Clearstead 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 | $2.38M | Buy |
8,172
+1,482
| +22% | +$432K | 0.03% | 284 |
|
|
2025
Q1 | $1.82M | Buy |
6,690
+269
| +4% | +$73.3K | 0.03% | 315 |
|
|
2024
Q4 | $1.69M | Sell |
6,421
-854
| -12% | -$225K | 0.03% | 318 |
|
|
2024
Q3 | $2.2M | Buy |
7,275
+2,312
| +47% | +$699K | 0.03% | 284 |
|
|
2024
Q2 | $1.44M | Buy |
4,963
+2,810
| +131% | +$815K | 0.02% | 325 |
|
|
2024
Q1 | $632K | Buy |
2,153
+187
| +10% | +$54.9K | 0.03% | 285 |
|
|
2023
Q4 | $511K | Sell |
1,966
-2,084
| -51% | -$541K | 0.03% | 306 |
|
|
2023
Q3 | $895K | Buy |
4,050
+2,335
| +136% | +$516K | 0.03% | 316 |
|
|
2023
Q2 | $369K | Buy |
1,715
+701
| +69% | +$151K | 0.02% | 337 |
|
|
2023
Q1 | $231K | Buy |
1,014
+147
| +17% | +$33.6K | 0.02% | 374 |
|
|
2022
Q4 | $215K | Sell |
867
-8
| -0.9% | -$1.99K | 0.02% | 369 |
|
|
2022
Q3 | $186K | Sell |
875
-18
| -2% | -$3.83K | 0.02% | 369 |
|
|
2022
Q2 | $198K | Sell |
893
-92
| -9% | -$20.4K | 0.02% | 377 |
|
|
2022
Q1 | $238K | Hold |
985
| – | – | 0.02% | 381 |
|
|
2021
Q4 | $205K | Sell |
985
-143
| -13% | -$29.8K | 0.01% | 383 |
|
|
2021
Q3 | $221K | Buy |
1,128
+578
| +105% | +$113K | 0.02% | 351 |
|
|
2021
Q2 | $104K | Buy |
550
+9
| +2% | +$1.7K | 0.01% | 443 |
|
|
2021
Q1 | $98K | Sell |
541
-56
| -9% | -$10.1K | 0.01% | 442 |
|
|
2020
Q4 | $89K | Buy |
597
+121
| +25% | +$18K | 0.01% | 436 |
|
|
2020
Q3 | $66K | Buy |
476
+109
| +30% | +$15.1K | 0.01% | 427 |
|
|
2020
Q2 | $55K | Sell |
367
-71
| -16% | -$10.6K | 0.01% | 422 |
|
|
2020
Q1 | $58K | Buy |
+438
| New | +$58K | 0.01% | 386 |
|
|
2017
Q4 | – | Sell |
-1,731
| Closed | -$356K | – | 237 |
|
|
2017
Q3 | $356K | Sell |
1,731
-70
| -4% | -$14.4K | 0.05% | 179 |
|
|
2017
Q2 | $357K | Buy |
+1,801
| New | +$357K | 0.05% | 170 |
|