Briaud Financial Planning’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 | $58K | Buy |
200
+75
| +60% | +$21.8K | 0.02% | 91 |
|
2025
Q1 | $34K | Hold |
125
| – | – | 0.01% | 97 |
|
2024
Q4 | $32K | Hold |
125
| – | – | 0.01% | 97 |
|
2024
Q3 | $37K | Hold |
125
| – | – | 0.02% | 72 |
|
2024
Q2 | $36K | Hold |
125
| – | – | 0.02% | 70 |
|
2024
Q1 | $36K | Buy |
+125
| New | +$36K | 0.02% | 67 |
|
2023
Q4 | – | Sell |
-125
| Closed | -$27K | – | 71 |
|
2023
Q3 | $27K | Buy |
+125
| New | +$27K | 0.02% | 76 |
|