Caldwell Trust’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Sell |
3,155
-90
|
|
||||
|
2025
Q1 | $885K | Sell |
3,245
-537
|
|
||||
|
2024
Q4 | $997K | Hold |
3,782
|
|
||||
|
2024
Q3 | $1.14M | Buy |
3,782
+11
|
|
||||
|
2024
Q2 | $1.09M | Sell |
3,771
-77
|
|
||||
|
2024
Q1 | $1.09M | Sell |
3,848
-401
|
|
||||
|
2023
Q4 | $1.1M | Sell |
4,249
-990
|
|
||||
|
2023
Q3 | $1.16M | Sell |
5,239
-114
|
|
||||
|
2023
Q2 | $1.15M | Buy |
5,353
+89
|
|
||||
|
2023
Q1 | $1.2M | Buy |
5,264
+258
|
|
||||
|
2022
Q4 | $1.24M | Buy |
5,006
+99
|
|
||||
|
2022
Q3 | $1.04M | Buy |
4,907
+154
|
|
||||
|
2022
Q2 | $1.05M | Buy |
4,753
+56
|
|
||||
|
2022
Q1 | $1.13M | Buy |
4,697
+267
|
|
||||
|
2021
Q4 | $924K | Buy |
4,430
+9
|
|
||||
|
2021
Q3 | $867K | Buy |
4,421
+108
|
|
||||
|
2021
Q2 | $812K | Sell |
4,313
-647
|
|
||||
|
2021
Q1 | $901K | Sell |
4,960
-25
|
|
||||
|
2020
Q4 | $742K | Sell |
4,985
-367
|
|
||||
|
2020
Q3 | $741K | Sell |
5,352
-544
|
|
||||
|
2020
Q2 | $881K | Sell |
5,896
-337
|
|
||||
|
2020
Q1 | $825K | Sell |
6,233
-109
|
|
||||
|
2019
Q4 | $1.12M | Buy |
+6,342
|
|