Davies 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 | $237K | Hold |
813
| – | – | 0.18% | 70 |
|
2025
Q1 | $222K | Hold |
813
| – | – | 0.19% | 62 |
|
2024
Q4 | $214K | Hold |
813
| – | – | 0.18% | 62 |
|
2024
Q3 | $246K | Sell |
813
-8
| -1% | -$2.42K | 0.21% | 63 |
|
2024
Q2 | $238K | Sell |
821
-61
| -7% | -$17.7K | 0.22% | 62 |
|
2024
Q1 | $249K | Buy |
+882
| New | +$249K | 0.25% | 53 |
|