Bogart Wealth LLC’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 | $8.94M | Buy |
30,655
+409
| +1% | +$119K | 0.38% | 60 |
|
2025
Q1 | $8.24M | Buy |
30,246
+541
| +2% | +$147K | 0.39% | 61 |
|
2024
Q4 | $7.83M | Buy |
29,705
+9,759
| +49% | +$2.57M | 0.37% | 66 |
|
2024
Q3 | $6.03M | Buy |
19,946
+161
| +0.8% | +$48.7K | 0.29% | 88 |
|
2024
Q2 | $5.74M | Sell |
19,785
-11,756
| -37% | -$3.41M | 0.29% | 83 |
|
2024
Q1 | $8.91M | Buy |
31,541
+1,052
| +3% | +$297K | 0.46% | 52 |
|
2023
Q4 | $7.92M | Sell |
30,489
-92
| -0.3% | -$23.9K | 0.45% | 52 |
|
2023
Q3 | $6.76M | Buy |
30,581
+940
| +3% | +$208K | 0.42% | 57 |
|
2023
Q2 | $6.38M | Buy |
29,641
+1,568
| +6% | +$337K | 0.4% | 61 |
|
2023
Q1 | $6.41M | Buy |
28,073
+2,715
| +11% | +$620K | 0.43% | 57 |
|
2022
Q4 | $6.29M | Buy |
25,358
+3,808
| +18% | +$945K | 0.44% | 49 |
|
2022
Q3 | $4.57M | Buy |
21,550
+3,642
| +20% | +$773K | 0.38% | 52 |
|
2022
Q2 | $3.96M | Buy |
17,908
+2,946
| +20% | +$652K | 0.35% | 62 |
|
2022
Q1 | $3.61M | Sell |
14,962
-40
| -0.3% | -$9.65K | 0.31% | 71 |
|
2021
Q4 | $3.13M | Buy |
15,002
+1,922
| +15% | +$401K | 0.28% | 71 |
|
2021
Q3 | $2.56M | Buy |
13,080
+2,172
| +20% | +$426K | 0.26% | 69 |
|
2021
Q2 | $2.05M | Buy |
10,908
+1,970
| +22% | +$371K | 0.22% | 76 |
|
2021
Q1 | $1.62M | Buy |
8,938
+2,553
| +40% | +$464K | 0.23% | 80 |
|
2020
Q4 | $950K | Buy |
6,385
+806
| +14% | +$120K | 0.18% | 94 |
|
2020
Q3 | $772K | Buy |
5,579
+180
| +3% | +$24.9K | 0.17% | 82 |
|
2020
Q2 | $807K | Buy |
5,399
+630
| +13% | +$94.2K | 0.19% | 71 |
|
2020
Q1 | $631K | Buy |
4,769
+415
| +10% | +$54.9K | 0.17% | 75 |
|
2019
Q4 | $768K | Buy |
4,354
+4,336
| +24,089% | +$765K | 0.25% | 65 |
|
2019
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 321 |
|
2019
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 301 |
|
2019
Q1 | $3K | Sell |
18
-10
| -36% | -$1.67K | ﹤0.01% | 300 |
|
2018
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 290 |
|
2018
Q3 | $6K | Buy |
28
+10
| +56% | +$2.14K | ﹤0.01% | 257 |
|
2018
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 302 |
|
2018
Q1 | $4K | Sell |
18
-7
| -28% | -$1.56K | ﹤0.01% | 288 |
|
2017
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 280 |
|
2017
Q3 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 276 |
|