Creative Planning’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 | $21.7M | Buy |
74,243
+8,029
| +12% | +$2.34M | 0.02% | 320 |
|
|
2025
Q1 | $18M | Buy |
66,214
+20,171
| +44% | +$5.5M | 0.02% | 350 |
|
|
2024
Q4 | $12.1M | Sell |
46,043
-905
| -2% | -$238K | 0.01% | 395 |
|
|
2024
Q3 | $14.2M | Buy |
46,948
+1,906
| +4% | +$576K | 0.01% | 347 |
|
|
2024
Q2 | $13.1M | Buy |
45,042
+1,988
| +5% | +$577K | 0.01% | 349 |
|
|
2024
Q1 | $12.2M | Buy |
43,054
+1,021
| +2% | +$288K | 0.01% | 361 |
|
|
2023
Q4 | $10.9M | Sell |
42,033
-9,197
| -18% | -$2.39M | 0.02% | 361 |
|
|
2023
Q3 | $11.3M | Buy |
51,230
+8,214
| +19% | +$1.82M | 0.02% | 332 |
|
|
2023
Q2 | $9.25M | Buy |
43,016
+2,679
| +7% | +$576K | 0.01% | 367 |
|
|
2023
Q1 | $9.21M | Sell |
40,337
-2,973
| -7% | -$678K | 0.01% | 357 |
|
|
2022
Q4 | $10.7M | Buy |
43,310
+5,167
| +14% | +$1.28M | 0.02% | 326 |
|
|
2022
Q3 | $8.09M | Buy |
38,143
+491
| +1% | +$104K | 0.01% | 342 |
|
|
2022
Q2 | $8.33M | Buy |
37,652
+1,837
| +5% | +$406K | 0.01% | 353 |
|
|
2022
Q1 | $8.64M | Buy |
35,815
+14,592
| +69% | +$3.52M | 0.01% | 344 |
|
|
2021
Q4 | $4.42M | Buy |
21,223
+819
| +4% | +$171K | 0.01% | 445 |
|
|
2021
Q3 | $4M | Buy |
20,404
+1,139
| +6% | +$223K | 0.01% | 471 |
|
|
2021
Q2 | $3.63M | Buy |
19,265
+285
| +2% | +$53.7K | 0.01% | 489 |
|
|
2021
Q1 | $3.45M | Sell |
18,980
-497
| -3% | -$90.2K | 0.01% | 513 |
|
|
2020
Q4 | $2.9M | Buy |
19,477
+959
| +5% | +$143K | 0.01% | 522 |
|
|
2020
Q3 | $2.67M | Buy |
18,518
+3,023
| +20% | +$436K | 0.01% | 461 |
|
|
2020
Q2 | $2.32M | Sell |
15,495
-812
| -5% | -$121K | 0.01% | 445 |
|
|
2020
Q1 | $2.16M | Buy |
16,307
+29
| +0.2% | +$3.84K | 0.01% | 407 |
|
|
2019
Q4 | $2.87M | Sell |
16,278
-1,167
| -7% | -$206K | 0.01% | 407 |
|
|
2019
Q3 | $3.19M | Buy |
17,445
+1,004
| +6% | +$183K | 0.01% | 377 |
|
|
2019
Q2 | $2.99M | Buy |
16,441
+1,646
| +11% | +$299K | 0.01% | 385 |
|
|
2019
Q1 | $2.51M | Buy |
14,795
+752
| +5% | +$127K | 0.01% | 405 |
|
|
2018
Q4 | $2.21M | Sell |
14,043
-934
| -6% | -$147K | 0.01% | 404 |
|
|
2018
Q3 | $3.07M | Buy |
14,977
+1,293
| +9% | +$265K | 0.01% | 376 |
|
|
2018
Q2 | $2.55M | Buy |
13,684
+1,173
| +9% | +$219K | 0.01% | 414 |
|
|
2018
Q1 | $2.76M | Sell |
12,511
-1,601
| -11% | -$354K | 0.01% | 386 |
|
|
2017
Q4 | $2.87M | Buy |
14,112
+539
| +4% | +$110K | 0.01% | 363 |
|
|
2017
Q3 | $2.79M | Sell |
13,573
-682
| -5% | -$140K | 0.01% | 367 |
|
|
2017
Q2 | $2.82M | Buy |
14,255
+721
| +5% | +$143K | 0.01% | 340 |
|
|
2017
Q1 | $2.53M | Buy |
13,534
+1,416
| +12% | +$265K | 0.01% | 355 |
|
|
2016
Q4 | $2.09M | Buy |
12,118
+1,436
| +13% | +$248K | 0.01% | 393 |
|
|
2016
Q3 | $1.66M | Buy |
10,682
+2,008
| +23% | +$311K | 0.01% | 431 |
|
|
2016
Q2 | $1.21M | Sell |
8,674
-662
| -7% | -$92.2K | 0.01% | 464 |
|
|
2016
Q1 | $1.23M | Buy |
9,336
+31
| +0.3% | +$4.07K | 0.01% | 445 |
|
|
2015
Q4 | $1.28M | Buy |
9,305
+30
| +0.3% | +$4.12K | 0.01% | 429 |
|
|
2015
Q3 | $1.28M | Buy |
+9,275
| New | +$1.28M | 0.01% | 413 |
|
|
2015
Q2 | – | Sell |
-8,901
| Closed | -$1.21M | – | 1735 |
|
|
2015
Q1 | $1.21M | Buy |
8,901
+220
| +3% | +$29.9K | 0.01% | 401 |
|
|
2014
Q4 | $1.2M | Buy |
8,681
+2,803
| +48% | +$386K | 0.01% | 394 |
|
|
2014
Q3 | $747K | Buy |
5,878
+108
| +2% | +$13.7K | 0.01% | 513 |
|
|
2014
Q2 | $673K | Buy |
5,770
+1,656
| +40% | +$193K | 0.01% | 526 |
|
|
2014
Q1 | $448K | Buy |
4,114
+1,075
| +35% | +$117K | 0.01% | 672 |
|
|
2013
Q4 | $290K | Buy |
3,039
+1,494
| +97% | +$143K | 0.01% | 692 |
|
|
2013
Q3 | $135K | Buy |
1,545
+591
| +62% | +$51.6K | ﹤0.01% | 941 |
|
|
2013
Q2 | $75K | Buy |
+954
| New | +$75K | ﹤0.01% | 1146 |
|