Capital 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 | – | Sell |
-1,515
| Closed | -$413K | – | 90 |
|
2025
Q1 | $413K | Sell |
1,515
-23
| -1% | -$6.27K | 0.12% | 67 |
|
2024
Q4 | $405K | Buy |
1,538
+137
| +10% | +$36.1K | 0.11% | 70 |
|
2024
Q3 | $423K | Buy |
1,401
+1
| +0.1% | +$302 | 0.12% | 65 |
|
2024
Q2 | $406K | Hold |
1,400
| – | – | 0.12% | 62 |
|
2024
Q1 | $395K | Buy |
+1,400
| New | +$395K | 0.13% | 63 |
|