Cerro Pacific Wealth Advisors’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 | $597K | Sell |
2,048
-183
| -8% | -$53.4K | 0.17% | 102 |
|
|
2025
Q1 | $588K | Sell |
2,231
-5
| -0.2% | -$1.32K | 0.19% | 96 |
|
|
2024
Q4 | $676K | Sell |
2,236
-30
| -1% | -$9.07K | 0.22% | 88 |
|
|
2024
Q3 | $657K | Hold |
2,266
| – | – | 0.25% | 81 |
|
|
2024
Q2 | $657K | Buy |
+2,266
| New | +$657K | 0.25% | 82 |
|
|
2023
Q1 | $535K | Sell |
2,345
-14
| -0.6% | -$3.2K | 0.3% | 84 |
|
|
2022
Q4 | $585K | Buy |
2,359
+134
| +6% | +$33.2K | 0.31% | 83 |
|
|
2022
Q3 | $472K | Sell |
2,225
-201
| -8% | -$42.6K | 0.29% | 87 |
|
|
2022
Q2 | $537K | Sell |
2,426
-370
| -13% | -$81.9K | 0.34% | 82 |
|
|
2022
Q1 | $674K | Buy |
2,796
+18
| +0.6% | +$4.34K | 0.41% | 78 |
|
|
2021
Q4 | $579K | Sell |
2,778
-299
| -10% | -$62.3K | 0.37% | 79 |
|
|
2021
Q3 | $603K | Sell |
3,077
-1,079
| -26% | -$211K | 0.43% | 78 |
|
|
2021
Q2 | $782K | Buy |
+4,156
| New | +$782K | 0.58% | 53 |
|
|
2020
Q4 | $843K | Buy |
+5,663
| New | +$843K | 0.5% | 62 |
|