Concentric Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $759K | Sell |
|
|||||
|
2024
Q2 | $736K | Buy |
|
|||||
|
2024
Q1 | $713K | Sell |
|
|||||
|
2023
Q4 | $658K | Sell |
|
|||||
|
2023
Q3 | $569K | Sell |
|
|||||
|
2023
Q2 | $556K | Hold |
|
|||||
|
2023
Q1 | $590K | Hold |
|
|||||
|
2022
Q4 | $641K | Hold |
|
|||||
|
2022
Q3 | $548K | Hold |
|
|||||
|
2022
Q2 | $572K | Sell |
|
|||||
|
2022
Q1 | $650K | Hold |
|
|||||
|
2021
Q4 | $562K | Sell |
|
|||||
|
2021
Q3 | $533K | Hold |
|
|||||
|
2021
Q2 | $512K | Hold |
|
|||||
|
2021
Q1 | $494K | Buy |
|
|||||
|
2020
Q4 | $393K | Hold |
|
|||||
|
2020
Q3 | $365K | Sell |
|
|||||
|
2020
Q2 | $399K | Hold |
|
|||||
|
2020
Q1 | $353K | Buy |
|
|||||
|
2019
Q4 | $464K | Sell |
|
|||||
|
2019
Q3 | $483K | Hold |
|
|||||
|
2019
Q2 | $481K | Hold |
|
|||||
|
2019
Q1 | $448K | Buy |
|
|||||
|
2018
Q4 | $396K | Buy |
|
|||||
|
2018
Q3 | $304K | Hold |
|
|||||
|
2018
Q2 | $277K | Hold |
|
|||||
|
2018
Q1 | $328K | Hold |
|
|||||
|
2017
Q4 | $302K | Sell |
|
|||||
|
2017
Q3 | $316K | Hold |
|
|||||
|
2017
Q2 | $304K | Sell |
|
|||||
|
2017
Q1 | $292K | Sell |
|
|||||
|
2016
Q4 | $282K | Buy |
|