Helen Stephens Group’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 | – | Sell |
-909
| Closed | -$248K | – | 90 |
|
|
2025
Q1 | $248K | Buy |
909
+5
| +0.6% | +$1.36K | 0.07% | 74 |
|
|
2024
Q4 | $238K | Buy |
904
+4
| +0.4% | +$1.06K | 0.07% | 81 |
|
|
2024
Q3 | $272K | Hold |
900
| – | – | 0.08% | 72 |
|
|
2024
Q2 | $261K | Hold |
900
| – | – | 0.09% | 71 |
|
|
2024
Q1 | $254K | Hold |
900
| – | – | 0.1% | 64 |
|
|
2023
Q4 | $234K | Buy |
+900
| New | +$234K | 0.1% | 68 |
|
|
2023
Q2 | – | Sell |
-900
| Closed | -$205K | – | 72 |
|
|
2023
Q1 | $205K | Hold |
900
| – | – | 0.11% | 70 |
|
|
2022
Q4 | $223K | Buy |
+900
| New | +$223K | 0.13% | 66 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$217K | – | 60 |
|
|
2022
Q1 | $217K | Buy |
+900
| New | +$217K | 0.15% | 54 |
|