Center for Financial Planning’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42
| Closed | -$12.7K | – | 687 |
|
|
2024
Q3 | $12.7K | Hold |
42
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $12.2K | Hold |
42
| – | – | ﹤0.01% | 372 |
|
|
2024
Q1 | $11.9K | Sell |
42
-100
| -70% | -$28.3K | ﹤0.01% | 387 |
|
|
2023
Q4 | $36.9K | Sell |
142
-20
| -12% | -$5.19K | 0.01% | 256 |
|
|
2023
Q3 | $35.8K | Hold |
162
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $34.9K | Sell |
162
-36
| -18% | -$7.75K | 0.01% | 270 |
|
|
2023
Q1 | $45.2K | Sell |
198
-300
| -60% | -$68.5K | 0.01% | 225 |
|
|
2022
Q4 | $124K | Sell |
498
-75
| -13% | -$18.6K | 0.03% | 149 |
|
|
2022
Q3 | $122K | Hold |
573
| – | – | 0.03% | 143 |
|
|
2022
Q2 | $127K | Hold |
573
| – | – | 0.03% | 148 |
|
|
2022
Q1 | $138K | Buy |
573
+111
| +24% | +$26.7K | 0.03% | 149 |
|
|
2021
Q4 | $96K | Buy |
462
+62
| +16% | +$12.9K | 0.02% | 175 |
|
|
2021
Q3 | $78K | Hold |
400
| – | – | 0.02% | 179 |
|
|
2021
Q2 | $75K | Hold |
400
| – | – | 0.02% | 184 |
|
|
2021
Q1 | $73K | Hold |
400
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $60K | Hold |
400
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $55K | Hold |
400
| – | – | 0.02% | 179 |
|
|
2020
Q2 | $60K | Hold |
400
| – | – | 0.02% | 174 |
|
|
2020
Q1 | $53K | Hold |
400
| – | – | 0.02% | 168 |
|
|
2019
Q4 | $71K | Buy |
+400
| New | +$71K | 0.02% | 160 |
|