Connecticut Wealth Management’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 | $358K | Sell |
1,228
-94
| -7% | -$27.4K | 0.02% | 244 |
|
|
2025
Q1 | $360K | Buy |
1,322
+105
| +9% | +$28.6K | 0.02% | 239 |
|
|
2024
Q4 | $321K | Buy |
1,217
+2
| +0.2% | +$527 | 0.02% | 224 |
|
|
2024
Q3 | $367K | Sell |
1,215
-24
| -2% | -$7.25K | 0.02% | 249 |
|
|
2024
Q2 | $359K | Sell |
1,239
-267
| -18% | -$77.5K | 0.02% | 243 |
|
|
2024
Q1 | $425K | Buy |
1,506
+28
| +2% | +$7.91K | 0.02% | 229 |
|
|
2023
Q4 | $384K | Buy |
1,478
+53
| +4% | +$13.8K | 0.02% | 238 |
|
|
2023
Q3 | $315K | Sell |
1,425
-40
| -3% | -$8.84K | 0.02% | 222 |
|
|
2023
Q2 | $315K | Buy |
1,465
+27
| +2% | +$5.81K | 0.02% | 198 |
|
|
2023
Q1 | $328K | Buy |
+1,438
| New | +$328K | 0.02% | 183 |
|
|
2021
Q4 | – | Sell |
-1,150
| Closed | -$225K | – | 199 |
|
|
2021
Q3 | $225K | Buy |
+1,150
| New | +$225K | 0.02% | 188 |
|
|
2021
Q2 | – | Sell |
-3,253
| Closed | -$591K | – | 204 |
|
|
2021
Q1 | $591K | Buy |
3,253
+21
| +0.6% | +$3.82K | 0.05% | 91 |
|
|
2020
Q4 | $481K | Sell |
3,232
-365
| -10% | -$54.3K | 0.05% | 112 |
|
|
2020
Q3 | $498K | Buy |
3,597
+1,604
| +80% | +$222K | 0.06% | 120 |
|
|
2020
Q2 | $298K | Buy |
1,993
+1
| +0.1% | +$150 | 0.04% | 113 |
|
|
2020
Q1 | $264K | Buy |
1,992
+1
| +0.1% | +$133 | 0.04% | 123 |
|
|
2019
Q4 | $351K | Sell |
1,991
-45
| -2% | -$7.93K | 0.04% | 128 |
|
|
2019
Q3 | $372K | Buy |
2,036
+179
| +10% | +$32.7K | 0.05% | 117 |
|
|
2019
Q2 | $338K | Buy |
1,857
+191
| +11% | +$34.8K | 0.04% | 116 |
|
|
2019
Q1 | $282K | Hold |
1,666
| – | – | 0.1% | 64 |
|
|
2018
Q4 | $262K | Sell |
1,666
-393
| -19% | -$61.8K | 0.11% | 64 |
|
|
2018
Q3 | $423K | Hold |
2,059
| – | – | 0.19% | 45 |
|
|
2018
Q2 | $386K | Hold |
2,059
| – | – | 0.18% | 44 |
|
|
2018
Q1 | $451K | Hold |
2,059
| – | – | 0.26% | 36 |
|
|
2017
Q4 | $421K | Sell |
2,059
-15
| -0.7% | -$3.07K | 0.23% | 39 |
|
|
2017
Q3 | $443K | Sell |
2,074
-12
| -0.6% | -$2.56K | 0.26% | 37 |
|
|
2017
Q2 | $419K | Buy |
2,086
+12
| +0.6% | +$2.41K | 0.25% | 37 |
|
|
2017
Q1 | $385K | Buy |
+2,074
| New | +$385K | 0.23% | 43 |
|