IAA
Independent Advisor Alliance’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Sell |
21,830
-100
| -0.5% | -$29.2K | 0.18% | 92 |
|
|
2025
Q1 | $5.98M | Sell |
21,930
-2,398
| -10% | -$654K | 0.2% | 85 |
|
|
2024
Q4 | $6.41M | Buy |
24,328
+955
| +4% | +$252K | 0.08% | 225 |
|
|
2024
Q3 | $7.06M | Buy |
23,373
+2,662
| +13% | +$804K | 0.26% | 75 |
|
|
2024
Q2 | $6.01M | Buy |
20,711
+773
| +4% | +$224K | 0.21% | 88 |
|
|
2024
Q1 | $5.63M | Sell |
19,938
-1,859
| -9% | -$525K | 0.2% | 93 |
|
|
2023
Q4 | $5.66M | Buy |
21,797
+1,347
| +7% | +$350K | 0.2% | 87 |
|
|
2023
Q3 | $4.52M | Sell |
20,450
-4,142
| -17% | -$915K | 0.2% | 88 |
|
|
2023
Q2 | $5.29M | Buy |
24,592
+2,056
| +9% | +$442K | 0.23% | 82 |
|
|
2023
Q1 | $5.14M | Buy |
22,536
+4,903
| +28% | +$1.12M | 0.25% | 82 |
|
|
2022
Q4 | $4.38K | Sell |
17,633
-30
| -0.2% | -$7 | ﹤0.01% | 196 |
|
|
2022
Q3 | $3.75M | Sell |
17,663
-3,734
| -17% | -$792K | 0.22% | 93 |
|
|
2022
Q2 | $4.73M | Buy |
21,397
+12,067
| +129% | +$2.67M | 0.26% | 88 |
|
|
2022
Q1 | $2.25M | Buy |
9,330
+609
| +7% | +$147K | 0.11% | 170 |
|
|
2021
Q4 | $1.82M | Buy |
8,721
+327
| +4% | +$68.2K | 0.09% | 174 |
|
|
2021
Q3 | $1.65M | Buy |
8,394
+1,892
| +29% | +$371K | 0.09% | 178 |
|
|
2021
Q2 | $1.22M | Sell |
6,502
-1,169
| -15% | -$220K | 0.07% | 237 |
|
|
2021
Q1 | $1.39M | Buy |
7,671
+104
| +1% | +$18.9K | 0.08% | 195 |
|
|
2020
Q4 | $1.13M | Buy |
7,567
+447
| +6% | +$66.5K | 0.08% | 196 |
|
|
2020
Q3 | $986K | Buy |
7,120
+1,416
| +25% | +$196K | 0.07% | 187 |
|
|
2020
Q2 | $853K | Buy |
5,704
+431
| +8% | +$64.5K | 0.09% | 179 |
|
|
2020
Q1 | $698K | Sell |
5,273
-1,862
| -26% | -$246K | 0.1% | 165 |
|
|
2019
Q4 | $1.26M | Sell |
7,135
-606
| -8% | -$107K | 0.05% | 319 |
|
|
2019
Q3 | $1.42M | Sell |
7,741
-189
| -2% | -$34.5K | 0.17% | 120 |
|
|
2019
Q2 | $1.44M | Buy |
7,930
+113
| +1% | +$20.5K | 0.21% | 101 |
|
|
2019
Q1 | $1.32M | Buy |
7,817
+11
| +0.1% | +$1.86K | 0.19% | 113 |
|
|
2018
Q4 | $1.23M | Buy |
7,806
+1,113
| +17% | +$175K | 0.22% | 102 |
|
|
2018
Q3 | $1.29M | Buy |
6,693
+263
| +4% | +$50.7K | 0.23% | 92 |
|
|
2018
Q2 | $1.1M | Buy |
6,430
+554
| +9% | +$94.3K | 0.23% | 101 |
|
|
2018
Q1 | $1.29M | Buy |
5,876
+112
| +2% | +$24.5K | 0.29% | 83 |
|
|
2017
Q4 | $1.18M | Buy |
5,764
+1,743
| +43% | +$357K | 0.26% | 92 |
|
|
2017
Q3 | $859K | Sell |
4,021
-212
| -5% | -$45.3K | 0.24% | 108 |
|
|
2017
Q2 | $851K | Sell |
4,233
-1,364
| -24% | -$274K | 0.27% | 98 |
|
|
2017
Q1 | $1.04M | Buy |
5,597
+630
| +13% | +$117K | 0.16% | 156 |
|
|
2016
Q4 | $886K | Buy |
+4,967
| New | +$886K | 0.38% | 78 |
|