CIA
Choate Investment Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
2,254
+176
| +8% | +$51.3K | 0.01% | 243 |
|
|
2025
Q1 | $566K | Buy |
2,078
+160
| +8% | +$43.6K | 0.01% | 242 |
|
|
2024
Q4 | $505K | Sell |
1,918
-8
| -0.4% | -$2.11K | 0.01% | 268 |
|
|
2024
Q3 | $582K | Buy |
1,926
+43
| +2% | +$13K | 0.01% | 248 |
|
|
2024
Q2 | $546K | Sell |
1,883
-693
| -27% | -$201K | 0.01% | 242 |
|
|
2024
Q1 | $728K | Sell |
2,576
-3,767
| -59% | -$1.06M | 0.02% | 232 |
|
|
2023
Q4 | $1.65M | Sell |
6,343
-285
| -4% | -$74K | 0.05% | 141 |
|
|
2023
Q3 | $1.46M | Buy |
6,628
+183
| +3% | +$40.4K | 0.06% | 126 |
|
|
2023
Q2 | $1.39M | Buy |
6,445
+592
| +10% | +$127K | 0.06% | 111 |
|
|
2023
Q1 | $1.34M | Hold |
5,853
| – | – | 0.06% | 110 |
|
|
2022
Q4 | $1.45M | Buy |
5,853
+265
| +5% | +$65.7K | 0.09% | 97 |
|
|
2022
Q3 | $1.19M | Hold |
5,588
| – | – | 0.08% | 96 |
|
|
2022
Q2 | $1.24M | Hold |
5,588
| – | – | 0.08% | 103 |
|
|
2022
Q1 | $1.35M | Sell |
5,588
-5
| -0.1% | -$1.21K | 0.07% | 118 |
|
|
2021
Q4 | $1.17M | Buy |
5,593
+31
| +0.6% | +$6.46K | 0.07% | 124 |
|
|
2021
Q3 | $1.09M | Buy |
5,562
+5
| +0.1% | +$981 | 0.07% | 119 |
|
|
2021
Q2 | $1.05M | Sell |
5,557
-195
| -3% | -$36.7K | 0.06% | 123 |
|
|
2021
Q1 | $1.04M | Buy |
5,752
+104
| +2% | +$18.9K | 0.06% | 118 |
|
|
2020
Q4 | $840K | Hold |
5,648
| – | – | 0.05% | 131 |
|
|
2020
Q3 | $782K | Hold |
5,648
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $844K | Hold |
5,648
| – | – | 0.06% | 111 |
|
|
2020
Q1 | $747K | Hold |
5,648
| – | – | 0.06% | 120 |
|
|
2019
Q4 | $996K | Sell |
5,648
-2,050
| -27% | -$362K | 0.06% | 114 |
|
|
2019
Q3 | $1.41M | Hold |
7,698
| – | – | 0.09% | 92 |
|
|
2019
Q2 | $1.4M | Sell |
7,698
-9
| -0.1% | -$1.64K | 0.08% | 90 |
|
|
2019
Q1 | $1.31M | Buy |
7,707
+600
| +8% | +$102K | 0.08% | 92 |
|
|
2018
Q4 | $1.12M | Sell |
7,107
-511
| -7% | -$80.3K | 0.07% | 94 |
|
|
2018
Q3 | $1.56M | Buy |
7,618
+500
| +7% | +$102K | 0.09% | 75 |
|
|
2018
Q2 | $1.33M | Sell |
7,118
-503
| -7% | -$93.8K | 0.08% | 96 |
|
|
2018
Q1 | $1.68M | Sell |
7,621
-5
| -0.1% | -$1.11K | 0.09% | 87 |
|
|
2017
Q4 | $1.55M | Hold |
7,626
| – | – | 0.08% | 97 |
|
|
2017
Q3 | $1.57M | Buy |
7,626
+8
| +0.1% | +$1.65K | 0.08% | 94 |
|
|
2017
Q2 | $1.51M | Hold |
7,618
| – | – | 0.09% | 94 |
|
|
2017
Q1 | $1.43M | Hold |
7,618
| – | – | 0.08% | 94 |
|
|
2016
Q4 | $1.32M | Hold |
7,618
| – | – | 0.08% | 96 |
|
|
2016
Q3 | $1.18M | Buy |
7,618
+1,500
| +25% | +$233K | 0.08% | 107 |
|
|
2016
Q2 | $852K | Sell |
6,118
-375
| -6% | -$52.2K | 0.06% | 115 |
|
|
2016
Q1 | $853K | Sell |
6,493
-1,082
| -14% | -$142K | 0.06% | 113 |
|
|
2015
Q4 | $1.04M | Buy |
7,575
+1,080
| +17% | +$149K | 0.08% | 117 |
|
|
2015
Q3 | $896K | Hold |
6,495
| – | – | 0.06% | 106 |
|
|
2015
Q2 | $920K | Sell |
6,495
-80
| -1% | -$11.3K | 0.05% | 115 |
|
|
2015
Q1 | $892K | Sell |
6,575
-1,000
| -13% | -$136K | 0.05% | 128 |
|
|
2014
Q4 | $1.04M | Hold |
7,575
| – | – | 0.06% | 116 |
|
|
2014
Q3 | $963K | Hold |
7,575
| – | – | 0.06% | 124 |
|
|
2014
Q2 | $883K | Sell |
7,575
-31
| -0.4% | -$3.61K | 0.05% | 134 |
|
|
2014
Q1 | $828K | Buy |
7,606
+80
| +1% | +$8.71K | 0.05% | 144 |
|
|
2013
Q4 | $719K | Sell |
7,526
-2,033
| -21% | -$194K | 0.05% | 147 |
|
|
2013
Q3 | $837K | Buy |
9,559
+198
| +2% | +$17.3K | 0.06% | 129 |
|
|
2013
Q2 | $733K | Buy |
+9,361
| New | +$733K | 0.06% | 134 |
|