Concord Wealth Partners’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 | $182K | Buy |
624
+144
| +30% | +$42K | 0.03% | 210 |
|
|
2025
Q1 | $131K | Sell |
480
-35
| -7% | -$9.54K | 0.02% | 219 |
|
|
2024
Q4 | $136K | Hold |
515
| – | – | 0.02% | 225 |
|
|
2024
Q3 | $156K | Buy |
515
+17
| +3% | +$5.14K | 0.03% | 223 |
|
|
2024
Q2 | $144K | Sell |
498
-31
| -6% | -$8.99K | 0.03% | 220 |
|
|
2024
Q1 | $149K | Sell |
529
-145
| -22% | -$41K | 0.03% | 233 |
|
|
2023
Q4 | $175K | Sell |
674
-104
| -13% | -$27K | 0.04% | 213 |
|
|
2023
Q3 | $172K | Sell |
778
-30
| -4% | -$6.63K | 0.04% | 211 |
|
|
2023
Q2 | $174K | Buy |
808
+120
| +17% | +$25.8K | 0.04% | 206 |
|
|
2023
Q1 | $157K | Sell |
688
-147
| -18% | -$33.6K | 0.04% | 192 |
|
|
2022
Q4 | $207K | Sell |
835
-874
| -51% | -$217K | 0.06% | 157 |
|
|
2022
Q3 | $363K | Hold |
1,709
| – | – | 0.12% | 114 |
|
|
2022
Q2 | $378K | Sell |
1,709
-89
| -5% | -$19.7K | 0.1% | 123 |
|
|
2022
Q1 | $434K | Buy |
1,798
+122
| +7% | +$29.4K | 0.11% | 114 |
|
|
2021
Q4 | $349K | Buy |
1,676
+797
| +91% | +$166K | 0.09% | 126 |
|
|
2021
Q3 | $172K | Sell |
879
-631
| -42% | -$123K | 0.07% | 98 |
|
|
2021
Q2 | $284K | Buy |
1,510
+314
| +26% | +$59.1K | 0.08% | 103 |
|
|
2021
Q1 | $217K | Buy |
1,196
+199
| +20% | +$36.1K | 0.07% | 121 |
|
|
2020
Q4 | $148K | Buy |
+997
| New | +$148K | 0.11% | 97 |
|