FWM
Fairhaven Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $936K | Buy |
3,553
+9
| +0.3% | +$2.37K | 0.29% | 46 |
|
|
2024
Q3 | $1.07M | Hold |
3,544
| – | – | 0.33% | 45 |
|
|
2024
Q2 | $1.03M | Sell |
3,544
-269
| -7% | -$78.1K | 0.34% | 45 |
|
|
2024
Q1 | $1.08M | Buy |
3,813
+94
| +3% | +$26.6K | 0.37% | 44 |
|
|
2023
Q4 | $966K | Buy |
3,719
+3
| +0.1% | +$779 | 0.35% | 42 |
|
|
2023
Q3 | $821K | Hold |
3,716
| – | – | 0.33% | 46 |
|
|
2023
Q2 | $799K | Buy |
+3,716
| New | +$799K | 0.31% | 46 |
|
|
2022
Q4 | $957K | Sell |
3,856
-78
| -2% | -$19.4K | 0.41% | 42 |
|
|
2022
Q3 | $835K | Hold |
3,934
| – | – | 0.37% | 44 |
|
|
2022
Q2 | $870K | Sell |
3,934
-48
| -1% | -$10.6K | 0.41% | 43 |
|
|
2022
Q1 | $960K | Buy |
3,982
+1
| +0% | +$241 | 0.39% | 43 |
|
|
2021
Q4 | $830K | Sell |
3,981
-72
| -2% | -$15K | 0.32% | 45 |
|
|
2021
Q3 | $794K | Sell |
4,053
-35
| -0.9% | -$6.86K | 0.33% | 44 |
|
|
2021
Q2 | $770K | Sell |
4,088
-714
| -15% | -$134K | 0.31% | 47 |
|
|
2021
Q1 | $872K | Sell |
4,802
-4,602
| -49% | -$836K | 0.37% | 42 |
|
|
2020
Q4 | $1.4M | Buy |
9,404
+1,787
| +23% | +$266K | 0.62% | 42 |
|
|
2020
Q3 | $1.05M | Buy |
7,617
+1,892
| +33% | +$262K | 0.62% | 36 |
|
|
2020
Q2 | $856K | Buy |
5,725
+1,271
| +29% | +$190K | 0.56% | 37 |
|
|
2020
Q1 | $589K | Buy |
4,454
+2,753
| +162% | +$364K | 0.53% | 37 |
|
|
2019
Q4 | $300K | Hold |
1,701
| – | – | 0.25% | 52 |
|
|
2019
Q3 | $311K | Hold |
1,701
| – | – | 0.29% | 47 |
|
|
2019
Q2 | $309K | Buy |
1,701
+76
| +5% | +$13.8K | 0.29% | 48 |
|
|
2019
Q1 | $275K | Buy |
1,625
+77
| +5% | +$13K | 0.26% | 57 |
|
|
2018
Q4 | $243K | Buy |
+1,548
| New | +$243K | 0.24% | 58 |
|