Heirloom Wealth Management’s General Dynamics GD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,290	Closed	-$5.08M	–	43
2024 Q4	$5.08M	Buy	19,290 +1,384	+8%	+$365K	1.52%	21
2024 Q3	$5.41M	Buy	17,906 +566	+3%	+$171K	1.69%	19
2024 Q2	$5.03M	Buy	17,340 +96	+0.6%	+$27.9K	1.63%	19
2024 Q1	$4.87M	Buy	+17,244	New	+$4.87M	1.66%	21