Caliber Wealth Management (Utah)’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.12M | Buy |
11,058
+9
| +0.1% | +$2.54K | 1.66% | 20 |
|
|
2023
Q4 | $2.87M | Buy |
11,049
+163
| +1% | +$42.3K | 1.69% | 20 |
|
|
2023
Q3 | $2.41M | Buy |
10,886
+784
| +8% | +$173K | 1.62% | 20 |
|
|
2023
Q2 | $2.17M | Buy |
10,102
+500
| +5% | +$108K | 1.46% | 27 |
|
|
2023
Q1 | $2.19M | Buy |
9,602
+675
| +8% | +$154K | 1.64% | 18 |
|
|
2022
Q4 | $2.21M | Sell |
8,927
-3,012
| -25% | -$747K | 1.69% | 16 |
|
|
2022
Q3 | $2.53M | Sell |
11,939
-194
| -2% | -$41.2K | 2% | 14 |
|
|
2022
Q2 | $2.68M | Sell |
12,133
-420
| -3% | -$92.9K | 2.09% | 14 |
|
|
2022
Q1 | $3.03M | Buy |
12,553
+665
| +6% | +$160K | 1.93% | 13 |
|
|
2021
Q4 | $2.53M | Buy |
11,888
+1,938
| +19% | +$413K | 1.75% | 16 |
|
|
2021
Q3 | $2.06M | Buy |
9,950
+644
| +7% | +$133K | 1.45% | 27 |
|
|
2021
Q2 | $1.75M | Sell |
9,306
-123
| -1% | -$23.2K | 1.24% | 31 |
|
|
2021
Q1 | $1.71M | Buy |
9,429
+3,127
| +50% | +$568K | 1.24% | 27 |
|
|
2020
Q4 | $938K | Buy |
+6,302
| New | +$938K | 0.92% | 48 |
|