Everett Harris & Co’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $446K | Hold |
1,300
| – | – | 0.01% | 230 |
|
|
2025
Q4 | $438K | Hold |
1,300
| – | – | 0.01% | 240 |
|
|
2025
Q3 | $443K | Hold |
1,300
| – | – | 0.01% | 234 |
|
|
2025
Q2 | $379K | Buy |
1,300
+13
| +1% | +$3.58K | ﹤0.01% | 247 |
|
|
2025
Q1 | $351K | Hold |
1,287
| – | – | ﹤0.01% | 246 |
|
|
2024
Q4 | $339K | Hold |
1,287
| – | – | ﹤0.01% | 229 |
|
|
2024
Q3 | $389K | Hold |
1,287
| – | – | ﹤0.01% | 207 |
|
|
2024
Q2 | $373K | Buy |
1,287
+151
| +13% | +$44.2K | ﹤0.01% | 205 |
|
|
2024
Q1 | $321K | Buy |
1,136
+29
| +3% | +$7.76K | ﹤0.01% | 214 |
|
|
2023
Q4 | $287K | Hold |
1,107
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $245K | Hold |
1,107
| – | – | ﹤0.01% | 226 |
|
|
2023
Q2 | $238K | Hold |
1,107
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $253K | Hold |
1,107
| – | – | ﹤0.01% | 226 |
|
|
2022
Q4 | $275K | Hold |
1,107
| – | – | ﹤0.01% | 220 |
|
|
2022
Q3 | $235K | Hold |
1,107
| – | – | ﹤0.01% | 233 |
|
|
2022
Q2 | $245K | Hold |
1,107
| – | – | ﹤0.01% | 234 |
|
|
2022
Q1 | $267K | Buy |
1,107
+41
| +4% | +$9.11K | ﹤0.01% | 235 |
|
|
2021
Q4 | $222K | Hold |
1,066
| – | – | ﹤0.01% | 251 |
|
|
2021
Q3 | $209K | Hold |
1,066
| – | – | ﹤0.01% | 254 |
|
|
2021
Q2 | $201K | Sell |
1,066
-40
| -4% | -$7.54K | ﹤0.01% | 257 |
|
|
2021
Q1 | $201K | Buy |
+1,106
| New | +$181K | ﹤0.01% | 249 |
|
|
2019
Q4 | – | Sell |
-1,121
| Closed | -$205K | – | 261 |
|
|
2019
Q3 | $205K | Hold |
1,121
| – | – | 0.01% | 231 |
|
|
2019
Q2 | $204K | Buy |
+1,121
| New | +$193K | 0.01% | 241 |
|
|
2018
Q4 | – | Sell |
-1,121
| Closed | -$229K | – | 242 |
|
|
2018
Q3 | $229K | Hold |
1,121
| – | – | 0.01% | 231 |
|
|
2018
Q2 | $209K | Hold |
1,121
| – | – | 0.01% | 231 |
|
|
2018
Q1 | $248K | Hold |
1,121
| – | – | 0.01% | 215 |
|
|
2017
Q4 | $228K | Hold |
1,121
| – | – | 0.01% | 224 |
|
|
2017
Q3 | $230K | Buy |
1,121
+15
| +1% | +$3.01K | 0.01% | 221 |
|
|
2017
Q2 | $219K | Hold |
1,106
| – | – | 0.01% | 219 |
|
|
2017
Q1 | $207K | Buy |
+1,106
| New | +$204K | 0.01% | 224 |
|
Other funds holding GD
LAMI
VCM
VPM