CWS Financial Advisors’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 | $464K | Buy |
1,591
+52
| +3% | +$15.2K | 0.14% | 89 |
|
|
2025
Q1 | $420K | Sell |
1,539
-399
| -21% | -$109K | 0.13% | 88 |
|
|
2024
Q4 | $511K | Buy |
1,938
+399
| +26% | +$105K | 0.17% | 68 |
|
|
2024
Q3 | $465K | Buy |
1,539
+119
| +8% | +$36K | 0.16% | 69 |
|
|
2024
Q2 | $412K | Sell |
1,420
-2
| -0.1% | -$580 | 0.16% | 68 |
|
|
2024
Q1 | $402K | Sell |
1,422
-613
| -30% | -$173K | 0.16% | 68 |
|
|
2023
Q4 | $529K | Sell |
2,035
-245
| -11% | -$63.6K | 0.2% | 77 |
|
|
2023
Q3 | $504K | Sell |
2,280
-28
| -1% | -$6.19K | 0.2% | 77 |
|
|
2023
Q2 | $497K | Hold |
2,308
| – | – | 0.19% | 84 |
|
|
2023
Q1 | $527K | Buy |
2,308
+42
| +2% | +$9.59K | 0.21% | 77 |
|
|
2022
Q4 | $411K | Sell |
2,266
-83
| -4% | -$15.1K | 0.18% | 88 |
|
|
2022
Q3 | $498K | Sell |
2,349
-6
| -0.3% | -$1.27K | 0.24% | 73 |
|
|
2022
Q2 | $521K | Buy |
2,355
+8
| +0.3% | +$1.77K | 0.24% | 78 |
|
|
2022
Q1 | $566K | Sell |
2,347
-1
| -0% | -$241 | 0.21% | 75 |
|
|
2021
Q4 | $489K | Buy |
+2,348
| New | +$489K | 0.17% | 89 |
|
|
2021
Q2 | $427K | Hold |
2,266
| – | – | 0.17% | 90 |
|
|
2021
Q1 | $411K | Hold |
2,266
| – | – | 0.18% | 88 |
|
|
2020
Q4 | $337K | Hold |
2,266
| – | – | 0.2% | 92 |
|
|
2020
Q3 | $314K | Hold |
2,266
| – | – | 0.21% | 92 |
|
|
2020
Q2 | $339K | Buy |
2,266
+108
| +5% | +$16.2K | 0.24% | 87 |
|
|
2020
Q1 | $381K | Hold |
2,158
| – | – | 0.28% | 77 |
|
|
2019
Q4 | $381K | Buy |
+2,158
| New | +$381K | 0.28% | 78 |
|