1,765
-32
-2% -$8.31K 0.12% 183
2023
Q3
$397K Sell
1,797
-1,684
-48% -$372K 0.12% 185
2023
Q2
$780K Buy
3,481
+2,595
+293% +$581K 0.13% 173
2023
Q1
$202K Buy
+886
New +$202K 0.06% 262