Cypress Wealth Services’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
$287K Sell
984
-171
-15% -$49.9K 0.05% 243
2025
Q1
$315K Buy
1,155
+197
+21% +$53.7K 0.06% 212
2024
Q4
$253K Buy
958
+26
+3% +$6.85K 0.05% 229
2024
Q3
$282K Buy
932
+18
+2% +$5.44K 0.06% 211
2024
Q2
$265K Buy
914
+52
+6% +$15.1K 0.06% 208
2024
Q1
$243K Buy
+862
New +$243K 0.06% 222
2021
Q3
Sell
-1,351
Closed -$254K 240
2021
Q2
$254K Sell
1,351
-183
-12% -$34.4K 0.07% 215
2021
Q1
$278K Buy
1,534
+103
+7% +$18.7K 0.06% 235
2020
Q4
$213K Buy
+1,431
New +$213K 0.05% 263
2020
Q3
Sell
-1,402
Closed -$210K 87
2020
Q2
$210K Buy
+1,402
New +$210K 0.05% 246
2020
Q1
Sell
-1,152
Closed -$203K 253
2019
Q4
$203K Buy
+1,152
New +$203K 0.05% 242
2019
Q2
Sell
-1,226
Closed -$207K 262
2019
Q1
$207K Sell
1,226
-186
-13% -$31.4K 0.07% 235
2018
Q4
$222K Sell
1,412
-28
-2% -$4.4K 0.09% 184
2018
Q3
$295K Buy
1,440
+61
+4% +$12.5K 0.11% 168
2018
Q2
$257K Buy
+1,379
New +$257K 0.1% 180