DWM
Diversify Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
10,188
+694
| +7% | +$218K | 0.2% | 139 |
|
|
2025
Q1 | $2.58M | Buy |
9,494
+380
| +4% | +$103K | 0.19% | 145 |
|
|
2024
Q4 | $2.36M | Buy |
9,114
+817
| +10% | +$212K | 0.18% | 140 |
|
|
2024
Q3 | $2.53M | Sell |
8,297
-149
| -2% | -$45.4K | 0.24% | 106 |
|
|
2024
Q2 | $2.41M | Buy |
+8,446
| New | +$2.41M | 0.3% | 83 |
|