EWM
Evercore Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Hold |
3,262
| – | – | 0.01% | 217 |
|
|
2025
Q1 | $889K | Sell |
3,262
-1,925
| -37% | -$525K | 0.01% | 223 |
|
|
2024
Q4 | $1.37M | Sell |
5,187
-76
| -1% | -$20K | 0.02% | 194 |
|
|
2024
Q3 | $1.59M | Hold |
5,263
| – | – | 0.02% | 182 |
|
|
2024
Q2 | $1.53M | Sell |
5,263
-80
| -1% | -$23.2K | 0.02% | 181 |
|
|
2024
Q1 | $1.51M | Sell |
5,343
-12
| -0.2% | -$3.39K | 0.02% | 187 |
|
|
2023
Q4 | $1.39M | Buy |
5,355
+78
| +1% | +$20.3K | 0.02% | 188 |
|
|
2023
Q3 | $1.17M | Sell |
5,277
-1
| -0% | -$221 | 0.02% | 201 |
|
|
2023
Q2 | $1.14M | Buy |
5,278
+7
| +0.1% | +$1.51K | 0.02% | 206 |
|
|
2023
Q1 | $1.2M | Sell |
5,271
-7
| -0.1% | -$1.6K | 0.02% | 193 |
|
|
2022
Q4 | $1.31M | Sell |
5,278
-1,172
| -18% | -$291K | 0.03% | 182 |
|
|
2022
Q3 | $1.37M | Hold |
6,450
| – | – | 0.03% | 170 |
|
|
2022
Q2 | $1.43M | Buy |
6,450
+26
| +0.4% | +$5.75K | 0.03% | 175 |
|
|
2022
Q1 | $1.55M | Sell |
6,424
-520
| -7% | -$125K | 0.03% | 182 |
|
|
2021
Q4 | $1.45M | Hold |
6,944
| – | – | 0.02% | 190 |
|
|
2021
Q3 | $1.36M | Sell |
6,944
-1,800
| -21% | -$353K | 0.02% | 192 |
|
|
2021
Q2 | $1.65M | Sell |
8,744
-869
| -9% | -$164K | 0.03% | 184 |
|
|
2021
Q1 | $1.75M | Sell |
9,613
-410
| -4% | -$74.4K | 0.03% | 182 |
|
|
2020
Q4 | $1.49M | Sell |
10,023
-248
| -2% | -$36.9K | 0.03% | 179 |
|
|
2020
Q3 | $1.42M | Sell |
10,271
-171
| -2% | -$23.7K | 0.03% | 170 |
|
|
2020
Q2 | $1.56M | Sell |
10,442
-1,264
| -11% | -$189K | 0.04% | 162 |
|
|
2020
Q1 | $1.55M | Sell |
11,706
-473
| -4% | -$62.6K | 0.05% | 150 |
|
|
2019
Q4 | $2.15M | Hold |
12,179
| – | – | 0.06% | 150 |
|
|
2019
Q3 | $2.23M | Sell |
12,179
-240
| -2% | -$43.8K | 0.07% | 143 |
|
|
2019
Q2 | $2.26M | Buy |
12,419
+875
| +8% | +$159K | 0.07% | 139 |
|
|
2019
Q1 | $1.95M | Buy |
11,544
+1,355
| +13% | +$229K | 0.06% | 151 |
|
|
2018
Q4 | $1.6M | Sell |
10,189
-3
| -0% | -$472 | 0.06% | 147 |
|
|
2018
Q3 | $2.09M | Hold |
10,192
| – | – | 0.07% | 142 |
|
|
2018
Q2 | $1.9M | Hold |
10,192
| – | – | 0.06% | 144 |
|
|
2018
Q1 | $2.25M | Sell |
10,192
-450
| -4% | -$99.4K | 0.09% | 122 |
|
|
2017
Q4 | $2.17M | Hold |
10,642
| – | – | 0.08% | 130 |
|
|
2017
Q3 | $2.19M | Hold |
10,642
| – | – | 0.09% | 127 |
|
|
2017
Q2 | $2.11M | Buy |
10,642
+590
| +6% | +$117K | 0.08% | 130 |
|
|
2017
Q1 | $1.88M | Sell |
10,052
-131
| -1% | -$24.5K | 0.07% | 135 |
|
|
2016
Q4 | $1.76M | Buy |
10,183
+16
| +0.2% | +$2.76K | 0.07% | 138 |
|
|
2016
Q3 | $1.58M | Hold |
10,167
| – | – | 0.07% | 148 |
|
|
2016
Q2 | $1.42M | Hold |
10,167
| – | – | 0.06% | 151 |
|
|
2016
Q1 | $1.34M | Sell |
10,167
-997
| -9% | -$131K | 0.06% | 150 |
|
|
2015
Q4 | $1.53M | Buy |
11,164
+135
| +1% | +$18.5K | 0.07% | 149 |
|
|
2015
Q3 | $1.52M | Sell |
11,029
-1,193
| -10% | -$165K | 0.07% | 147 |
|
|
2015
Q2 | $1.73M | Hold |
12,222
| – | – | 0.08% | 150 |
|
|
2015
Q1 | $1.66M | Sell |
12,222
-324
| -3% | -$44K | 0.08% | 152 |
|
|
2014
Q4 | $1.73M | Buy |
12,546
+39
| +0.3% | +$5.36K | 0.09% | 132 |
|
|
2014
Q3 | $1.59M | Sell |
12,507
-100
| -0.8% | -$12.7K | 0.08% | 152 |
|
|
2014
Q2 | $1.47M | Sell |
12,607
-100
| -0.8% | -$11.7K | 0.08% | 155 |
|
|
2014
Q1 | $1.38M | Buy |
12,707
+795
| +7% | +$86.6K | 0.08% | 158 |
|
|
2013
Q4 | $1.14M | Sell |
11,912
-135
| -1% | -$12.9K | 0.06% | 180 |
|
|
2013
Q3 | $1.06M | Buy |
12,047
+294
| +3% | +$25.8K | 0.06% | 208 |
|
|
2013
Q2 | $920K | Buy |
+11,753
| New | +$920K | 0.05% | 219 |
|