EWM
Edge Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
50,679
-95
| -0.2% | -$27.8K | 2.85% | 13 |
|
|
2025
Q1 | $13.8M | Buy |
50,774
+181
| +0.4% | +$49.3K | 2.81% | 13 |
|
|
2024
Q4 | $13.3M | Sell |
50,593
-1,253
| -2% | -$330K | 2.7% | 13 |
|
|
2024
Q3 | $15.7M | Sell |
51,846
-109
| -0.2% | -$32.9K | 3.15% | 12 |
|
|
2024
Q2 | $15.1M | Sell |
51,955
-1,254
| -2% | -$364K | 3.17% | 11 |
|
|
2024
Q1 | $15M | Sell |
53,209
-412
| -0.8% | -$116K | 3.16% | 11 |
|
|
2023
Q4 | $13.9M | Sell |
53,621
-606
| -1% | -$157K | 3.05% | 12 |
|
|
2023
Q3 | $12M | Sell |
54,227
-476
| -0.9% | -$105K | 2.8% | 14 |
|
|
2023
Q2 | $11.8M | Buy |
54,703
+2,103
| +4% | +$452K | 2.57% | 15 |
|
|
2023
Q1 | $12M | Sell |
52,600
-2,000
| -4% | -$456K | 2.75% | 13 |
|
|
2022
Q4 | $13.4M | Sell |
54,600
-6,511
| -11% | -$1.6M | 3.12% | 10 |
|
|
2022
Q3 | $13.1M | Buy |
61,111
+993
| +2% | +$213K | 2.9% | 10 |
|
|
2022
Q2 | $13.3M | Sell |
60,118
-484
| -0.8% | -$107K | 2.88% | 12 |
|
|
2022
Q1 | $14.6M | Buy |
60,602
+1,804
| +3% | +$435K | 2.88% | 11 |
|
|
2021
Q4 | $12.3M | Buy |
58,798
+1,078
| +2% | +$225K | 2.24% | 19 |
|
|
2021
Q3 | $11.3M | Buy |
57,720
+2,121
| +4% | +$416K | 2.21% | 19 |
|
|
2021
Q2 | $10.5M | Buy |
55,599
+366
| +0.7% | +$68.8K | 2.13% | 19 |
|
|
2021
Q1 | $10M | Buy |
55,233
+159
| +0.3% | +$28.9K | 2.13% | 18 |
|
|
2020
Q4 | $8.13M | Sell |
55,074
-4,812
| -8% | -$710K | 1.85% | 22 |
|
|
2020
Q3 | $8.29M | Sell |
59,886
-2,188
| -4% | -$303K | 1.91% | 19 |
|
|
2020
Q2 | $9.28M | Sell |
62,074
-916
| -1% | -$137K | 1.76% | 17 |
|
|
2020
Q1 | $8.34M | Buy |
62,990
+990
| +2% | +$131K | 1.81% | 17 |
|
|
2019
Q4 | $10.9M | Buy |
62,000
+4,900
| +9% | +$863K | 2.18% | 16 |
|
|
2019
Q3 | $10.4M | Sell |
57,100
-1,743
| -3% | -$319K | 2.4% | 14 |
|
|
2019
Q2 | $10.7M | Buy |
58,843
+4,469
| +8% | +$810K | 2.37% | 17 |
|
|
2019
Q1 | $9.19M | Sell |
54,374
-4,660
| -8% | -$787K | 2.26% | 15 |
|
|
2018
Q4 | $9.28M | Buy |
59,034
+24,909
| +73% | +$3.92M | 2.62% | 16 |
|
|
2018
Q3 | $6.99M | Sell |
34,125
-1
| -0% | -$205 | 1.68% | 22 |
|
|
2018
Q2 | $6.36M | Sell |
34,126
-1,822
| -5% | -$340K | 1.62% | 22 |
|
|
2018
Q1 | $7.94M | Sell |
35,948
-3,361
| -9% | -$742K | 2.11% | 18 |
|
|
2017
Q4 | $8.02M | Sell |
39,309
-1,904
| -5% | -$388K | 2.27% | 16 |
|
|
2017
Q3 | $8.46M | Sell |
41,213
-3,088
| -7% | -$634K | 2.56% | 17 |
|
|
2017
Q2 | $8.85M | Sell |
44,301
-923
| -2% | -$184K | 2.79% | 15 |
|
|
2017
Q1 | $8.48M | Sell |
45,224
-1,591
| -3% | -$298K | 2.94% | 13 |
|
|
2016
Q4 | $8.07M | Sell |
46,815
-9,328
| -17% | -$1.61M | 3.06% | 9 |
|
|
2016
Q3 | $8.69M | Sell |
56,143
-6,884
| -11% | -$1.07M | 3.7% | 5 |
|
|
2016
Q2 | $8.78M | Buy |
63,027
+25,306
| +67% | +$3.53M | 3.65% | 6 |
|
|
2016
Q1 | $4.96M | Buy |
37,721
+4,304
| +13% | +$565K | 2.25% | 16 |
|
|
2015
Q4 | $4.61M | Sell |
33,417
-2,674
| -7% | -$369K | 1.74% | 21 |
|
|
2015
Q3 | $4.93M | Sell |
36,091
-119
| -0.3% | -$16.3K | 1.86% | 20 |
|
|
2015
Q2 | $5.14M | Sell |
36,210
-914
| -2% | -$130K | 1.76% | 22 |
|
|
2015
Q1 | $5.07M | Sell |
37,124
-30,713
| -45% | -$4.19M | 1.7% | 22 |
|
|
2014
Q4 | $9.39M | Sell |
67,837
-2,104
| -3% | -$291K | 3.44% | 9 |
|
|
2014
Q3 | $8.9M | Sell |
69,941
-2,749
| -4% | -$350K | 3.43% | 11 |
|
|
2014
Q2 | $8.47M | Sell |
72,690
-1,012
| -1% | -$118K | 3.52% | 11 |
|
|
2014
Q1 | $8.03M | Sell |
73,702
-4,294
| -6% | -$468K | 3.36% | 11 |
|
|
2013
Q4 | $7.45M | Sell |
77,996
-2,266
| -3% | -$217K | 3.44% | 10 |
|
|
2013
Q3 | $7.03M | Sell |
80,262
-1,504
| -2% | -$132K | 4.29% | 6 |
|
|
2013
Q2 | $6.45M | Buy |
+81,766
| New | +$6.45M | 4.31% | 7 |
|