CWM
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CarsonAllaria Wealth Management’s General Dynamics GD Stock Holding History

CarsonAllaria Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-115
Closed -$33.7K – 171
2025
Q2 		$33.7K Hold
115
– – 0.02% 157
2025
Q1 		$31.5K Sell
115
-1
-0.9% -$260 0.02% 159
2024
Q4 		$30.8K Hold
116
– – 0.02% 164
2024
Q3 		$35.1K Buy
116
+1
+0.9% +$294 0.02% 151
2024
Q2 		$33.6K Hold
115
– – 0.02% 147
2024
Q1 		$32.5K Buy
115
+1
+0.9% +$267 0.02% 154
2023
Q4 		$29.8K Sell
114
-15
-12% -$3.66K 0.02% 142
2023
Q3 		$28.6K Hold
129
– – 0.02% 139
2023
Q2 		$27.9K Buy
129
+1
+0.8% +$216 0.02% 145
2023
Q1 		$29.4K Hold
128
– – 0.02% 142
2022
Q4 		$32K Buy
+128
New +$31.2K 0.03% 126

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