Brandywine Oak Private Wealth’s General Dynamics GD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$777K	Buy	2,264 +7	+0.3%	+$2.48K	0.07%	125
2025 Q4	$760K	Hold	2,257	–	–	0.06%	124
2025 Q3	$770K	Hold	2,257	–	–	0.07%	120
2025 Q2	$658K	Sell	2,257 -1,236	-35%	-$340K	0.06%	128
2025 Q1	$952K	Sell	3,493 -24	-0.7%	-$6.24K	0.09%	105
2024 Q4	$927K	Buy	3,517 +24	+0.7%	+$6.91K	0.09%	104
2024 Q3	$1.06M	Hold	3,493	–	–	0.1%	101
2024 Q2	$1.01M	Sell	3,493 -4	-0.1%	-$1.17K	0.1%	97
2024 Q1	$988K	Sell	3,497 -88	-2%	-$23.5K	0.1%	98
2023 Q4	$931K	Sell	3,585 -21	-0.6%	-$5.12K	0.1%	101
2023 Q3	$797K	Sell	3,606 -117	-3%	-$25.9K	0.09%	111
2023 Q2	$801K	Sell	3,723 -687	-16%	-$148K	0.09%	112
2023 Q1	$1.01M	Buy	4,410 +333	+8%	+$76.9K	0.12%	92
2022 Q4	$1.01M	Sell	4,077 -320	-7%	-$78.1K	0.13%	92
2022 Q3	$932K	Sell	4,397 -228	-5%	-$51.5K	0.13%	97
2022 Q2	$1.02M	Sell	4,625 -405	-8%	-$93.2K	0.13%	104
2022 Q1	$1.21M	Buy	5,030 +137	+3%	+$30.4K	0.14%	107
2021 Q4	$1.05M	Sell	4,893 -350	-7%	-$70.7K	0.11%	131
2021 Q3	$1.03M	Hold	5,243	–	–	0.12%	123
2021 Q2	$987K	Buy	5,243 +3,913	+294%	+$738K	0.12%	128
2021 Q1	$241K	Sell	1,330 -471	-26%	-$76.9K	0.04%	243
2020 Q4	$268K	Buy	+1,801	New	+$263K	0.04%	217
2020 Q3	–	Sell	-1,745	Closed	-$260K	–	269
2020 Q2	$260K	Sell	1,745 -776	-31%	-$110K	0.05%	191
2020 Q1	$339K	Buy	+2,521	New	+$419K	0.07%	144
2019 Q4	–	Sell	-1,392	Closed	-$254K	–	241
2019 Q3	$254K	Sell	1,392 -1,472	-51%	-$273K	0.05%	195
2019 Q2	$520K	Buy	2,864 +340	+13%	+$58.5K	0.1%	105
2019 Q1	$427K	Buy	2,524 +1,004	+66%	+$169K	0.09%	114
2018 Q4	$238K	Buy	+1,520	New	+$272K	0.05%	179