First Foundation Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-797
| Closed | -$210K | – | 338 |
|
|
2024
Q4 | $210K | Hold |
797
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $241K | Sell |
797
-114
| -13% | -$33.5K | 0.01% | 312 |
|
|
2024
Q2 | $264K | Sell |
911
-465
| -34% | -$136K | 0.01% | 295 |
|
|
2024
Q1 | $389K | Buy |
1,376
+302
| +28% | +$80.8K | 0.02% | 251 |
|
|
2023
Q4 | $279K | Sell |
1,074
-406
| -27% | -$99K | 0.01% | 297 |
|
|
2023
Q3 | $327K | Buy |
1,480
+110
| +8% | +$24.3K | 0.02% | 310 |
|
|
2023
Q2 | $295K | Buy |
1,370
+64
| +5% | +$13.8K | 0.01% | 317 |
|
|
2023
Q1 | $298K | Buy |
1,306
+64
| +5% | +$14.8K | 0.01% | 298 |
|
|
2022
Q4 | $308K | Buy |
1,242
+127
| +11% | +$31K | 0.01% | 302 |
|
|
2022
Q3 | $237K | Sell |
1,115
-111
| -9% | -$25.1K | 0.01% | 321 |
|
|
2022
Q2 | $271K | Sell |
1,226
-44
| -3% | -$10.1K | 0.01% | 326 |
|
|
2022
Q1 | $306K | Buy |
1,270
+59
| +5% | +$13.1K | 0.01% | 333 |
|
|
2021
Q4 | $252K | Sell |
1,211
-201
| -14% | -$40.6K | 0.01% | 370 |
|
|
2021
Q3 | $277K | Buy |
+1,412
| New | +$276K | 0.01% | 356 |
|
|
2020
Q1 | – | Sell |
-1,387
| Closed | -$245K | – | 354 |
|
|
2019
Q4 | $245K | Sell |
1,387
-250
| -15% | -$44.9K | 0.01% | 319 |
|
|
2019
Q3 | $299K | Buy |
1,637
+194
| +13% | +$36K | 0.02% | 288 |
|
|
2019
Q2 | $262K | Buy |
1,443
+101
| +8% | +$17.4K | 0.01% | 293 |
|
|
2019
Q1 | $227K | Buy |
1,342
+3
| +0.2% | +$505 | 0.01% | 298 |
|
|
2018
Q4 | $211K | Buy |
1,339
+30
| +2% | +$5.38K | 0.01% | 348 |
|
|
2018
Q3 | $268K | Sell |
1,309
-21
| -2% | -$4.11K | 0.01% | 301 |
|
|
2018
Q2 | $248K | Buy |
1,330
+16
| +1% | +$3.28K | 0.01% | 287 |
|
|
2018
Q1 | $290K | Buy |
1,314
+5
| +0.4% | +$1.09K | 0.02% | 270 |
|
|
2017
Q4 | $266K | Hold |
1,309
| – | – | 0.01% | 288 |
|
|
2017
Q3 | $269K | Buy |
+1,309
| New | +$262K | 0.02% | 260 |
|
|
2013
Q3 | – | Sell |
-155,541
| Closed | -$12.2M | – | 173 |
|
|
2013
Q2 | $12.2M | Buy |
+155,541
| New | +$11.6M | 2.39% | 17 |
|
Other funds holding GD
LAMI
