Evermay Wealth Management’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 | $350K | Sell |
1,199
-50
| -4% | -$14.6K | 0.04% | 150 |
|
|
2025
Q1 | $340K | Hold |
1,249
| – | – | 0.04% | 151 |
|
|
2024
Q4 | $329K | Hold |
1,249
| – | – | 0.05% | 155 |
|
|
2024
Q3 | $377K | Sell |
1,249
-20
| -2% | -$6.04K | 0.06% | 141 |
|
|
2024
Q2 | $368K | Hold |
1,269
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $358K | Sell |
1,269
-2
| -0.2% | -$565 | 0.05% | 156 |
|
|
2023
Q4 | $330K | Buy |
1,271
+2
| +0.2% | +$519 | 0.06% | 136 |
|
|
2023
Q3 | $280K | Hold |
1,269
| – | – | 0.06% | 135 |
|
|
2023
Q2 | $273K | Hold |
1,269
| – | – | 0.05% | 146 |
|
|
2023
Q1 | $290K | Sell |
1,269
-810
| -39% | -$185K | 0.06% | 139 |
|
|
2022
Q4 | $516K | Sell |
2,079
-50
| -2% | -$12.4K | 0.11% | 96 |
|
|
2022
Q3 | $452K | Sell |
2,129
-50
| -2% | -$10.6K | 0.09% | 97 |
|
|
2022
Q2 | $485K | Buy |
2,179
+1,034
| +90% | +$230K | 0.09% | 90 |
|
|
2022
Q1 | $276K | Buy |
1,145
+125
| +12% | +$30.1K | 0.05% | 159 |
|
|
2021
Q4 | $213K | Hold |
1,020
| – | – | 0.04% | 164 |
|
|
2021
Q3 | $200K | Hold |
1,020
| – | – | 0.04% | 159 |
|
|
2021
Q2 | $192K | Sell |
1,020
-150
| -13% | -$28.2K | 0.04% | 176 |
|
|
2021
Q1 | $212K | Buy |
+1,170
| New | +$212K | 0.04% | 166 |
|
|
2019
Q4 | – | Sell |
-1,240
| Closed | -$227K | – | 164 |
|
|
2019
Q3 | $227K | Sell |
1,240
-153
| -11% | -$28K | 0.06% | 137 |
|
|
2019
Q2 | $253K | Buy |
1,393
+100
| +8% | +$18.2K | 0.07% | 129 |
|
|
2019
Q1 | $219K | Buy |
+1,293
| New | +$219K | 0.06% | 139 |
|
|
2018
Q4 | – | Sell |
-993
| Closed | -$203K | – | 139 |
|
|
2018
Q3 | $203K | Buy |
+993
| New | +$203K | 0.06% | 145 |
|
|
2018
Q2 | – | Sell |
-993
| Closed | -$219K | – | 135 |
|
|
2018
Q1 | $219K | Hold |
993
| – | – | 0.08% | 122 |
|
|
2017
Q4 | $202K | Sell |
993
-150
| -13% | -$30.5K | 0.07% | 137 |
|
|
2017
Q3 | $235K | Hold |
1,143
| – | – | 0.1% | 93 |
|
|
2017
Q2 | $226K | Hold |
1,143
| – | – | 0.1% | 89 |
|
|
2017
Q1 | $214K | Buy |
+1,143
| New | +$214K | 0.1% | 94 |
|