Gradient Investments’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-496
| Closed | -$144K | – | 703 |
|
|
2024
Q2 | $144K | Buy |
496
+42
| +9% | +$12.3K | ﹤0.01% | 355 |
|
|
2024
Q1 | $128K | Sell |
454
-131
| -22% | -$35K | ﹤0.01% | 333 |
|
|
2023
Q4 | $152K | Hold |
585
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $129K | Sell |
585
-73
| -11% | -$16.1K | ﹤0.01% | 360 |
|
|
2023
Q2 | $142K | Sell |
658
-13
| -2% | -$2.81K | ﹤0.01% | 358 |
|
|
2023
Q1 | $153K | Sell |
671
-51
| -7% | -$11.8K | ﹤0.01% | 320 |
|
|
2022
Q4 | $179K | Buy |
722
+6
| +0.8% | +$1.46K | 0.01% | 310 |
|
|
2022
Q3 | $152K | Buy |
716
+24
| +3% | +$5.42K | ﹤0.01% | 313 |
|
|
2022
Q2 | $153K | Buy |
692
+51
| +8% | +$11.7K | ﹤0.01% | 321 |
|
|
2022
Q1 | $155K | Sell |
641
-1,305
| -67% | -$290K | ﹤0.01% | 316 |
|
|
2021
Q4 | $406K | Buy |
1,946
+1,574
| +423% | +$318K | 0.01% | 232 |
|
|
2021
Q3 | $73K | Buy |
372
+297
| +396% | +$58.1K | ﹤0.01% | 418 |
|
|
2021
Q2 | $14K | Buy |
75
+34
| +83% | +$6.41K | ﹤0.01% | 700 |
|
|
2021
Q1 | $7K | Buy |
41
+29
| +242% | +$4.74K | ﹤0.01% | 825 |
|
|
2020
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 955 |
|
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 960 |
|
|
2020
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 883 |
|
|
2020
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 915 |
|
|
2019
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 938 |
|
|
2019
Q3 | $2K | Buy |
12
+7
| +140% | +$1.3K | ﹤0.01% | 924 |
|
|
2019
Q2 | $1K | Buy |
+5
| New | +$861 | ﹤0.01% | 945 |
|
|
2018
Q4 | – | Sell |
-2,534
| Closed | -$519K | – | 976 |
|
|
2018
Q3 | $519K | Hold |
2,534
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $472K | Sell |
2,534
-18
| -0.7% | -$3.69K | 0.03% | 195 |
|
|
2018
Q1 | $564K | Sell |
2,552
-803
| -24% | -$175K | 0.03% | 178 |
|
|
2017
Q4 | $683K | Buy |
3,355
+78
| +2% | +$15.9K | 0.04% | 152 |
|
|
2017
Q3 | $674K | Buy |
3,277
+58
| +2% | +$11.6K | 0.04% | 144 |
|
|
2017
Q2 | $638K | Buy |
3,219
+50
| +2% | +$9.79K | 0.04% | 139 |
|
|
2017
Q1 | $593K | Buy |
3,169
+3,132
| +8,465% | +$579K | 0.05% | 117 |
|
|
2016
Q4 | $6K | Sell |
37
-78
| -68% | -$12.8K | ﹤0.01% | 519 |
|
|
2016
Q3 | $18K | Buy |
115
+25
| +28% | +$3.73K | ﹤0.01% | 366 |
|
|
2016
Q2 | $13K | Hold |
90
| – | – | ﹤0.01% | 392 |
|
|
2016
Q1 | $12K | Hold |
90
| – | – | ﹤0.01% | 415 |
|
|
2015
Q4 | $12K | Hold |
90
| – | – | ﹤0.01% | 381 |
|
|
2015
Q3 | $12K | Sell |
90
-27
| -23% | -$3.9K | ﹤0.01% | 363 |
|
|
2015
Q2 | $17K | Sell |
117
-115
| -50% | -$16K | ﹤0.01% | 322 |
|
|
2015
Q1 | $31K | Buy |
232
+94
| +68% | +$12.9K | ﹤0.01% | 288 |
|
|
2014
Q4 | $19K | Sell |
138
-27
| -16% | -$3.67K | ﹤0.01% | 302 |
|
|
2014
Q3 | $21K | Hold |
165
| – | – | ﹤0.01% | 274 |
|
|
2014
Q2 | $19K | Sell |
165
-42
| -20% | -$4.78K | ﹤0.01% | 293 |
|
|
2014
Q1 | $23K | Sell |
207
-75
| -27% | -$7.77K | 0.01% | 270 |
|
|
2013
Q4 | $27K | Buy |
282
+125
| +80% | +$11.2K | 0.01% | 271 |
|
|
2013
Q3 | $14K | Hold |
157
| – | – | ﹤0.01% | 262 |
|
|
2013
Q2 | $12K | Buy |
+157
| New | +$11.7K | ﹤0.01% | 258 |
|
Other funds holding GD
LAMI
