EP Wealth 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 | $4.63M | Buy |
15,885
+874
| +6% | +$255K | 0.03% | 275 |
|
|
2025
Q1 | $4.09M | Buy |
15,011
+494
| +3% | +$135K | 0.03% | 248 |
|
|
2024
Q4 | $3.83M | Sell |
14,517
-3,734
| -20% | -$984K | 0.03% | 255 |
|
|
2024
Q3 | $5.52M | Buy |
18,251
+511
| +3% | +$154K | 0.05% | 209 |
|
|
2024
Q2 | $5.15M | Buy |
17,740
+4,711
| +36% | +$1.37M | 0.05% | 179 |
|
|
2024
Q1 | $3.68M | Sell |
13,029
-3,564
| -21% | -$1.01M | 0.04% | 203 |
|
|
2023
Q4 | $4.31M | Buy |
16,593
+3,694
| +29% | +$959K | 0.06% | 178 |
|
|
2023
Q3 | $2.85M | Sell |
12,899
-22,259
| -63% | -$4.92M | 0.04% | 209 |
|
|
2023
Q2 | $3.65M | Buy |
35,158
+7,975
| +29% | +$827K | 0.05% | 181 |
|
|
2023
Q1 | $1.14M | Sell |
27,183
-5,116
| -16% | -$215K | 0.02% | 290 |
|
|
2022
Q4 | $8.01M | Buy |
32,299
+785
| +2% | +$195K | 0.14% | 98 |
|
|
2022
Q3 | $6.69M | Buy |
31,514
+20,141
| +177% | +$4.27M | 0.15% | 99 |
|
|
2022
Q2 | $2.52M | Sell |
11,373
-1,075
| -9% | -$238K | 0.06% | 175 |
|
|
2022
Q1 | $3M | Sell |
12,448
-374
| -3% | -$90.2K | 0.07% | 160 |
|
|
2021
Q4 | $2.67M | Sell |
12,822
-1,085
| -8% | -$226K | 0.06% | 160 |
|
|
2021
Q3 | $2.73M | Sell |
13,907
-7,871
| -36% | -$1.54M | 0.07% | 140 |
|
|
2021
Q2 | $4.1M | Sell |
21,778
-109,194
| -83% | -$20.6M | 0.11% | 116 |
|
|
2021
Q1 | $23.8M | Buy |
130,972
+27,632
| +27% | +$5.02M | 0.76% | 36 |
|
|
2020
Q4 | $15.4M | Buy |
103,340
+9,237
| +10% | +$1.37M | 0.54% | 45 |
|
|
2020
Q3 | $13M | Buy |
94,103
+9,391
| +11% | +$1.3M | 0.56% | 42 |
|
|
2020
Q2 | $12.7M | Buy |
84,712
+13,749
| +19% | +$2.05M | 0.54% | 44 |
|
|
2020
Q1 | $9.39M | Buy |
70,963
+10,394
| +17% | +$1.38M | 0.46% | 45 |
|
|
2019
Q4 | $10.7M | Buy |
60,569
+3,212
| +6% | +$566K | 0.44% | 50 |
|
|
2019
Q3 | $10.5M | Buy |
57,357
+2,063
| +4% | +$377K | 0.52% | 47 |
|
|
2019
Q2 | $10.1M | Buy |
55,294
+1,569
| +3% | +$285K | 0.63% | 37 |
|
|
2019
Q1 | $9.1M | Buy |
53,725
+4,099
| +8% | +$694K | 0.87% | 37 |
|
|
2018
Q4 | $7.8M | Buy |
49,626
+1,475
| +3% | +$232K | 0.6% | 41 |
|
|
2018
Q3 | $9.86M | Buy |
48,151
+3,061
| +7% | +$627K | 0.77% | 38 |
|
|
2018
Q2 | $8.41M | Buy |
45,090
+1,392
| +3% | +$259K | 0.79% | 36 |
|
|
2018
Q1 | $9.65M | Buy |
43,698
+1,901
| +5% | +$420K | 0.93% | 33 |
|
|
2017
Q4 | $8.5M | Buy |
41,797
+2,196
| +6% | +$447K | 0.9% | 36 |
|
|
2017
Q3 | $8.14M | Sell |
39,601
-1,581
| -4% | -$325K | 0.94% | 35 |
|
|
2017
Q2 | $8.16M | Buy |
41,182
+837
| +2% | +$166K | 1% | 32 |
|
|
2017
Q1 | $7.55M | Buy |
40,345
+1,436
| +4% | +$269K | 1.04% | 32 |
|
|
2016
Q4 | $6.04M | Buy |
38,909
+1,302
| +3% | +$202K | 0.88% | 37 |
|
|
2016
Q3 | $5.84M | Buy |
+37,607
| New | +$5.84M | 0.91% | 36 |
|