Clearstead Trust’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	$430K	Buy	1,474 +1,200	+438%	+$350K	0.08%	118
2025 Q1	$74.7K	Buy	+274	New	+$74.7K	0.02%	238
2019 Q1	–	Sell	-116	Closed	-$18K	–	209
2018 Q4	$18K	Buy	+116	New	+$18K	0.02%	168