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Doyle Wealth Management’s General Dynamics GD Stock Holding History

Doyle Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-851
Closed -$205K – 221
2022
Q1 		$205K Buy
+851
New +$189K 0.01% 231
2020
Q4 		– Sell
-1,499
Closed -$207K – 214
2020
Q3 		$207K Sell
1,499
-144
-9% -$21.3K 0.02% 178
2020
Q2 		$246K Sell
1,643
-199
-11% -$28.1K 0.03% 156
2020
Q1 		$244K Buy
1,842
+201
+12% +$33.4K 0.04% 155
2019
Q4 		$289K Buy
1,641
+1
+0.1% +$180 0.04% 165
2019
Q3 		$300K Hold
1,640
– – 0.04% 154
2019
Q2 		$298K Buy
1,640
+1
+0.1% +$172 0.04% 154
2019
Q1 		$284K Sell
1,639
-356
-18% -$60K 0.04% 154
2018
Q4 		$314K Buy
1,995
+1,017
+104% +$182K 0.05% 137
2018
Q3 		$200K Sell
978
-171
-15% -$33.5K 0.03% 188
2018
Q2 		$214K Buy
1,149
+104
+10% +$21.3K 0.04% 172
2018
Q1 		$231K Sell
1,045
-11
-1% -$2.39K 0.04% 150
2017
Q4 		$215K Buy
1,056
+57
+6% +$11.6K 0.04% 160
2017
Q3 		$205K Buy
+999
New +$200K 0.04% 145

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Doyle Wealth Management's GD Position: Q2 2022 in Review

Doyle Wealth Management sold out of General Dynamics (GD) in Q2 2022, closing a stake of 851 shares — an estimated $205K sold.

Doyle Wealth Management first reported a position in GD in Q3 2017 and held it in 14 quarters. The position peaked at $314K in Q4 2018. 1,477 funds tracked by Wall St. Rank hold GD as of Q2 2022.

  • Doyle Wealth Management reported no remaining General Dynamics position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 851 General Dynamics shares in Q2 2022, an estimated $205K.
  • Doyle Wealth Management first reported a position in General Dynamics in Q3 2017 and held it in 14 quarters.
  • Doyle Wealth Management's General Dynamics position peaked at $314K in Q4 2018.
  • 1,477 funds tracked by Wall St. Rank held General Dynamics as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.