EverSource Wealth Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
3,586
+682
| +23% | +$199K | 0.05% | 265 |
|
|
2025
Q1 | $792K | Buy |
2,904
+225
| +8% | +$61.3K | 0.04% | 289 |
|
|
2024
Q4 | $706K | Buy |
2,679
+125
| +5% | +$32.9K | 0.04% | 301 |
|
|
2024
Q3 | $772K | Buy |
2,554
+195
| +8% | +$58.9K | 0.05% | 259 |
|
|
2024
Q2 | $705K | Buy |
2,359
+1,048
| +80% | +$313K | 0.05% | 264 |
|
|
2024
Q1 | $376K | Buy |
1,311
+596
| +83% | +$171K | 0.03% | 331 |
|
|
2023
Q4 | $186K | Buy |
715
+28
| +4% | +$7.27K | 0.02% | 448 |
|
|
2023
Q3 | $152K | Buy |
687
+42
| +7% | +$9.28K | 0.02% | 463 |
|
|
2023
Q2 | $139K | Buy |
645
+280
| +77% | +$60.3K | 0.02% | 476 |
|
|
2023
Q1 | $83.3K | Buy |
365
+213
| +140% | +$48.6K | 0.01% | 607 |
|
|
2022
Q4 | $37.7K | Buy |
152
+58
| +62% | +$14.4K | 0.01% | 866 |
|
|
2022
Q3 | $20K | Buy |
94
+85
| +944% | +$18.1K | ﹤0.01% | 901 |
|
|
2022
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 1505 |
|
|
2022
Q1 | $2K | Sell |
9
-28
| -76% | -$6.22K | ﹤0.01% | 1523 |
|
|
2021
Q4 | $8K | Buy |
+37
| New | +$8K | ﹤0.01% | 1048 |
|