CWM
Congress Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
47,124
+17,930
| +61% | +$5.23M | 0.13% | 182 |
|
|
2025
Q1 | $7.96M | Buy |
29,194
+322
| +1% | +$87.8K | 0.1% | 245 |
|
|
2024
Q4 | $7.61M | Buy |
28,872
+17,257
| +149% | +$4.55M | 0.1% | 233 |
|
|
2024
Q3 | $3.51M | Buy |
+11,615
| New | +$3.51M | 0.05% | 344 |
|