Capital & Planning LLC’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
$2.37M Buy
8,121
+172
+2% +$50.2K 1.61% 16
2025
Q1
$2.17M Buy
7,949
+626
+9% +$171K 1.61% 18
2024
Q4
$1.93M Buy
+7,323
New +$1.93M 1.41% 18