Integrated Wealth Concepts’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 | $4.23M | Buy |
14,502
+4,257
| +42% | +$1.24M | 0.04% | 373 |
|
|
2025
Q1 | $2.79M | Buy |
10,245
+681
| +7% | +$186K | 0.03% | 491 |
|
|
2024
Q4 | $2.52M | Buy |
9,564
+83
| +0.9% | +$21.9K | 0.03% | 485 |
|
|
2024
Q3 | $2.87M | Sell |
9,481
-208
| -2% | -$62.9K | 0.03% | 442 |
|
|
2024
Q2 | $2.81M | Sell |
9,689
-774
| -7% | -$225K | 0.04% | 403 |
|
|
2024
Q1 | $2.96M | Buy |
10,463
+156
| +2% | +$44.1K | 0.04% | 392 |
|
|
2023
Q4 | $2.68M | Sell |
10,307
-565
| -5% | -$147K | 0.04% | 377 |
|
|
2023
Q3 | $2.4M | Sell |
10,872
-2,389
| -18% | -$528K | 0.04% | 388 |
|
|
2023
Q2 | $2.85M | Buy |
13,261
+1,476
| +13% | +$318K | 0.05% | 340 |
|
|
2023
Q1 | $2.69M | Buy |
11,785
+3,269
| +38% | +$746K | 0.06% | 319 |
|
|
2022
Q4 | $2.11M | Buy |
8,516
+2,013
| +31% | +$499K | 0.06% | 304 |
|
|
2022
Q3 | $1.38M | Buy |
6,503
+3,129
| +93% | +$664K | 0.04% | 349 |
|
|
2022
Q2 | $746K | Buy |
3,374
+527
| +19% | +$117K | 0.02% | 488 |
|
|
2022
Q1 | $687K | Buy |
2,847
+521
| +22% | +$126K | 0.02% | 492 |
|
|
2021
Q4 | $485K | Sell |
2,326
-440
| -16% | -$91.7K | 0.01% | 622 |
|
|
2021
Q3 | $542K | Buy |
2,766
+1,197
| +76% | +$235K | 0.02% | 560 |
|
|
2021
Q2 | $295K | Buy |
1,569
+65
| +4% | +$12.2K | 0.01% | 666 |
|
|
2021
Q1 | $273K | Buy |
1,504
+86
| +6% | +$15.6K | 0.01% | 609 |
|
|
2020
Q4 | $211K | Sell |
1,418
-222
| -14% | -$33K | 0.01% | 594 |
|
|
2020
Q3 | $227K | Buy |
1,640
+235
| +17% | +$32.5K | 0.01% | 516 |
|
|
2020
Q2 | $210K | Buy |
+1,405
| New | +$210K | 0.02% | 479 |
|
|
2018
Q2 | – | Sell |
-1,680
| Closed | -$368K | – | 235 |
|
|
2018
Q1 | $368K | Buy |
+1,680
| New | +$368K | 0.15% | 129 |
|