Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.43M | Buy |
11,825
+228
| +2% | +$66.8K | 0.04% | 180 |
|
|
2024
Q1 | $3.28M | Hold |
11,597
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $3.01M | Buy |
11,597
+50
| +0.4% | +$12.2K | 0.04% | 190 |
|
|
2023
Q3 | $2.55M | Buy |
11,547
+8
| +0.1% | +$1.77K | 0.04% | 195 |
|
|
2023
Q2 | $2.48M | Sell |
11,539
-389
| -3% | -$83.9K | 0.04% | 196 |
|
|
2023
Q1 | $2.96M | Hold |
11,928
| – | – | 0.05% | 150 |
|
|
2022
Q4 | $2.96M | Sell |
11,928
-9
| -0.1% | -$2.19K | 0.05% | 150 |
|
|
2022
Q3 | $2.53M | Sell |
11,937
-4
| -0% | -$904 | 0.05% | 152 |
|
|
2022
Q2 | $2.64M | Buy |
11,941
+26
| +0.2% | +$5.98K | 0.05% | 156 |
|
|
2022
Q1 | $2.87M | Buy |
11,915
+130
| +1% | +$28.9K | 0.06% | 145 |
|
|
2021
Q4 | $2.46M | Sell |
11,785
-29
| -0.2% | -$5.86K | 0.05% | 161 |
|
|
2021
Q3 | $2.32M | Sell |
11,814
-42
| -0.4% | -$8.22K | 0.05% | 160 |
|
|
2021
Q2 | $2.23M | Buy |
11,856
+15
| +0.1% | +$2.83K | 0.05% | 159 |
|
|
2021
Q1 | $2.15M | Buy |
11,841
+614
| +5% | +$100K | 0.11% | 145 |
|
|
2020
Q4 | $1.67M | Sell |
11,227
-391
| -3% | -$57.2K | 0.09% | 168 |
|
|
2020
Q3 | $1.61M | Sell |
11,618
-576
| -5% | -$85.1K | 0.12% | 130 |
|
|
2020
Q2 | $1.82M | Buy |
12,194
+4,907
| +67% | +$693K | 0.17% | 97 |
|
|
2020
Q1 | $964K | Buy |
7,287
+590
| +9% | +$98K | 0.09% | 167 |
|
|
2019
Q4 | $1.18M | Buy |
6,697
+400
| +6% | +$71.8K | 0.11% | 141 |
|
|
2019
Q3 | $1.15M | Sell |
6,297
-588
| -9% | -$109K | 0.12% | 128 |
|
|
2019
Q2 | $1.25M | Sell |
6,885
-227
| -3% | -$39.1K | 0.14% | 122 |
|
|
2019
Q1 | $1.2M | Sell |
7,112
-301
| -4% | -$50.7K | 0.15% | 119 |
|
|
2018
Q4 | $1.17M | Sell |
7,413
-378
| -5% | -$67.7K | 0.18% | 102 |
|
|
2018
Q3 | $1.59M | Sell |
7,791
-40
| -0.5% | -$7.83K | 0.24% | 88 |
|
|
2018
Q2 | $1.46M | Buy |
7,831
+1,044
| +15% | +$214K | 0.24% | 96 |
|
|
2018
Q1 | $1.5M | Sell |
6,787
-872
| -11% | -$190K | 0.29% | 75 |
|
|
2017
Q4 | $1.56M | Buy |
7,659
+287
| +4% | +$58.6K | 0.32% | 74 |
|
|
2017
Q3 | $1.52M | Sell |
7,372
-1,258
| -15% | -$252K | 0.36% | 66 |
|
|
2017
Q2 | $1.71M | Buy |
8,630
+5,002
| +138% | +$980K | 0.4% | 58 |
|
|
2017
Q1 | $679K | Sell |
3,628
-38
| -1% | -$7.02K | 0.2% | 102 |
|
|
2016
Q4 | $633K | Buy |
3,666
+65
| +2% | +$10.6K | 0.2% | 100 |
|
|
2016
Q3 | $559K | Sell |
3,601
-96
| -3% | -$14.3K | 0.19% | 105 |
|
|
2016
Q2 | $515K | Sell |
3,697
-15
| -0.4% | -$2.09K | 0.18% | 110 |
|
|
2016
Q1 | $488K | Sell |
3,712
-542
| -13% | -$71.8K | 0.16% | 110 |
|
|
2015
Q4 | $584K | Buy |
4,254
+68
| +2% | +$9.72K | 0.2% | 94 |
|
|
2015
Q3 | $578K | Sell |
4,186
-75
| -2% | -$10.8K | 0.2% | 90 |
|
|
2015
Q2 | $604K | Buy |
4,261
+1,899
| +80% | +$264K | 0.2% | 96 |
|
|
2015
Q1 | $321K | Buy |
2,362
+156
| +7% | +$21.4K | 0.12% | 135 |
|
|
2014
Q4 | $304K | Buy |
2,206
+7
| +0.3% | +$952 | 0.12% | 130 |
|
|
2014
Q3 | $279K | Sell |
2,199
-35
| -2% | -$4.25K | 0.12% | 125 |
|
|
2014
Q2 | $260K | Buy |
+2,234
| New | +$254K | 0.11% | 130 |
|
Other funds holding GD
LAMI
