CSWM
GD icon

Cassady Schiller Wealth Management’s General Dynamics GD Stock Holding History

Cassady Schiller 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
2024
Q4 		$23.5K Buy
89
+26
+41% +$7.49K 0.01% 266
2024
Q3 		$19K Hold
63
– – 0.01% 278
2024
Q2 		$18.3K Hold
63
– – 0.01% 278
2024
Q1 		$17.8K Buy
63
+3
+5% +$802 0.01% 298
2023
Q4 		$15.6K Hold
60
– – 0.01% 298
2023
Q3 		$13.3K Hold
60
– – 0.01% 311
2023
Q2 		$12.9K Hold
60
– – 0.01% 319
2023
Q1 		$13.7K Sell
60
-29
-33% -$6.7K 0.01% 302
2022
Q4 		$22.1K Buy
+89
New +$21.7K 0.01% 263
2022
Q1 		– Sell
-70
Closed -$15K – 292
2021
Q4 		$15K Buy
+70
New +$14.1K 0.01% 290

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return