Forum Financial 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 | $768K | Buy |
2,632
+455
| +21% | +$133K | 0.01% | 271 |
|
|
2025
Q1 | $593K | Hold |
2,177
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $574K | Buy |
2,177
+135
| +7% | +$35.6K | 0.01% | 328 |
|
|
2024
Q3 | $617K | Buy |
2,042
+37
| +2% | +$11.2K | 0.01% | 270 |
|
|
2024
Q2 | $582K | Sell |
2,005
-20
| -1% | -$5.8K | 0.01% | 265 |
|
|
2024
Q1 | $572K | Buy |
2,025
+18
| +0.9% | +$5.09K | 0.01% | 286 |
|
|
2023
Q4 | $521K | Sell |
2,007
-147
| -7% | -$38.2K | 0.01% | 280 |
|
|
2023
Q3 | $476K | Buy |
2,154
+1
| +0% | +$221 | 0.01% | 294 |
|
|
2023
Q2 | $463K | Buy |
2,153
+18
| +0.8% | +$3.87K | 0.01% | 312 |
|
|
2023
Q1 | $487K | Buy |
2,135
+1
| +0% | +$228 | 0.01% | 271 |
|
|
2022
Q4 | $529K | Buy |
2,134
+150
| +8% | +$37.2K | 0.02% | 241 |
|
|
2022
Q3 | $421K | Sell |
1,984
-289
| -13% | -$61.3K | 0.02% | 259 |
|
|
2022
Q2 | $503K | Buy |
2,273
+300
| +15% | +$66.4K | 0.03% | 235 |
|
|
2022
Q1 | $475K | Sell |
1,973
-8
| -0.4% | -$1.93K | 0.02% | 249 |
|
|
2021
Q4 | $413K | Buy |
+1,981
| New | +$413K | 0.02% | 295 |
|