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 |
|