Brandywine Oak 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 | $658K | Sell |
2,257
-1,236
| -35% | -$360K | 0.06% | 127 |
|
|
2025
Q1 | $952K | Sell |
3,493
-24
| -0.7% | -$6.54K | 0.09% | 105 |
|
|
2024
Q4 | $927K | Buy |
3,517
+24
| +0.7% | +$6.32K | 0.09% | 104 |
|
|
2024
Q3 | $1.06M | Hold |
3,493
| – | – | 0.1% | 101 |
|
|
2024
Q2 | $1.01M | Sell |
3,493
-4
| -0.1% | -$1.16K | 0.1% | 96 |
|
|
2024
Q1 | $988K | Sell |
3,497
-88
| -2% | -$24.9K | 0.1% | 97 |
|
|
2023
Q4 | $931K | Sell |
3,585
-21
| -0.6% | -$5.45K | 0.1% | 100 |
|
|
2023
Q3 | $797K | Sell |
3,606
-117
| -3% | -$25.9K | 0.09% | 110 |
|
|
2023
Q2 | $801K | Sell |
3,723
-687
| -16% | -$148K | 0.09% | 111 |
|
|
2023
Q1 | $1.01M | Buy |
4,410
+333
| +8% | +$76K | 0.12% | 91 |
|
|
2022
Q4 | $1.01M | Sell |
4,077
-320
| -7% | -$79.4K | 0.13% | 91 |
|
|
2022
Q3 | $932K | Sell |
4,397
-228
| -5% | -$48.3K | 0.13% | 97 |
|
|
2022
Q2 | $1.02M | Sell |
4,625
-405
| -8% | -$89.6K | 0.13% | 104 |
|
|
2022
Q1 | $1.21M | Buy |
5,030
+137
| +3% | +$33K | 0.14% | 107 |
|
|
2021
Q4 | $1.05M | Sell |
4,893
-350
| -7% | -$74.8K | 0.11% | 131 |
|
|
2021
Q3 | $1.03M | Hold |
5,243
| – | – | 0.12% | 123 |
|
|
2021
Q2 | $987K | Buy |
5,243
+3,913
| +294% | +$737K | 0.12% | 128 |
|
|
2021
Q1 | $241K | Sell |
1,330
-471
| -26% | -$85.3K | 0.04% | 243 |
|
|
2020
Q4 | $268K | Buy |
+1,801
| New | +$268K | 0.04% | 217 |
|
|
2020
Q3 | – | Sell |
-1,745
| Closed | -$260K | – | 269 |
|
|
2020
Q2 | $260K | Sell |
1,745
-776
| -31% | -$116K | 0.05% | 191 |
|
|
2020
Q1 | $339K | Buy |
+2,521
| New | +$339K | 0.07% | 144 |
|
|
2019
Q4 | – | Sell |
-1,392
| Closed | -$254K | – | 241 |
|
|
2019
Q3 | $254K | Sell |
1,392
-1,472
| -51% | -$269K | 0.05% | 195 |
|
|
2019
Q2 | $520K | Buy |
2,864
+340
| +13% | +$61.7K | 0.1% | 105 |
|
|
2019
Q1 | $427K | Buy |
2,524
+1,004
| +66% | +$170K | 0.09% | 114 |
|
|
2018
Q4 | $238K | Buy |
+1,520
| New | +$238K | 0.05% | 179 |
|