Claro 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 | $453K | Sell |
1,551
-2,024
| -57% | -$591K | 0.07% | 217 |
|
|
2025
Q1 | $974K | Sell |
3,575
-194
| -5% | -$52.9K | 0.13% | 148 |
|
|
2024
Q4 | $993K | Sell |
3,769
-1,030
| -21% | -$271K | 0.13% | 139 |
|
|
2024
Q3 | $1.45M | Buy |
4,799
+260
| +6% | +$78.6K | 0.19% | 109 |
|
|
2024
Q2 | $1.32M | Sell |
4,539
-686
| -13% | -$199K | 0.21% | 96 |
|
|
2024
Q1 | $1.48M | Buy |
5,225
+100
| +2% | +$28.3K | 0.26% | 79 |
|
|
2023
Q4 | $1.33M | Buy |
5,125
+135
| +3% | +$35.1K | 0.29% | 71 |
|
|
2023
Q3 | $1.1M | Buy |
4,990
+344
| +7% | +$76K | 0.28% | 83 |
|
|
2023
Q2 | $1,000K | Buy |
4,646
+193
| +4% | +$41.5K | 0.25% | 96 |
|
|
2023
Q1 | $1.02M | Buy |
4,453
+240
| +6% | +$54.8K | 0.3% | 80 |
|
|
2022
Q4 | $1.05M | Buy |
4,213
+457
| +12% | +$113K | 0.34% | 77 |
|
|
2022
Q3 | $831K | Hold |
3,756
| – | – | 0.33% | 75 |
|
|
2022
Q2 | $831K | Buy |
3,756
+577
| +18% | +$128K | 0.33% | 75 |
|
|
2022
Q1 | $663K | Hold |
3,179
| – | – | 0.24% | 112 |
|
|
2021
Q4 | $663K | Buy |
3,179
+94
| +3% | +$19.6K | 0.24% | 112 |
|
|
2021
Q3 | $605K | Buy |
3,085
+159
| +5% | +$31.2K | 0.25% | 110 |
|
|
2021
Q2 | $551K | Sell |
2,926
-82
| -3% | -$15.4K | 0.25% | 118 |
|
|
2021
Q1 | $546K | Buy |
3,008
+271
| +10% | +$49.2K | 0.28% | 101 |
|
|
2020
Q4 | $407K | Buy |
2,737
+54
| +2% | +$8.03K | 0.22% | 130 |
|
|
2020
Q3 | $371K | Buy |
2,683
+20
| +0.8% | +$2.77K | 0.24% | 121 |
|
|
2020
Q2 | $398K | Buy |
2,663
+102
| +4% | +$15.2K | 0.27% | 109 |
|
|
2020
Q1 | $339K | Buy |
2,561
+312
| +14% | +$41.3K | 0.32% | 96 |
|
|
2019
Q4 | $397K | Buy |
2,249
+6
| +0.3% | +$1.06K | 0.31% | 91 |
|
|
2019
Q3 | $410K | Buy |
2,243
+33
| +1% | +$6.03K | 0.36% | 82 |
|
|
2019
Q2 | $402K | Sell |
2,210
-80
| -3% | -$14.6K | 0.37% | 83 |
|
|
2019
Q1 | $388K | Buy |
2,290
+969
| +73% | +$164K | 0.38% | 80 |
|
|
2018
Q4 | $270K | Buy |
+1,321
| New | +$270K | 0.22% | 102 |
|