Foundations Investment 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 | $791K | Buy |
2,711
+182
| +7% | +$53.1K | 0.01% | 485 |
|
2025
Q1 | $689K | Buy |
2,529
+141
| +6% | +$38.4K | 0.01% | 490 |
|
2024
Q4 | $629K | Buy |
2,388
+220
| +10% | +$58K | 0.01% | 494 |
|
2024
Q3 | $655K | Buy |
2,168
+126
| +6% | +$38.1K | 0.01% | 448 |
|
2024
Q2 | $592K | Buy |
2,042
+203
| +11% | +$58.9K | 0.01% | 460 |
|
2024
Q1 | $519K | Buy |
1,839
+384
| +26% | +$108K | 0.01% | 459 |
|
2023
Q4 | $388K | Buy |
1,455
+155
| +12% | +$41.4K | 0.01% | 490 |
|
2023
Q3 | $287K | Sell |
1,300
-1,292
| -50% | -$285K | 0.01% | 518 |
|
2023
Q2 | $558K | Sell |
2,592
-1,317
| -34% | -$283K | 0.02% | 341 |
|
2023
Q1 | $892K | Buy |
3,909
+69
| +2% | +$15.7K | 0.03% | 254 |
|
2022
Q4 | $953K | Buy |
3,840
+1,178
| +44% | +$292K | 0.04% | 205 |
|
2022
Q3 | $565K | Buy |
+2,662
| New | +$565K | 0.02% | 219 |
|
2020
Q1 | – | Sell |
-1,234
| Closed | -$225K | – | 130 |
|
2019
Q4 | $225K | Sell |
1,234
-479
| -28% | -$87.3K | 0.03% | 120 |
|
2019
Q3 | $300K | Buy |
1,713
+49
| +3% | +$8.58K | 0.04% | 103 |
|
2019
Q2 | $304K | Buy |
1,664
+212
| +15% | +$38.7K | 0.05% | 97 |
|
2019
Q1 | $246K | Buy |
1,452
+23
| +2% | +$3.9K | 0.04% | 82 |
|
2018
Q4 | $246K | Sell |
1,429
-158
| -10% | -$27.2K | 0.05% | 85 |
|
2018
Q3 | $325K | Buy |
1,587
+12
| +0.8% | +$2.46K | 0.08% | 78 |
|
2018
Q2 | $294K | Buy |
+1,575
| New | +$294K | 0.08% | 73 |
|