CreativeOne Wealth’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 | $1.02M | Buy |
3,490
+342
| +11% | +$99.7K | 0.03% | 525 |
|
|
2025
Q1 | $858K | Buy |
3,148
+768
| +32% | +$209K | 0.03% | 529 |
|
|
2024
Q4 | $627K | Buy |
2,380
+350
| +17% | +$92.2K | 0.02% | 627 |
|
|
2024
Q3 | $613K | Sell |
2,030
-550
| -21% | -$166K | 0.02% | 563 |
|
|
2024
Q2 | $749K | Sell |
2,580
-2,138
| -45% | -$621K | 0.04% | 386 |
|
|
2024
Q1 | $1.33M | Buy |
4,718
+3,389
| +255% | +$958K | 0.05% | 319 |
|
|
2023
Q4 | $345K | Buy |
+1,329
| New | +$345K | 0.02% | 458 |
|
|
2023
Q3 | – | Sell |
-2,826
| Closed | -$608K | – | 677 |
|
|
2023
Q2 | $608K | Buy |
2,826
+996
| +54% | +$214K | 0.03% | 442 |
|
|
2023
Q1 | $418K | Buy |
1,830
+77
| +4% | +$17.6K | 0.02% | 520 |
|
|
2022
Q4 | $435K | Buy |
1,753
+66
| +4% | +$16.4K | 0.02% | 470 |
|
|
2022
Q3 | $358K | Buy |
1,687
+80
| +5% | +$17K | 0.02% | 489 |
|
|
2022
Q2 | $355K | Sell |
1,607
-1,098
| -41% | -$243K | 0.02% | 500 |
|
|
2022
Q1 | $652K | Buy |
2,705
+356
| +15% | +$85.8K | 0.03% | 363 |
|
|
2021
Q4 | $490K | Buy |
2,349
+37
| +2% | +$7.72K | 0.02% | 462 |
|
|
2021
Q3 | $453K | Buy |
2,312
+245
| +12% | +$48K | 0.03% | 429 |
|
|
2021
Q2 | $389K | Buy |
2,067
+576
| +39% | +$108K | 0.02% | 455 |
|
|
2021
Q1 | $271K | Sell |
1,491
-1,075
| -42% | -$195K | 0.02% | 472 |
|
|
2020
Q4 | $382K | Buy |
+2,566
| New | +$382K | 0.03% | 329 |
|