Cerro Pacific Wealth Advisors’s General Dynamics GD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$464K	Sell	1,351 -190	-12%	-$67.4K	0.12%	104
2025 Q4	$519K	Sell	1,541 -118	-7%	-$40.2K	0.14%	100
2025 Q3	$566K	Sell	1,659 -389	-19%	-$123K	0.15%	99
2025 Q2	$597K	Sell	2,048 -183	-8%	-$50.4K	0.17%	102
2025 Q1	$588K	Sell	2,231 -5	-0.2%	-$1.3K	0.19%	96
2024 Q4	$676K	Sell	2,236 -30	-1%	-$8.64K	0.22%	88
2024 Q3	$657K	Hold	2,266	–	–	0.25%	81
2024 Q2	$657K	Buy	+2,266	New	+$664K	0.25%	82
2023 Q1	$535K	Sell	2,345 -14	-0.6%	-$3.23K	0.3%	84
2022 Q4	$585K	Buy	2,359 +134	+6%	+$32.7K	0.31%	83
2022 Q3	$472K	Sell	2,225 -201	-8%	-$45.4K	0.29%	87
2022 Q2	$537K	Sell	2,426 -370	-13%	-$85.1K	0.34%	82
2022 Q1	$674K	Buy	2,796 +18	+0.6%	+$4K	0.41%	78
2021 Q4	$579K	Sell	2,778 -299	-10%	-$60.4K	0.37%	79
2021 Q3	$603K	Sell	3,077 -1,079	-26%	-$211K	0.43%	78
2021 Q2	$782K	Buy	+4,156	New	+$784K	0.58%	53
2020 Q4	$843K	Buy	+5,663	New	+$828K	0.5%	62