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 |
|