Forvis Mazars Wealth Advisors’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 | $696K | Sell |
2,387
-56
| -2% | -$16.3K | 0.02% | 242 |
|
|
2025
Q1 | $666K | Buy |
2,443
+124
| +5% | +$33.8K | 0.02% | 242 |
|
|
2024
Q4 | $611K | Sell |
2,319
-23
| -1% | -$6.06K | 0.01% | 284 |
|
|
2024
Q3 | $708K | Buy |
2,342
+438
| +23% | +$132K | 0.02% | 265 |
|
|
2024
Q2 | $552K | Hold |
1,904
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $538K | Buy |
1,904
+157
| +9% | +$44.4K | 0.01% | 279 |
|
|
2023
Q4 | $454K | Sell |
1,747
-205
| -11% | -$53.2K | 0.01% | 293 |
|
|
2023
Q3 | $431K | Sell |
1,952
-9
| -0.5% | -$1.99K | 0.01% | 298 |
|
|
2023
Q2 | $422K | Hold |
1,961
| – | – | 0.01% | 314 |
|
|
2023
Q1 | $448K | Hold |
1,961
| – | – | 0.01% | 280 |
|
|
2022
Q4 | $487K | Buy |
1,961
+98
| +5% | +$24.3K | 0.02% | 264 |
|
|
2022
Q3 | $396K | Sell |
1,863
-1
| -0.1% | -$213 | 0.02% | 284 |
|
|
2022
Q2 | $412K | Sell |
1,864
-73
| -4% | -$16.1K | 0.02% | 276 |
|
|
2022
Q1 | $467K | Buy |
1,937
+329
| +20% | +$79.3K | 0.02% | 198 |
|
|
2021
Q4 | $335K | Sell |
1,608
-50
| -3% | -$10.4K | 0.01% | 216 |
|
|
2021
Q3 | $325K | Sell |
1,658
-7
| -0.4% | -$1.37K | 0.01% | 214 |
|
|
2021
Q2 | $313K | Sell |
1,665
-406
| -20% | -$76.3K | 0.01% | 216 |
|
|
2021
Q1 | $376K | Sell |
2,071
-729
| -26% | -$132K | 0.02% | 203 |
|
|
2020
Q4 | $417K | Buy |
2,800
+492
| +21% | +$73.3K | 0.02% | 249 |
|
|
2020
Q3 | $319K | Sell |
2,308
-7
| -0.3% | -$968 | 0.02% | 250 |
|
|
2020
Q2 | $346K | Buy |
2,315
+416
| +22% | +$62.2K | 0.02% | 234 |
|
|
2020
Q1 | $251K | Sell |
1,899
-355
| -16% | -$46.9K | 0.02% | 248 |
|
|
2019
Q4 | $397K | Buy |
2,254
+261
| +13% | +$46K | 0.03% | 212 |
|
|
2019
Q3 | $364K | Buy |
1,993
+11
| +0.6% | +$2.01K | 0.03% | 208 |
|
|
2019
Q2 | $360K | Sell |
1,982
-77
| -4% | -$14K | 0.03% | 199 |
|
|
2019
Q1 | $349K | Buy |
2,059
+227
| +12% | +$38.5K | 0.03% | 197 |
|
|
2018
Q4 | $288K | Sell |
1,832
-194
| -10% | -$30.5K | 0.03% | 182 |
|
|
2018
Q3 | $415K | Sell |
2,026
-157
| -7% | -$32.2K | 0.04% | 167 |
|
|
2018
Q2 | $407K | Sell |
2,183
-59
| -3% | -$11K | 0.04% | 164 |
|
|
2018
Q1 | $495K | Sell |
2,242
-301
| -12% | -$66.5K | 0.05% | 143 |
|
|
2017
Q4 | $517K | Sell |
2,543
-401
| -14% | -$81.5K | 0.05% | 147 |
|
|
2017
Q3 | $605K | Sell |
2,944
-348
| -11% | -$71.5K | 0.07% | 119 |
|
|
2017
Q2 | $652K | Buy |
3,292
+415
| +14% | +$82.2K | 0.07% | 114 |
|
|
2017
Q1 | $539K | Buy |
2,877
+1
| +0% | +$187 | 0.07% | 119 |
|
|
2016
Q4 | $497K | Buy |
2,876
+15
| +0.5% | +$2.59K | 0.07% | 120 |
|
|
2016
Q3 | $444K | Buy |
2,861
+195
| +7% | +$30.3K | 0.06% | 120 |
|
|
2016
Q2 | $371K | Sell |
2,666
-1,575
| -37% | -$219K | 0.06% | 128 |
|
|
2016
Q1 | $557K | Buy |
4,241
+135
| +3% | +$17.7K | 0.09% | 103 |
|
|
2015
Q4 | $564K | Buy |
4,106
+436
| +12% | +$59.9K | 0.08% | 102 |
|
|
2015
Q3 | $506K | Buy |
3,670
+1,390
| +61% | +$192K | 0.09% | 104 |
|
|
2015
Q2 | $323K | Sell |
2,280
-116
| -5% | -$16.4K | 0.05% | 137 |
|
|
2015
Q1 | $325K | Sell |
2,396
-59
| -2% | -$8K | 0.05% | 141 |
|
|
2014
Q4 | $338K | Buy |
2,455
+800
| +48% | +$110K | 0.06% | 118 |
|
|
2014
Q3 | $210K | Sell |
1,655
-110
| -6% | -$14K | 0.04% | 134 |
|
|
2014
Q2 | $206K | Sell |
1,765
-1,984
| -53% | -$232K | 0.04% | 138 |
|
|
2014
Q1 | $409K | Sell |
3,749
-270
| -7% | -$29.5K | 0.07% | 114 |
|
|
2013
Q4 | $384K | Sell |
4,019
-663
| -14% | -$63.3K | 0.07% | 114 |
|
|
2013
Q3 | $410K | Sell |
4,682
-155
| -3% | -$13.6K | 0.08% | 108 |
|
|
2013
Q2 | $379K | Buy |
+4,837
| New | +$379K | 0.3% | 70 |
|