GIM
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Grassi Investment Management’s General Dynamics GD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.11M Sell
10,650
-575
-5% -$168K 0.25% 59
2025
Q1
$3.06M Sell
11,225
-100
-0.9% -$27.3K 0.28% 58
2024
Q4
$2.98M Hold
11,325
0.25% 57
2024
Q3
$3.42M Sell
11,325
-50
-0.4% -$15.1K 0.3% 53
2024
Q2
$3.3M Sell
11,375
-100
-0.9% -$29K 0.29% 54
2024
Q1
$3.24M Hold
11,475
0.29% 55
2023
Q4
$2.98M Buy
11,475
+6,850
+148% +$1.78M 0.31% 55
2023
Q3
$1.02M Hold
4,625
0.12% 73
2023
Q2
$995K Sell
4,625
-100
-2% -$21.5K 0.11% 77
2023
Q1
$1.08M Buy
4,725
+80
+2% +$18.3K 0.13% 72
2022
Q4
$1.15M Hold
4,645
0.16% 71
2022
Q3
$986K Buy
4,645
+1,120
+32% +$238K 0.14% 76
2022
Q2
$780K Sell
3,525
-150
-4% -$33.2K 0.1% 87
2022
Q1
$886K Buy
3,675
+50
+1% +$12.1K 0.09% 91
2021
Q4
$756K Buy
+3,625
New +$756K 0.08% 96