Heritage 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 | $517K | Hold |
1,772
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $483K | Sell |
1,772
-130
| -7% | -$35.4K | 0.02% | 131 |
|
|
2024
Q4 | $501K | Sell |
1,902
-2,166
| -53% | -$571K | 0.02% | 136 |
|
|
2024
Q3 | $1.23M | Sell |
4,068
-1,024
| -20% | -$309K | 0.06% | 75 |
|
|
2024
Q2 | $1.48M | Hold |
5,092
| – | – | 0.07% | 67 |
|
|
2024
Q1 | $1.44M | Hold |
5,092
| – | – | 0.07% | 70 |
|
|
2023
Q4 | $1.32M | Buy |
5,092
+250
| +5% | +$64.9K | 0.07% | 72 |
|
|
2023
Q3 | $1.07M | Hold |
4,842
| – | – | 0.06% | 75 |
|
|
2023
Q2 | $1.04M | Sell |
4,842
-66
| -1% | -$14.2K | 0.06% | 82 |
|
|
2023
Q1 | $1.12M | Sell |
4,908
-65
| -1% | -$14.8K | 0.06% | 76 |
|
|
2022
Q4 | $1.23M | Buy |
4,973
+203
| +4% | +$50.4K | 0.07% | 72 |
|
|
2022
Q3 | $1.01M | Sell |
4,770
-135
| -3% | -$28.6K | 0.07% | 73 |
|
|
2022
Q2 | $1.09M | Buy |
4,905
+265
| +6% | +$58.6K | 0.08% | 73 |
|
|
2022
Q1 | $1.12M | Hold |
4,640
| – | – | 0.06% | 78 |
|
|
2021
Q4 | $967K | Hold |
4,640
| – | – | 0.05% | 97 |
|
|
2021
Q3 | $910K | Buy |
4,640
+200
| +5% | +$39.2K | 0.06% | 93 |
|
|
2021
Q2 | $836K | Sell |
4,440
-365
| -8% | -$68.7K | 0.05% | 97 |
|
|
2021
Q1 | $872K | Sell |
4,805
-72
| -1% | -$13.1K | 0.05% | 93 |
|
|
2020
Q4 | $726K | Buy |
4,877
+2,427
| +99% | +$361K | 0.05% | 108 |
|
|
2020
Q3 | $339K | Hold |
2,450
| – | – | 0.04% | 115 |
|
|
2020
Q2 | $366K | Sell |
2,450
-48
| -2% | -$7.17K | 0.05% | 104 |
|
|
2020
Q1 | $331K | Buy |
2,498
+70
| +3% | +$9.26K | 0.06% | 98 |
|
|
2019
Q4 | $428K | Buy |
2,428
+150
| +7% | +$26.5K | 0.06% | 112 |
|
|
2019
Q3 | $416K | Hold |
2,278
| – | – | 0.06% | 108 |
|
|
2019
Q2 | $414K | Hold |
2,278
| – | – | 0.06% | 104 |
|
|
2019
Q1 | $386K | Buy |
2,278
+228
| +11% | +$38.6K | 0.06% | 96 |
|
|
2018
Q4 | $322K | Hold |
2,050
| – | – | 0.06% | 101 |
|
|
2018
Q3 | $419K | Hold |
2,050
| – | – | 0.08% | 85 |
|
|
2018
Q2 | $382K | Hold |
2,050
| – | – | 0.14% | 84 |
|
|
2018
Q1 | $453K | Sell |
2,050
-71
| -3% | -$15.7K | 0.19% | 74 |
|
|
2017
Q4 | $431K | Buy |
2,121
+36
| +2% | +$7.32K | 0.18% | 79 |
|
|
2017
Q3 | $428K | Buy |
2,085
+35
| +2% | +$7.19K | 0.22% | 68 |
|
|
2017
Q2 | $406K | Sell |
2,050
-102
| -5% | -$20.2K | 0.21% | 65 |
|
|
2017
Q1 | $402K | Hold |
2,152
| – | – | 0.22% | 63 |
|
|
2016
Q4 | $372K | Hold |
2,152
| – | – | 0.24% | 54 |
|
|
2016
Q3 | $334K | Hold |
2,152
| – | – | 0.23% | 63 |
|
|
2016
Q2 | $299K | Buy |
2,152
+102
| +5% | +$14.2K | 0.2% | 67 |
|
|
2016
Q1 | $270K | Hold |
2,050
| – | – | 0.21% | 65 |
|
|
2015
Q4 | $282K | Hold |
2,050
| – | – | 0.24% | 61 |
|
|
2015
Q3 | $283K | Hold |
2,050
| – | – | 0.24% | 60 |
|
|
2015
Q2 | $290K | Buy |
2,050
+50
| +3% | +$7.07K | 0.24% | 70 |
|
|
2015
Q1 | $271K | Hold |
2,000
| – | – | 0.22% | 76 |
|
|
2014
Q4 | $275K | Hold |
2,000
| – | – | 0.25% | 74 |
|
|
2014
Q3 | $254K | Hold |
2,000
| – | – | 0.26% | 60 |
|
|
2014
Q2 | $233K | Hold |
2,000
| – | – | 0.25% | 62 |
|
|
2014
Q1 | $218K | Buy |
+2,000
| New | +$218K | 0.25% | 63 |
|