Evoke Wealth’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 | $902K | Buy |
3,093
+883
| +40% | +$258K | 0.02% | 240 |
|
2025
Q1 | $603K | Buy |
2,210
+121
| +6% | +$33K | 0.02% | 247 |
|
2024
Q4 | $551K | Sell |
2,089
-107
| -5% | -$28.2K | 0.02% | 251 |
|
2024
Q3 | $664K | Buy |
+2,196
| New | +$664K | 0.02% | 218 |
|
2024
Q2 | – | Sell |
-2,189
| Closed | -$618K | – | 205 |
|
2024
Q1 | $618K | Buy |
+2,189
| New | +$618K | 0.02% | 220 |
|
2023
Q4 | – | Sell |
-2,155
| Closed | -$476K | – | 186 |
|
2023
Q3 | $476K | Buy |
2,155
+147
| +7% | +$32.5K | 0.02% | 239 |
|
2023
Q2 | $432K | Buy |
2,008
+46
| +2% | +$9.9K | 0.02% | 238 |
|
2023
Q1 | $448K | Sell |
1,962
-3
| -0.2% | -$685 | 0.02% | 224 |
|
2022
Q4 | $488K | Buy |
1,965
+448
| +30% | +$111K | 0.02% | 217 |
|
2022
Q3 | $322K | Hold |
1,517
| – | – | 0.01% | 254 |
|
2022
Q2 | $338K | Sell |
1,517
-74
| -5% | -$16.5K | 0.01% | 253 |
|
2022
Q1 | $384K | Buy |
1,591
+38
| +2% | +$9.17K | 0.01% | 254 |
|
2021
Q4 | $324K | Sell |
1,553
-248
| -14% | -$51.7K | 0.01% | 296 |
|
2021
Q3 | $353K | Sell |
1,801
-1
| -0.1% | -$196 | 0.01% | 265 |
|
2021
Q2 | $339K | Hold |
1,802
| – | – | 0.01% | 283 |
|
2021
Q1 | $327K | Sell |
1,802
-5,154
| -74% | -$935K | 0.01% | 255 |
|
2020
Q4 | $1.04M | Sell |
6,956
-4
| -0.1% | -$595 | 0.07% | 92 |
|
2020
Q3 | $963K | Buy |
6,960
+5,400
| +346% | +$747K | 0.08% | 90 |
|
2020
Q2 | $233K | Sell |
1,560
-44
| -3% | -$6.57K | 0.02% | 182 |
|
2020
Q1 | $212K | Buy |
1,604
+5
| +0.3% | +$662 | 0.03% | 176 |
|
2019
Q4 | $282K | Sell |
1,599
-14,503
| -90% | -$2.56M | 0.04% | 181 |
|
2019
Q3 | $2.94M | Buy |
+16,102
| New | +$2.94M | 0.36% | 36 |
|