Carson Wealth (CWM 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 | $21.3M | Buy |
73,022
+6,279
| +9% | +$1.83M | 0.08% | 226 |
|
|
2025
Q1 | $18.2M | Sell |
66,743
-325
| -0.5% | -$88.6K | 0.07% | 237 |
|
|
2024
Q4 | $17.7M | Sell |
67,068
-2,106
| -3% | -$555K | 0.07% | 226 |
|
|
2024
Q3 | $20.9M | Sell |
69,174
-3,002
| -4% | -$907K | 0.09% | 203 |
|
|
2024
Q2 | $20.9M | Sell |
72,176
-2,579
| -3% | -$748K | 0.1% | 194 |
|
|
2024
Q1 | $21.1M | Sell |
74,755
-3,060
| -4% | -$864K | 0.1% | 191 |
|
|
2023
Q4 | $20.2M | Sell |
77,815
-9,572
| -11% | -$2.49M | 0.11% | 181 |
|
|
2023
Q3 | $19.3M | Sell |
87,387
-5,879
| -6% | -$1.3M | 0.12% | 160 |
|
|
2023
Q2 | $20.1M | Sell |
93,266
-6,191
| -6% | -$1.33M | 0.12% | 157 |
|
|
2023
Q1 | $22.7M | Buy |
99,457
+2,914
| +3% | +$665K | 0.15% | 132 |
|
|
2022
Q4 | $24M | Buy |
96,543
+91,099
| +1,673% | +$22.6M | 0.18% | 124 |
|
|
2022
Q3 | $1.16M | Buy |
5,444
+1,026
| +23% | +$218K | 0.01% | 525 |
|
|
2022
Q2 | $977K | Buy |
4,418
+402
| +10% | +$88.9K | 0.01% | 565 |
|
|
2022
Q1 | $969K | Sell |
4,016
-20,281
| -83% | -$4.89M | 0.01% | 565 |
|
|
2021
Q4 | $5.07M | Buy |
+24,297
| New | +$5.07M | 0.04% | 295 |
|
|
2021
Q2 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2021
Q1 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2020
Q4 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2020
Q3 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2020
Q2 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2020
Q1 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2019
Q4 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2019
Q3 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2019
Q2 | $3.74M | Hold |
19,864
| – | – | 0.03% | 323 |
|
|
2019
Q1 | $3.74M | Buy |
19,864
+18,851
| +1,861% | +$3.55M | 0.03% | 323 |
|
|
2018
Q4 | $159K | Buy |
1,013
+132
| +15% | +$20.7K | ﹤0.01% | 643 |
|
|
2018
Q3 | $180K | Buy |
881
+129
| +17% | +$26.4K | ﹤0.01% | 532 |
|
|
2018
Q2 | $140K | Buy |
752
+8
| +1% | +$1.49K | ﹤0.01% | 473 |
|
|
2018
Q1 | $164K | Buy |
744
+122
| +20% | +$26.9K | 0.01% | 385 |
|
|
2017
Q4 | $127K | Buy |
622
+15
| +2% | +$3.06K | 0.01% | 399 |
|
|
2017
Q3 | $125K | Buy |
607
+118
| +24% | +$24.3K | 0.01% | 384 |
|
|
2017
Q2 | $97K | Sell |
489
-328
| -40% | -$65.1K | 0.01% | 385 |
|
|
2017
Q1 | $153K | Sell |
817
-5,062
| -86% | -$948K | 0.01% | 319 |
|
|
2016
Q4 | $1.02M | Buy |
5,879
+5,372
| +1,060% | +$927K | 0.06% | 179 |
|
|
2016
Q3 | $79K | Hold |
507
| – | – | 0.01% | 362 |
|
|
2016
Q2 | $71K | Buy |
507
+100
| +25% | +$14K | 0.01% | 338 |
|
|
2016
Q1 | $53K | Buy |
407
+200
| +97% | +$26K | ﹤0.01% | 334 |
|
|
2015
Q4 | $28K | Hold |
207
| – | – | ﹤0.01% | 366 |
|
|
2015
Q3 | $29K | Buy |
+207
| New | +$29K | ﹤0.01% | 333 |
|
|
2014
Q1 | – | Sell |
-203
| Closed | -$20K | – | 256 |
|
|
2013
Q4 | $20K | Buy |
203
+37
| +22% | +$3.65K | ﹤0.01% | 339 |
|
|
2013
Q3 | $15K | Buy |
+166
| New | +$15K | ﹤0.01% | 293 |
|