Crestwood Advisors Group’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 | $1.23M | Buy |
4,203
+349
| +9% | +$102K | 0.02% | 257 |
|
|
2025
Q1 | $1.05M | Buy |
3,854
+419
| +12% | +$114K | 0.02% | 266 |
|
|
2024
Q4 | $905K | Buy |
3,435
+120
| +4% | +$31.6K | 0.02% | 248 |
|
|
2024
Q3 | $1M | Sell |
3,315
-187
| -5% | -$56.5K | 0.02% | 232 |
|
|
2024
Q2 | $1.02M | Sell |
3,502
-293
| -8% | -$85K | 0.02% | 218 |
|
|
2024
Q1 | $1.07M | Buy |
3,795
+59
| +2% | +$16.7K | 0.02% | 213 |
|
|
2023
Q4 | $970K | Sell |
3,736
-54
| -1% | -$14K | 0.02% | 212 |
|
|
2023
Q3 | $838K | Buy |
3,790
+1,058
| +39% | +$234K | 0.02% | 208 |
|
|
2023
Q2 | $588K | Buy |
2,732
+17
| +0.6% | +$3.66K | 0.02% | 172 |
|
|
2023
Q1 | $620K | Hold |
2,715
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $674K | Sell |
2,715
-14
| -0.5% | -$3.47K | 0.02% | 165 |
|
|
2022
Q3 | $579K | Hold |
2,729
| – | – | 0.02% | 178 |
|
|
2022
Q2 | $604K | Hold |
2,729
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $658K | Hold |
2,729
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $569K | Sell |
2,729
-106
| -4% | -$22.1K | 0.01% | 196 |
|
|
2021
Q3 | $556K | Hold |
2,835
| – | – | 0.02% | 192 |
|
|
2021
Q2 | $534K | Sell |
2,835
-681
| -19% | -$128K | 0.02% | 194 |
|
|
2021
Q1 | $638K | Buy |
3,516
+71
| +2% | +$12.9K | 0.02% | 179 |
|
|
2020
Q4 | $513K | Sell |
3,445
-737
| -18% | -$110K | 0.02% | 186 |
|
|
2020
Q3 | $579K | Sell |
4,182
-1,671
| -29% | -$231K | 0.02% | 157 |
|
|
2020
Q2 | $875K | Buy |
5,853
+2,536
| +76% | +$379K | 0.04% | 130 |
|
|
2020
Q1 | $439K | Sell |
3,317
-65
| -2% | -$8.6K | 0.02% | 156 |
|
|
2019
Q4 | $596K | Buy |
3,382
+1,316
| +64% | +$232K | 0.02% | 164 |
|
|
2019
Q3 | $378K | Sell |
2,066
-18
| -0.9% | -$3.29K | 0.02% | 181 |
|
|
2019
Q2 | $379K | Sell |
2,084
-40
| -2% | -$7.27K | 0.02% | 182 |
|
|
2019
Q1 | $360K | Sell |
2,124
-215
| -9% | -$36.4K | 0.03% | 126 |
|
|
2018
Q4 | $368K | Sell |
2,339
-10
| -0.4% | -$1.57K | 0.03% | 115 |
|
|
2018
Q3 | $481K | Sell |
2,349
-260
| -10% | -$53.2K | 0.03% | 106 |
|
|
2018
Q2 | $501K | Sell |
2,609
-40
| -2% | -$7.68K | 0.04% | 104 |
|
|
2018
Q1 | $585K | Hold |
2,649
| – | – | 0.05% | 92 |
|
|
2017
Q4 | $539K | Sell |
2,649
-179
| -6% | -$36.4K | 0.04% | 104 |
|
|
2017
Q3 | $581K | Hold |
2,828
| – | – | 0.05% | 97 |
|
|
2017
Q2 | $560K | Sell |
2,828
-40
| -1% | -$7.92K | 0.05% | 96 |
|
|
2017
Q1 | $557K | Sell |
2,868
-25
| -0.9% | -$4.86K | 0.05% | 90 |
|
|
2016
Q4 | $500K | Sell |
2,893
-52
| -2% | -$8.99K | 0.05% | 98 |
|
|
2016
Q3 | $457K | Sell |
2,945
-100
| -3% | -$15.5K | 0.05% | 80 |
|
|
2016
Q2 | $424K | Sell |
3,045
-150
| -5% | -$20.9K | 0.05% | 87 |
|
|
2016
Q1 | $420K | Sell |
3,195
-200
| -6% | -$26.3K | 0.05% | 95 |
|
|
2015
Q4 | $466K | Sell |
3,395
-100
| -3% | -$13.7K | 0.06% | 100 |
|
|
2015
Q3 | $482K | Sell |
3,495
-175
| -5% | -$24.1K | 0.06% | 89 |
|
|
2015
Q2 | $520K | Hold |
3,670
| – | – | 0.07% | 87 |
|
|
2015
Q1 | $498K | Sell |
3,670
-25
| -0.7% | -$3.39K | 0.07% | 81 |
|
|
2014
Q4 | $509K | Hold |
3,695
| – | – | 0.08% | 75 |
|
|
2014
Q3 | $470K | Hold |
3,695
| – | – | 0.07% | 74 |
|
|
2014
Q2 | $431K | Sell |
3,695
-245
| -6% | -$28.6K | 0.07% | 80 |
|
|
2014
Q1 | $429K | Sell |
3,940
-210
| -5% | -$22.9K | 0.07% | 80 |
|
|
2013
Q4 | $397K | Buy |
4,150
+175
| +4% | +$16.7K | 0.06% | 86 |
|
|
2013
Q3 | $348K | Sell |
3,975
-175
| -4% | -$15.3K | 0.06% | 89 |
|
|
2013
Q2 | $325K | Buy |
+4,150
| New | +$325K | 0.06% | 94 |
|