Heritage Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Hold |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.48M | Hold |
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|
2024
Q1 | $1.44M | Hold |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.12M | Hold |
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|
2021
Q4 | $967K | Hold |
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|
2021
Q3 | $910K | Buy |
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|
2021
Q2 | $836K | Sell |
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|
2021
Q1 | $872K | Sell |
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|
2020
Q4 | $726K | Buy |
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|
2020
Q3 | $339K | Hold |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $428K | Buy |
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|
2019
Q3 | $416K | Hold |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $419K | Hold |
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|
2018
Q2 | $382K | Hold |
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|
2018
Q1 | $453K | Sell |
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|
2017
Q4 | $431K | Buy |
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|
2017
Q3 | $428K | Buy |
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|
2017
Q2 | $406K | Sell |
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|
2017
Q1 | $402K | Hold |
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|
2016
Q4 | $372K | Hold |
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|
2016
Q3 | $334K | Hold |
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|
2016
Q2 | $299K | Buy |
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|
2016
Q1 | $270K | Hold |
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|
2015
Q4 | $282K | Hold |
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|
2015
Q3 | $283K | Hold |
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|
2015
Q2 | $290K | Buy |
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|
2015
Q1 | $271K | Hold |
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|
2014
Q4 | $275K | Hold |
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|
2014
Q3 | $254K | Hold |
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|
2014
Q2 | $233K | Hold |
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|
2014
Q1 | $218K | Buy |
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