Icon 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 | $989K | Buy |
3,393
+49
| +1% | +$14.3K | 0.07% | 168 |
|
|
2025
Q1 | $911K | Buy |
3,344
+52
| +2% | +$14.2K | 0.08% | 156 |
|
|
2024
Q4 | $867K | Buy |
3,292
+16
| +0.5% | +$4.22K | 0.07% | 158 |
|
|
2024
Q3 | $990K | Buy |
3,276
+118
| +4% | +$35.7K | 0.08% | 148 |
|
|
2024
Q2 | $943K | Buy |
3,158
+970
| +44% | +$290K | 0.08% | 151 |
|
|
2024
Q1 | $618K | Buy |
2,188
+1,668
| +321% | +$471K | 0.06% | 182 |
|
|
2023
Q4 | $135K | Buy |
+520
| New | +$135K | 0.01% | 379 |
|
|
2022
Q4 | – | Sell |
-541
| Closed | -$115K | – | 365 |
|
|
2022
Q3 | $115K | Buy |
+541
| New | +$115K | 0.01% | 379 |
|