Cyndeo Wealth Partners’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
$363K Sell
1,246
-20
-2% -$5.83K 0.02% 348
2025
Q1
$345K Buy
1,266
+15
+1% +$4.09K 0.02% 342
2024
Q4
$330K Sell
1,251
-4
-0.3% -$1.05K 0.02% 356
2024
Q3
$379K Buy
1,255
+2
+0.2% +$604 0.03% 331
2024
Q2
$364K Buy
1,253
+359
+40% +$104K 0.03% 315
2024
Q1
$253K Buy
+894
New +$253K 0.02% 345
2023
Q2
Sell
-929
Closed -$212K 334
2023
Q1
$212K Buy
929
+18
+2% +$4.11K 0.02% 301
2022
Q4
$226K Buy
+911
New +$226K 0.03% 283