Heartwood 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 | $261K | Hold |
896
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $244K | Sell |
896
-13
| -1% | -$3.54K | 0.03% | 160 |
|
|
2024
Q4 | $240K | Buy |
909
+13
| +1% | +$3.43K | 0.03% | 152 |
|
|
2024
Q3 | $271K | Hold |
896
| – | – | 0.03% | 142 |
|
|
2024
Q2 | $260K | Hold |
896
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $253K | Hold |
896
| – | – | 0.03% | 134 |
|
|
2023
Q4 | $233K | Buy |
+896
| New | +$233K | 0.03% | 125 |
|