CWS
Confluence Wealth Services’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,616
+17
| +0.4% | +$4.96K | 0.07% | 138 |
|
|
2025
Q1 | $1.22M | Hold |
4,599
| – | – | 0.08% | 130 |
|
|
2024
Q4 | $1.24M | Sell |
4,599
-45
| -1% | -$12.1K | 0.08% | 128 |
|
|
2024
Q3 | $1.4M | Sell |
4,644
-614
| -12% | -$186K | 0.1% | 104 |
|
|
2024
Q2 | $1.53M | Buy |
5,258
+278
| +6% | +$80.7K | 0.12% | 99 |
|
|
2024
Q1 | $1.41M | Buy |
4,980
+241
| +5% | +$68.1K | 0.12% | 91 |
|
|
2023
Q4 | $1.23M | Sell |
4,739
-57
| -1% | -$14.8K | 0.13% | 91 |
|
|
2023
Q3 | $1.06M | Buy |
4,796
+57
| +1% | +$12.6K | 0.21% | 81 |
|
|
2023
Q2 | $1.02M | Sell |
4,739
-10
| -0.2% | -$2.15K | 0.22% | 88 |
|
|
2023
Q1 | $1.08M | Buy |
4,749
+111
| +2% | +$25.3K | 0.25% | 80 |
|
|
2022
Q4 | $1.15M | Sell |
4,638
-5
| -0.1% | -$1.24K | 0.3% | 65 |
|
|
2022
Q3 | $985K | Sell |
4,643
-922
| -17% | -$196K | 0.42% | 65 |
|
|
2022
Q2 | $1.29M | Sell |
5,565
-65
| -1% | -$15.1K | 0.57% | 55 |
|
|
2022
Q1 | $1.36M | Hold |
5,630
| – | – | 0.49% | 54 |
|
|
2021
Q4 | $1.17M | Buy |
+5,630
| New | +$1.17M | 0.38% | 65 |
|