JPWM
Jamison Private Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
9,051
+260
| +3% | +$75.8K | 0.38% | 64 |
|
|
2025
Q1 | $2.4M | Buy |
8,791
+375
| +4% | +$102K | 0.37% | 69 |
|
|
2024
Q4 | $2.22M | Buy |
8,416
+588
| +8% | +$155K | 0.33% | 73 |
|
|
2024
Q3 | $2.37M | Buy |
7,828
+831
| +12% | +$251K | 0.36% | 66 |
|
|
2024
Q2 | $2.03M | Buy |
6,997
+192
| +3% | +$55.7K | 0.34% | 67 |
|
|
2024
Q1 | $1.92M | Buy |
6,805
+41
| +0.6% | +$11.6K | 0.33% | 71 |
|
|
2023
Q4 | $1.76M | Buy |
6,764
+126
| +2% | +$32.7K | 0.33% | 72 |
|
|
2023
Q3 | $1.47M | Buy |
+6,638
| New | +$1.47M | 0.3% | 78 |
|