J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.2M | Buy |
41,621
+454
| +1% | +$100K | 0.03% | 382 |
|
|
2023
Q2 | $8.86M | Sell |
41,167
-29,275
| -42% | -$6.3M | 0.05% | 247 |
|
|
2023
Q1 | $16.1M | Sell |
70,442
-22,746
| -24% | -$5.19M | 0.03% | 339 |
|
|
2022
Q4 | $23.1M | Buy |
93,188
+4,699
| +5% | +$1.17M | 0.05% | 286 |
|
|
2022
Q3 | $18.8M | Buy |
88,489
+3,465
| +4% | +$735K | 0.05% | 297 |
|
|
2022
Q2 | $18.8M | Buy |
85,024
+6,630
| +8% | +$1.47M | 0.05% | 292 |
|
|
2022
Q1 | $18.9M | Buy |
78,394
+11,688
| +18% | +$2.82M | 0.04% | 336 |
|
|
2021
Q4 | $13.9M | Sell |
66,706
-6,013
| -8% | -$1.25M | 0.03% | 376 |
|
|
2021
Q3 | $14.3M | Buy |
72,719
+2,416
| +3% | +$474K | 0.03% | 368 |
|
|
2021
Q2 | $13.2M | Buy |
70,303
+13,026
| +23% | +$2.45M | 0.03% | 379 |
|
|
2021
Q1 | $10.4M | Sell |
57,277
-5,564
| -9% | -$1.01M | 0.03% | 365 |
|
|
2020
Q4 | $9.35M | Buy |
62,841
+6,592
| +12% | +$981K | 0.03% | 370 |
|
|
2020
Q3 | $7.79M | Buy |
56,249
+1,942
| +4% | +$269K | 0.03% | 365 |
|
|
2020
Q2 | $8.12M | Sell |
54,307
-25,121
| -32% | -$3.75M | 0.04% | 313 |
|
|
2020
Q1 | $10.5M | Buy |
79,428
+11,301
| +17% | +$1.5M | 0.06% | 259 |
|
|
2019
Q4 | $12M | Buy |
68,127
+17,610
| +35% | +$3.11M | 0.05% | 284 |
|
|
2019
Q3 | $9.23M | Buy |
50,517
+26,623
| +111% | +$4.86M | 0.05% | 303 |
|
|
2019
Q2 | $4.34M | Sell |
23,894
-22,600
| -49% | -$4.11M | 0.02% | 412 |
|
|
2019
Q1 | $7.87M | Sell |
46,494
-8,206
| -15% | -$1.39M | 0.04% | 320 |
|
|
2018
Q4 | $8.6M | Buy |
54,700
+544
| +1% | +$85.5K | 0.05% | 275 |
|
|
2018
Q3 | $11.1M | Buy |
54,156
+6,373
| +13% | +$1.3M | 0.05% | 276 |
|
|
2018
Q2 | $8.91M | Buy |
47,783
+6,791
| +17% | +$1.27M | 0.05% | 291 |
|
|
2018
Q1 | $9.06M | Sell |
40,992
-30
| -0.1% | -$6.63K | 0.06% | 250 |
|
|
2017
Q4 | $8.35M | Buy |
41,022
+1,042
| +3% | +$212K | 0.06% | 259 |
|
|
2017
Q3 | $8.22M | Sell |
39,980
-1,493
| -4% | -$307K | 0.06% | 254 |
|
|
2017
Q2 | $8.22M | Buy |
41,473
+2,707
| +7% | +$536K | 0.06% | 241 |
|
|
2017
Q1 | $7.26M | Sell |
38,766
-4,086
| -10% | -$765K | 0.06% | 258 |
|
|
2016
Q4 | $7.4M | Buy |
42,852
+11,899
| +38% | +$2.05M | 0.06% | 227 |
|
|
2016
Q3 | $4.8M | Buy |
30,953
+14,095
| +84% | +$2.19M | 0.04% | 286 |
|
|
2016
Q2 | $2.35M | Sell |
16,858
-3,187
| -16% | -$444K | 0.02% | 408 |
|
|
2016
Q1 | $2.63M | Buy |
20,045
+6,056
| +43% | +$796K | 0.03% | 340 |
|
|
2015
Q4 | $1.92M | Buy |
13,989
+778
| +6% | +$107K | 0.02% | 377 |
|
|
2015
Q3 | $1.82M | Sell |
13,211
-1,533
| -10% | -$212K | 0.02% | 348 |
|
|
2015
Q2 | $2.09M | Buy |
14,744
+730
| +5% | +$103K | 0.02% | 360 |
|
|
2015
Q1 | $1.9M | Buy |
14,014
+60
| +0.4% | +$8.14K | 0.02% | 389 |
|
|
2014
Q4 | $1.92M | Buy |
13,954
+1,300
| +10% | +$179K | 0.02% | 384 |
|
|
2014
Q3 | $1.61M | Buy |
12,654
+8,748
| +224% | +$1.11M | 0.02% | 412 |
|
|
2014
Q2 | $455K | Sell |
3,906
-493
| -11% | -$57.4K | 0.01% | 592 |
|
|
2014
Q1 | $479K | Buy |
+4,399
| New | +$479K | 0.01% | 576 |
|