Independent Solutions Wealth Management’s General Dynamics GD Stock Holding History

Independent Solutions Wealth Management’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,662	Closed	-$379K	–	226
2023 Q1	$379K	Buy	1,662 +49	+3%	+$11.3K	0.11%	138
2022 Q4	$400K	Buy	1,613 +47	+3%	+$11.5K	0.12%	134
2022 Q3	$332K	Buy	1,566 +226	+17%	+$51.1K	0.11%	150
2022 Q2	$296K	Buy	+1,340	New	+$308K	0.09%	165
2020 Q4	–	Sell	-1,741	Closed	-$241K	–	180
2020 Q3	$241K	Buy	1,741 +21	+1%	+$3.1K	0.09%	150
2020 Q2	$257K	Buy	+1,720	New	+$243K	0.11%	130

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Solutions Wealth Management's GD Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of General Dynamics (GD) in Q2 2023, closing a stake of 1,662 shares — an estimated $379K sold.

Independent Solutions Wealth Management first reported a position in GD in Q2 2020 and held it in 6 quarters. The position peaked at $400K in Q4 2022. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

Independent Solutions Wealth Management reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 1,662 General Dynamics shares in Q2 2023, an estimated $379K.
Independent Solutions Wealth Management first reported a position in General Dynamics in Q2 2020 and held it in 6 quarters.
Independent Solutions Wealth Management's General Dynamics position peaked at $400K in Q4 2022.
1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.