Concurrent Investment 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 | $5.5M | Buy |
18,841
+3,089
| +20% | +$901K | 0.11% | 203 |
|
|
2025
Q1 | $4.29M | Buy |
15,752
+273
| +2% | +$74.4K | 0.1% | 213 |
|
|
2024
Q4 | $4.08M | Buy |
15,479
+300
| +2% | +$79K | 0.11% | 187 |
|
|
2024
Q3 | $4.59M | Buy |
15,179
+1,563
| +11% | +$472K | 0.14% | 159 |
|
|
2024
Q2 | $3.95M | Buy |
13,616
+3,177
| +30% | +$922K | 0.13% | 163 |
|
|
2024
Q1 | $2.95M | Sell |
10,439
-1,694
| -14% | -$479K | 0.12% | 179 |
|
|
2023
Q4 | $3.15M | Buy |
+12,133
| New | +$3.15M | 0.15% | 153 |
|