Cassaday & Co Wealth Management’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 | $2.2M | Buy |
7,560
+598
| +9% | +$174K | 0.06% | 75 |
|
|
2025
Q1 | $1.9M | Sell |
6,962
-17
| -0.2% | -$4.63K | 0.05% | 79 |
|
|
2024
Q4 | $1.84M | Sell |
6,979
-98
| -1% | -$25.8K | 0.05% | 76 |
|
|
2024
Q3 | $2.14M | Sell |
7,077
-23
| -0.3% | -$6.95K | 0.06% | 67 |
|
|
2024
Q2 | $2.06M | Buy |
7,100
+102
| +1% | +$29.6K | 0.06% | 64 |
|
|
2024
Q1 | $1.98M | Buy |
6,998
+59
| +0.9% | +$16.7K | 0.06% | 65 |
|
|
2023
Q4 | $1.8M | Sell |
6,939
-139
| -2% | -$36.1K | 0.06% | 63 |
|
|
2023
Q3 | $1.56M | Sell |
7,078
-437
| -6% | -$96.6K | 0.07% | 64 |
|
|
2023
Q2 | $1.62M | Sell |
7,515
-578
| -7% | -$124K | 0.06% | 65 |
|
|
2023
Q1 | $1.85M | Hold |
8,093
| – | – | 0.08% | 54 |
|
|
2022
Q4 | $2.01M | Buy |
+8,093
| New | +$2.01M | 0.09% | 50 |
|