Institutional & Family Asset Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.62M | Sell |
15,930
-509
| -3% | -$148K | 0.71% | 39 |
|
|
2024
Q1 | $4.64M | Buy |
16,439
+1,514
| +10% | +$428K | 0.74% | 40 |
|
|
2023
Q4 | $3.88M | Buy |
14,925
+52
| +0.3% | +$13.5K | 0.64% | 55 |
|
|
2023
Q3 | $3.29M | Buy |
14,873
+204
| +1% | +$45.1K | 0.54% | 65 |
|
|
2023
Q2 | $3.16M | Buy |
14,669
+294
| +2% | +$63.3K | 0.51% | 64 |
|
|
2023
Q1 | $3.28M | Buy |
14,375
+803
| +6% | +$183K | 0.54% | 64 |
|
|
2022
Q4 | $3.37M | Buy |
+13,572
| New | +$3.37M | 0.56% | 60 |
|
|
2022
Q1 | – | Sell |
-59
| Closed | -$12K | – | 797 |
|
|
2021
Q4 | $12K | Hold |
59
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $12K | Hold |
59
| – | – | ﹤0.01% | 523 |
|
|
2021
Q2 | $11K | Hold |
59
| – | – | ﹤0.01% | 572 |
|
|
2021
Q1 | $11K | Hold |
59
| – | – | ﹤0.01% | 554 |
|
|
2020
Q4 | $9K | Hold |
59
| – | – | ﹤0.01% | 553 |
|
|
2020
Q3 | $8K | Buy |
59
+11
| +23% | +$1.49K | ﹤0.01% | 515 |
|
|
2020
Q2 | $7K | Buy |
48
+47
| +4,700% | +$6.85K | ﹤0.01% | 534 |
|
|
2020
Q1 | $0 | Sell |
1
-30
| -97% | – | ﹤0.01% | 849 |
|
|
2019
Q4 | $5K | Buy |
31
+5
| +19% | +$806 | ﹤0.01% | 593 |
|
|
2019
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 559 |
|
|
2019
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 592 |
|
|
2019
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 622 |
|
|
2018
Q4 | $4K | Sell |
26
-971
| -97% | -$149K | ﹤0.01% | 606 |
|
|
2018
Q3 | $204K | Sell |
997
-26
| -3% | -$5.32K | 0.04% | 184 |
|
|
2018
Q2 | $191K | Sell |
1,023
-14,280
| -93% | -$2.67M | 0.04% | 184 |
|
|
2018
Q1 | $3.38M | Sell |
15,303
-5,611
| -27% | -$1.24M | 0.72% | 52 |
|
|
2017
Q4 | $4.26M | Buy |
20,914
+4,239
| +25% | +$862K | 0.81% | 54 |
|
|
2017
Q3 | $3.43M | Sell |
16,675
-430
| -3% | -$88.4K | 0.69% | 57 |
|
|
2017
Q2 | $3.39M | Sell |
17,105
-692
| -4% | -$137K | 0.83% | 53 |
|
|
2017
Q1 | $3.33M | Sell |
17,797
-2,599
| -13% | -$487K | 1.04% | 55 |
|
|
2016
Q4 | $3.52M | Buy |
20,396
+322
| +2% | +$55.6K | 1.11% | 43 |
|
|
2016
Q3 | $3.12M | Buy |
20,074
+2,212
| +12% | +$343K | 1.04% | 59 |
|
|
2016
Q2 | $2.49M | Buy |
17,862
+3,146
| +21% | +$438K | 0.87% | 61 |
|
|
2016
Q1 | $2.02M | Sell |
14,716
-42
| -0.3% | -$5.77K | 0.76% | 64 |
|
|
2015
Q4 | $2.03M | Buy |
+14,758
| New | +$2.03M | 0.76% | 64 |
|