Janiczek Wealth 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 | $646K | Buy |
2,227
+132
| +6% | +$38.3K | 0.14% | 66 |
|
2024
Q1 | $592K | Buy |
2,095
+87
| +4% | +$24.6K | 0.13% | 76 |
|
2023
Q4 | $521K | Buy |
2,008
+1,802
| +875% | +$468K | 0.13% | 70 |
|
2023
Q3 | $45.5K | Buy |
206
+113
| +122% | +$25K | 0.01% | 375 |
|
2023
Q2 | $20K | Sell |
93
-332
| -78% | -$71.4K | 0.01% | 464 |
|
2023
Q1 | $97K | Sell |
425
-28
| -6% | -$6.39K | 0.03% | 220 |
|
2022
Q4 | $112K | Buy |
453
+40
| +10% | +$9.91K | 0.03% | 203 |
|
2022
Q3 | $93K | Buy |
413
+244
| +144% | +$54.9K | 0.03% | 208 |
|
2022
Q2 | $38K | Buy |
169
+97
| +135% | +$21.8K | 0.01% | 347 |
|
2022
Q1 | $17K | Hold |
72
| – | – | ﹤0.01% | 482 |
|
2021
Q4 | $15K | Buy |
72
+4
| +6% | +$833 | ﹤0.01% | 518 |
|
2021
Q3 | $13K | Buy |
68
+17
| +33% | +$3.25K | ﹤0.01% | 530 |
|
2021
Q2 | $10K | Buy |
51
+15
| +42% | +$2.94K | ﹤0.01% | 551 |
|
2021
Q1 | $7K | Hold |
36
| – | – | ﹤0.01% | 589 |
|
2020
Q4 | $5K | Buy |
36
+29
| +414% | +$4.03K | ﹤0.01% | 588 |
|
2020
Q3 | $1K | Sell |
7
-17
| -71% | -$2.43K | ﹤0.01% | 569 |
|
2020
Q2 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 200 |
|